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Comments by "" (@ThePlainBagel) on "Great Investing Isn't Sexy - The Plain Bagel Interview" video.
Thanks Coffeezilla for the fun chat! A quick point of correction; I at one point call Steve Eisman Canadian, but I was thinking of David Rosenberg, a Canadian economist who has similar views on Canadian banks. Eisman is fully American!
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Good observation 🙂. I am working towards becoming a portfolio manager, and my job would still be primarily stock research/investing, but the CFP is simply to help incorporate those other aspects of wealth management some clients ask about while you’re meeting with them. I would only be dealing with people’s investments, but it helps to know a thing or two about estates, insurance, and taxes; at the very least it gives me some cursory knowledge to help answer questions they may have since a lot of people deal with investments in conjunction with their other personal finance areas.
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I don't believe I ever said that!
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5:12 :) I must have forgotten to mention it upfront though, so I get the confusion.
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