We have a real treat today—someone perfect for this program. Our guest is Aaron Anderson. He’s the author of two investment books, but much more importantly to me he is a fellow member of the Investment Policy Committee here at Fisher Investments, a longtime colleague of mine, and one of the sharpest investment minds I’ve known.
We talk about his outlook for markets, books, and the importance of communication in investing. Aaron doesn’t just write well, he’s an accomplished speaker, and great at creating compelling and easy to understand visual presentations. He fits the right information and message to his audience, and can explain the abstract and complex concepts as effectively to novices as to experts. You can’t just be a good investor to be very successful in this industry—you have to articulate and constantly tell your clients what you’re up to and why. Communication is the secret sauce that creates lasting client relationships—which is essential for great investing strategies to reach their long-term goals.
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We have a real treat today—someone perfect for this program. Our guest is Aaron Anderson. He’s the author of two investment books, but much more importantly to me he is a fellow member of the Investment Policy Committee here at Fisher Investments, a longtime colleague of mine, and one of the sharpest investment minds I’ve known.
We talk about his outlook for markets, books, and the importance of communication in investing. Aaron doesn’t just write well, he’s an accomplished speaker, and great at creating compelling and easy to understand visual presentations. He fits the right information and message to his audience, and can explain the abstract and complex concepts as effectively to novices as to experts. You can’t just be a good investor to be very successful in this industry—you have to articulate and constantly tell your clients what you’re up to and why. Communication is the secret sauce that creates lasting client relationships—which is essential for great investing strategies to reach their long-term goals.
Today we speak with Douglas McCormick, co-founder and managing partner of private equity firm HCI Equity Partners and the author of Family Inc.: Using Business Principles to Maximize Your Family’s Wealth. Doug’s had a tremendous career in finance and investing, and you’d be interested to know he’s a Westpoint graduate and served as Captain in the Army’s 25th infantry. He uses his expertise to empower others with financial literacy skills with an emphasis on the veteran community. And that’s why he’s on our program.
Financial literacy is a very important topic—basic education in this area can make the difference in long-term success for a family. We don’t teach each other practical finance, it’s nearly impossible to find it in school curriculum. Everyone should know how interest works: for mortgages, credit cards, and especially the high costs of education. And that’s only one side of it: to simply know the power of compounding and the value of saving just a little bit consistently early on in life is often the difference between a comfortable retirement and not.
Doug’s book can be challenging—he writes it without condescending to the reader, using real economic and financial principles, yet aimed directly at the family. I urge you—with your children, your grandchildren and with yourselves, because it’s never too late to learn—to educate yourself about how money works.
Enjoy this episode, and if you know someone who could benefit from it, make sure you share.
The Well-Read Investor
We have a real treat today—someone perfect for this program. Our guest is Aaron Anderson. He’s the author of two investment books, but much more importantly to me he is a fellow member of the Investment Policy Committee here at Fisher Investments, a longtime colleague of mine, and one of the sharpest investment minds I’ve known.
We talk about his outlook for markets, books, and the importance of communication in investing. Aaron doesn’t just write well, he’s an accomplished speaker, and great at creating compelling and easy to understand visual presentations. He fits the right information and message to his audience, and can explain the abstract and complex concepts as effectively to novices as to experts. You can’t just be a good investor to be very successful in this industry—you have to articulate and constantly tell your clients what you’re up to and why. Communication is the secret sauce that creates lasting client relationships—which is essential for great investing strategies to reach their long-term goals.
