“When I’m sitting back reflecting on my career, I often wish that I could send a time capsule of wisdom, knowledge and experience back to my rookie self, back when I first got my securities license back in 1993.
If I could, that capsule would contain these videos.”
– Erik Strid, CEO of Concentus Wealth Advisors
Part 43 of Erik’s Weekly Video series.
This week’s lesson: An investment portfolio must always and everywhere operate only as the servant to a family’s financial plan.