History Lessons for the Modern Investor
History Lessons for the Modern Investor Podcast
🎭Comedic Dramas, Risky Expeditions & Bearish Biases🧸
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-12:38
🎭Comedic Dramas, Risky Expeditions & Bearish Biases🧸
October 9th, 2023
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In this episode…The Comedies of William Shakespeare provide some mirth in a week of geo-political tragedy. The story of the death of Meriwether Lewis gives us the framework for talking about risk and the renaissance of the conservative investor. And we wrap up by talking about Bears…not the stock market variety, but the football team and their recently snapped fourteen-game losing streak. Grab a kielbasa and a beer super fans!

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Patrick Huey is a small business owner and the author of two books on history and finance as well as the highly-rated recently-released fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. He earned a bachelor’s degree in history from the University of Pittsburgh, and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996-2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals.

Reach him at 877-234-8957 or schedule a time to talk using this link: https://live.vcita.com/site/VictoryIndependentPlanning/online-scheduling?service=qqnvdgx7ri5j5czq

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History Lessons for the Modern Investor

History Lessons for the Modern Investor Podcast

Take a rollicking romp through the past and make an investment in your financial future with History Lessons for the Modern Investor. Patrick Huey is an investment advisor representative of Dynamic Wealth Advisors dba Victory Independent Planning, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. Patrick Huey is the author of two books: "History Lessons for the Modern Investor" and "The Seven Pillars of (Financial) Wisdom"; this is considered an outside business activity for Patrick Huey and is separate and apart from his activities as an investment advisor representative with Dynamic Wealth Advisors. The material contained in these books are the current opinions of the author, Patrick Huey but not necessarily those of Dynamic Wealth Advisors.