In a world filled with financial noise, how do you know which signals actually matter?
Join Robert Curtiss as he chats with Gary Sinderbrand, a seasoned financial professional with roots going back to their days at Merrill Lynch.
They unravel years of insights on keeping your financial journey on track. Delving into tales from the trading floor to personal anecdotes from the ski slopes, Curtiss and Sinderbrand uncover strategies for managing financial anxieties and the importance of a disciplined, rules-based approach.
Key discussion points include:
- Navigating financial fear in today’s world [00:05:00]
- Effective strategies for overcoming biases in investing [00:07:00]
- The significance of process and discipline in wealth management [00:31:00]
- Analyzing market signals amidst the noise [00:33:00]
- Real-world examples of market volatility and client management [00:41:00]
- And more!
Related: Why Infrastructure Belongs in Your Diversified Investment Portfolio