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Guess who I just met?

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  • Guess who I just met?

    Am at the annual Financial Planning Association conference in Nashville this week. Lot of interesting characters running around - yesterday it was coach Phil Fulmer!
    Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

  • #2
    Wow, Larry Swedroe himself.

    I have read every one of his books and base my investment style on his teachings.

    Definitely one of the "good guys."

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    • #3
      What did he talk about at the conference?

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      • #4




        What did he talk about at the conference?
        Click to expand...


        Diversification using factors as opposed to limiting to asset classes only and which factors (out of 600) should be considered. A big one is "momentum" but I'm going to have to listen to the recording to really absorb it (a lot to cover, going very fast). Also, the negative correlation of risk and time (natch). Still in class. He's self-effasive and seems to be especially kind, strong nahthern accent  .
        Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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        • #5
          I enjoyed his latest book on Factor investing, but very much "in the weeds."

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          • #6
            Thought you lived in Kentucky.  Isn't Phil the 'enemy' as a Tennessee coach in Football?  Perhaps you are not a UK or Louisville fan.

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            • #7




              Thought you lived in Kentucky.  Isn’t Phil the ‘enemy’ as a Tennessee coach in Football?  Perhaps you are not a UK or Louisville fan.
              Click to expand...


              UK doesn't have a football team 
              Working to protect good doctors from bad advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087

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              • #8
                Cool. Tell him to post here now that he retired from Bogleheads!

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