Great Points
Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing.
Great Points
The Four Fundamental Rules of Investing
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On today's episode of Great Points, Matt talks about the four fundamental rules of investing and how to invest effectively over the long-term. With the vast amount of news and financial media inundating us daily, it's easy to get lost in the noise. Whether you are a new investor, have relatives who are just getting started, or just need a quick refresher, this episode is a great baseline to build on. The principles of investing are deceptively simple, but remembering these four rules will help you overcome common pitfalls that even professionals can succumb to in times of stress.