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Investment Fallacies
Investment Fallacies – Chris Boyd and Jeff Perry review a recent Morningstar article (see link below) about investment fallacies. The pair have an in-depth conversation about a variety of financial planning beliefs (which may or may not be true), including the pending demise of Social Security, lower expected equity/stock returns, the limits of index investing, and the belief that one can be too old to benefit from a financial plan.
https://www.morningstar.com/columns/rekenthaler-report/they-told-me-wrong
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The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.