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!
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