The Importance of Core Values in Investing

Feb 11, 2020

We talked recently on this show about the importance of your investment philosophy being similar to your financial advisor’s but our next guest says it should maybe go a little deeper, that your actual core values should also align.

Mike Switzer interviews Hans Blake, a CPA and a chartered financial analyst with Intelligent Investing in Greenville, SC.  He is also a member of the SC Chapter of the CFA Society.