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Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning.
Rick Frisbie speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road.
Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning.
Listen in as Rick Frisbie joins Miranda in this discussion, then on to the panel where they discuss how they dream up – and work towards – their big goals.
Our show sponsors
Today’s guest, Rick Frisbie:
Rick Frisbie, Chairman at Robust Wealth, helps train investment advisors through their digital wealth management platform. He has a background as Chief Investment Officer at Franklin Templeton and Vice President for their multi-asset and alternative businesses.
Click here to watch Robust Wealth’s Demo Video
Today’s Panelists
Miranda Marquit | Planting Money Seeds
Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Money in the Morning
For a quick bio of each of our show participants, head on over to our panelists’ page.
Send us your questions for a future Listener Letters episode
About our sponsor, BUZZ Index
Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange-traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large-cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!
Here’s how it works: First, BUZZ targets the most mentioned large-cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.
Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data-driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.
Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.