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What You'll Learn In Today's Episode:
- Understanding financial history helps in advising clients effectively.
- Historical context is essential for interpreting current economic events.
- The U.S. economy has a track record of resilience and recovery.
- Advisors should leverage historical knowledge to guide clients.
- The importance of not being swayed by sensationalized news headlines.
In this episode of The Perfect RIA podcast, Matthew Jarvis sits down with Mark Higgins, the author of ‘Investing in U.S. Financial History.’ Mark brings a treasure trove of knowledge, unpacking how understanding the financial past can be your crystal ball for navigating today’s economic maze. From the intricate web of national debt to the future of entitlements, the conversation peels back layers of economic complexity that most advisors never explore. Listen in to discover how historical perspective can be your most powerful investment strategy because in the world of finance, those who understand the past are uniquely positioned to conquer the future.
Related: Know Your Worth: Strategies for Pricing and Year-End Planning