Season 6 / Episode 6

Embracing an Investment Philosophy: Guiding Your Journey with Rationality and Resilience

In today’s episode, President and Wealth Advisor Jeff Bernier, CFP®, ChFC, CFS delves into the world of investing and explores how a well-defined investment philosophy can be your guiding light through market turmoil and triumphs. From the Great Financial Crisis to the dominance of AI-driven stocks, we journey through changing financial landscapes over our investing lifetime. Uncovering the power of a solid investment strategy may help long-term investors stay the course.

Join Jeff as he outlines key principles of a long-term investment portfolio, backed by evidence-based research. He’ll also dive into the importance of diversification across asset classes and the recognition that the future might not always mirror the past.

The ultimate goal? Helping you build and preserve wealth over time, by staying true to your investment philosophy. Tune in to this episode to gain valuable insights and strategies that may empower you to weather market fluctuations and build a prosperous financial future.

Find Jeff’s latest release, The Money & Meaning Journey, which covers many of the same topics discussed in this podcast in more depth here.

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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email moneyandmeaning@tandemgrowth.com.