I recently created a Q&A-style webinar with Phil McInnis, the VP and Director of Investments at Avantis Investments.
During this video, Phil and I talk about the latest investment trends and poll questions from the audience. We touch on key points like:
- Systematic investing
- Growth stocks vs. value stocks
- If you should be worried about inefficient markets as an investor
- How investment strategies have evolved over the decades
- The changes Phil has seen in the investment industry since he began his career
- Phil’s thoughts on the future blockchain and cryptocurrencies
- How Avantis builds portfolios focused on low fees, diversification, tax efficiency, and a consistent investment strategy
- What they do internally to manage tax consequences on distributions
This webinar is a great opportunity to learn from one of the industry’s top experts. And if you missed the live event, you can watch an instant replay of it here.
Sign up now to watch this informative and insightful discussion on investing.
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About Avantis
Avantis is a $9.2 billion investment firm that uses financial science to offer low-cost, diversified investment solutions. (They actually grew their AUM by $1 billion within three weeks of recording this video.)
About Rusty Holcombe
Russell (Rusty) Holcombe is the CEO and strategist at Holcombe Financial, a financial advisory firm serving entrepreneurs and corporate executives and managers. With over 25 years of experience, Rusty spends his days leading Holcombe Financial (a firm his father founded) and providing financial services that help his clients grow and protect their wealth so they can experience financial independence. Rusty is the author of You Should Only Have to Get Rich Once, which has won multiple awards, and created Holcombe Financial’s proprietary financial planning software, which helps clients make smarter financial decisions.
Rusty earned a bachelor’s degree in business administration with a focus in finance and real estate from Southern Methodist University and a master’s degree in taxation from Georgia State University. He is also a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, Rusty and his wife, Regina, tend to their personal farm and grow their own food. You can often find him pursuing his hobby of long-distance running. To learn more about Rusty, connect with him on LinkedIn.