There haven’t been many times in our 20+ year career that we’ve had the opportunity to visit with one of the true leaders in our industry. Last week we spent over an hour with Professor Jeremy Siegel. His resume speaks for itself, but he’s an American Economist who is the Professor of Finance at the Wharton School of the University of Pennsylvania. He’s very highly regarded in our industry and is frequently seen and read on many financial publications and networks. He’s also the author of the book “Stocks for the Long Run.”
Our conversation was engaging and extremely insightful. We spend hours on research to help guide our investment decisions, and meeting with of one of the brightest in our industry was a once in a lifetime opportunity. We’re always looking for ways to better improve our service model for you, our clients.