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Staying the Course in Turbulent Times: Apollo Lupescu

investing | Financial Planning

 Plancorp team By: Plancorp team

Thanks to all who attended Plancorp’s client appreciation event on March 13th 2019. We were thrilled to welcome Apollo Lupescu, Vice President at Dimensional, to discuss “staying the course in turbulent times.”

Apollo may be a Vice President, but, around the office, he’s more commonly known as the “Secretary of Explaining Stuff.” It’s for good reason. A PhD who counts the White House and US Department of State as former clients, Apollo excels at distilling his experience and expertise into lessons we can all understand.

Apollo reminded us that turbulent markets can make anyone uneasy. But in times of choppy markets, it’s more important than ever to ignore the hype and stay the course. He reviewed core principles of our investment philosophy, as well as answers to audience questions about the current state of the markets. Chris Kerckhoff, our president and CEO, joined him for a Q&A. Thank you again to all who attended. If you have any questions, feel free to reach out to us.

For more information on our investment philosophy, download the “Pursuing a Better Investment Experience” guide.

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You can download the "Matrix" book Apollo referenced, here. This books shows data on historical returns with some records going back as far as 1926.D

 

We will be hosting a webinar with members of our Investment Committee where we will be answering any investment questions you may have. Watch out for more details coming soon!

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Plancorp started with a unique philosophy: Always put your clients’ interests ahead of your own, and you’ll build a successful business. That was in 1983, but the sentiment still drives every decision we make. After 35 years of helping individuals, families and business owners plan for financial independence, our commitment to serving as financial life advocates is stronger than ever. More »

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