What's up guys it's Captain Kyle Smith and this week I sat down for a Morning Meeting with Vice President and portfolio manager at WWM Financial Greg Carroll. Over the last 20 years in the financial services industry, Greg has seen several economic cycles come and go. From his beginnings in a big brokerage house to starting his own business, he’s seen it all and shares his advice on how to prepare yourself for the next turn in the economy. 🔄
He says the biggest mistake he sees other advisors give people is a one-size-fits-all approach to investing. He favors an approach tailored to the individual that focuses on the basics: set up an emergency fund, invest in mutual funds or index funds, dollar cost average your way into the stock market and learn about value investing from famous investors like Benjamin Graham, Warren Buffett and Burton Malkiel.
Where we can benefit from someone like Greg and his company is by having them help to set up an investment plan to keep you from free-lancing when things get difficult. Having that plan in place, with an advisor there to help keep you accountable, will prevent you from buying high and selling low. 📉📈 If you’d like to learn more about Greg you can find him on Linkedin @gregcarroll or you can email him at greg@wwmfinancial.com
I hope you guys enjoy it!
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
P. S. Check us out on social media!
Facebook @The F.I.R.E House
Instagram @the_f.i.r.e_house
LinkedIn @Thefirehouseinvestors
