Timeless Lessons For Both Bond a Stock Investors - Dan Moskowitz, CFP® $350M AUM
In this episode, Dan Moskowitz, CFP® a President of Chatham Wealth Management, who manages $350M AUM gives you timeless lessons for both bond and stock investors. Dan talks about the importance of having a well diversified portfolio, being patient, and owning a company based on its fundamentals, not the stock price, latest headline, or tweet du jour. Dan can be reached at: Phone Number: (800) 472-8086 Website: http://www.chathamwealth.com/ --- Support this podcast: https://anchor.fm/smartmoneycircle/support
