November 08, 2023
Roosevelt Capital Management's Co-Founder & Managing Member, David Roosevelt spoke with John Creekmur In episode 12 of the Great Decisions, Incredible Lives: Retire with Intention podcast. David sheds light on the intricacies of the financial world, discussing GIPS compliance, understanding financial concepts, and aligning investment strategies with chosen asset class characteristics. His experience, particularly during the 2008 financial crisis, offers listeners invaluable lessons about financial stability, adaptability, and forward-thinking strategies.
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