Am at the annual Financial Planning Association conference in Nashville this week. Lot of interesting characters running around - yesterday it was coach Phil Fulmer!
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Guess who I just met?
Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087Tags: None
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What did he talk about at the conference?
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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.
Our passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087
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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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UK doesn't have a football teamOur passion is protecting clients and others from predatory and ignorant advisors. Fox & Co CPAs, Fox & Co Wealth Mgmt. 270-247-6087
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