“When I’m sitting back reflecting on my career, I often wish that I could send a time capsule of wisdom, knowledge and experience back to my rookie self, back when I first got my securities license back in 1993.

If I could, that capsule would contain these videos.”

– Erik Strid, CEO of Concentus Wealth Advisors

Part 52 of Erik’s Weekly Video series.

This week’s lesson: All of the successful investors I’ve ever seen have been able to separate in their minds the value of planning and behavior management from the commodity function of portfolio management. All the failed investors I’ve ever known are those who wake up every day trying to chase the magic formula for how they can beat the S & P 500 this year.

Next Video: Part 53
Previous Videos:  Intro | Part 51
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By |2021-04-05T07:41:15-04:00December 17th, 2020|Video Series: Time Capsule of Wisdom, Videos|

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Additional information about Concentus Wealth Advisors and our investment advisor representatives is also available online at WWW.ADVISERINFO.SEC.GOV or BROKERCHECK.FINRA.ORG. You can view our firm’s information on this website by searching for Concentus Wealth Advisors or by our CRD number 170052.