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Innehåll tillhandahållet av Meredith Wegerdt and Harbor Capital. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Meredith Wegerdt and Harbor Capital eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
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Why Doing Nothing Can Also Be Active Investing: A Conversation with Michael Heyman, CFA® of Heyman Investment Counseling

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Manage episode 389025811 series 3461765
Innehåll tillhandahållet av Meredith Wegerdt and Harbor Capital. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Meredith Wegerdt and Harbor Capital eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC.
Michael discusses:
  • How self-awareness can lead to better financial decisions
  • Advantages of short-term problems for long-term investors
  • How to talk to clients about market volatility
  • Tips to overcome investment anxiety

Mick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade career in guiding individuals and institutions toward building and preserving wealth. As the Founder of Hayman Investment Counseling, Mick has cultivated a stress-free balanced money mindset approach to investing. He is also the author of Mellow Your Money, How to Surf the Market, and Build Wealth without Stressing Yourself Out!

Guest Details:

Harbor Capital Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episoder

Artwork
iconDela
 
Manage episode 389025811 series 3461765
Innehåll tillhandahållet av Meredith Wegerdt and Harbor Capital. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Meredith Wegerdt and Harbor Capital eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Do you get anxious when making investment decisions? Would you rather dip your toes into the markets before jumping in head first? If so, join us on this episode of The Active Advisor podcast where host Bryan Moore, ETF Capital Markets Expert at Harbor Capital, is joined by Michael Heyman, CFA®, Investment Counselor at Heyman Investment Counseling LLC.
Michael discusses:
  • How self-awareness can lead to better financial decisions
  • Advantages of short-term problems for long-term investors
  • How to talk to clients about market volatility
  • Tips to overcome investment anxiety

Mick Hayman, CFA® is a distinguished wealth manager with a remarkable four-decade career in guiding individuals and institutions toward building and preserving wealth. As the Founder of Hayman Investment Counseling, Mick has cultivated a stress-free balanced money mindset approach to investing. He is also the author of Mellow Your Money, How to Surf the Market, and Build Wealth without Stressing Yourself Out!

Guest Details:

Harbor Capital Details:

Previous guests include:
1. Frank Toth, Principle, and COO at Capital Conclusions Corporation
2. Aaron Gilman, Chief Investment Officer at IFP
3. Taylor Nissi, Partner at Pleasant Street Wealth Advisors
4. Patrick Huang, CAIA and Director of Investments at Source Financial Advisors
5. Erik Strid, CFP®, ChFC®, Founding Principal at Concentus Wealth Advisors
6. Nate Lenz, CEO, and Co-Founder at Concurrent Advisors
7. Michael Collins CFA®, Founder and CEO at WinCap Financial
8. Brian Keenan CFP®, CEO and President at Keenan Financial
Check out our three most downloaded episodes:
Why Pivot from 60/40 to Dynamic Investment with Frank Toth, Principal, and COO at Capital Conclusions Corporation
HNW Investing and Busting Three Investment Myths with Aaron Gilman, Chief Investment Officer at IFP
A Deep Dive into Independent Wealth Management with Taylor Nissi, Partner at Pleasant Street Wealth Advisors
The Active Advisor is handcrafted by our friends over at: fame.so

  continue reading

41 episoder

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