Hosted by Michael L. Thompson, CAP®, AIF®, AEP® of Copper Leaf Financial and featuring friend and investment expert Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners we address strategies for avoiding mistakes and much more.

At Copper Leaf Financial we practice evidence-based investing (EBI) because it is rooted in data, and Larry has had a major influence on the EBI approach as one of the first published authors to explain the science of investing in layman’s terms. He has since authored 18 more books on smart investing and has spent his time, talent and energy educating investors on the benefits of EBI with enthusiasm few can match.

For this event, we draw from Larry’s book “Investment Mistakes Even Smart Investors Make and How to Avoid Them” and discuss:

• How today’s markets differ from times past
• Shatter myths about money that you’ve come to accept. We may even challenge the conventional wisdom you’ve received from friends, other advisors, and other so-called “experts”.
• The markets, portfolio construction, alternative asset classes, smart tax strategies, and some of the investment mistakes that smart investors make.

To view the recorded event please click here.