This week we discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are coming and you need to be prepared. Paradigm shifts... Debt Jubilee... Growth Challenges... and more.
Join us for an interview with Mark Higgins, who is a market historian and student of financial history.
Subscribe & Download
Never miss out on a new episode! Subscribe using your favorite podcast app.
Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show
Looking for a better way to invest? Consider Betterment.
It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.
Today's Guest: Mark Higgins
Mark J. Higgins, CFA, CFP, is an author and financial historian. He contributes articles regularly to the CFA Institute's Enterprising Investor and the Museum of American Finance's Financial History magazine. His work draws heavily from his upcoming book, "Investing in U.S. Financial History: Using the Past to Forecast the Future." Prior to writing Investing in U.S. Financial History, Higgins served as a senior investment consultant for more than 12 years. In this role, he advised the trustees of large pension plans, foundations, endowments, and insurance reserves with aggregate assets of more than $60 billion. As a consultant, he discovered that understanding financial history proved much more valuable than tracking the latest economic data. His book seeks to fill this void. Investing in U.S. Financial History will be published and distributed by the Greenleaf Book Group and will be available for purchase online and in bookstores in February 2024.
Mark's Online Presence:
Today's Panelists
Megan Gorman | The Wealth Intersection
Kirk Chisholm | Innovative Advisory Group