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Listening to the Silent Majority

For every investor who is looking for the next hot stock, the silent majority of investors want to “do the right thing” with their investments while pursuing their goals. Soundmark Principal and author of The Coffeehouse Investor Ground Rules: Save, Invest, and Plan for a Wealth of Happiness, Bill Schultheis discusses the silent majority and other topics in a recent podcast interview with Morningstar’s Christine Benz, Director of Personal Finance and Jeffrey Ptak, Head of Global Manager Research. 

This content is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Soundmark Wealth Management, LLC, its advisors and its affiliates do not provide tax or accounting services. This material has been prepared for informational purposes only and is not intended to provide, and should not be relied on for, tax or accounting advice. Please consult with your tax advisor prior to engaging in any transaction.
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