We’re excited to bring on Lee Hyder of Lee Hyder & Associates today to share insights and stories from 30+ years of experience. Join us as we go back and forth on the highs and lows investors face, underscoring the need for resilience and a long-term outlook when building a portfolio for retirement.
We spend the first part of the how discussing fees and how you should approach them with your investment portfolio. Who wouldn’t pay a percent or two to get an extra three or four percent return? That’s part of what you should be evaluating and we’ll get Lee’s insight on how he evaluates investments for clients. Plus, let’s take a look at the S&P 500 and why it isn’t the way to get true diversification in your portfolio.
Here’s some of what we discuss in this episode:
0:00 – Intro
0:49 – Howard Capital portfolios
7:21 – S&P 500
10:33 – Educating pilots
12:27 – Distribution phase
14:23 – Final wisdom from Lee
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