Bigger is not always better in the investment world, but investors often feel that the big investment companies are more trustworthy. Paul and Evan talk about the risk that large investment firms take on when they overweight their products with large US tech companies. When the technology industry changes, not only will investors hurt but also the companies who did not properly diversify. Later in the show, Paul talks about a $70 million penalty Robinhood will pay to investors.
How Are Counseling and Financial Planning Connected? An Interview with Dr. John Kennedy (Part 2)
In a two-part episode, Paul interviews Dr. John Kennedy from Trevecca University. Dr. Kennedy began his career as an accountant and now