What We Know vs. Don’t Know
For wealth professionals, the item frames investor behavior and discipline as central to staying on plan, with Lourd arguing against predictions and sector bets and for staying invested.
Summary
By the running an ria deskDimensional’s Mark Gochnour speaks with Blaine Lourd, founder and CEO of Los Angeles firm LourdMurray, about how investors can go right or wrong on the road to their financial destination. The discussion stresses discipline as a prerequisite and describes FOMO as an enemy of that approach.
- Blaine Lourd is founder and CEO of LourdMurray, a Los Angeles firm with roughly $8 billion under management.
- The conversation covers where and how investors can go right and wrong on the road to their financial destination.
- Lourd says discipline is a prerequisite and FOMO is your enemy.
- Lourd says investors do not have to make predictions or sector bets; they just have to stay in their seat.
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