Joseph S. Moore

For financial professionals: Much of today's traditional financial advice is rooted in popular misconceptions about markets and money that even typical advisors unquestionably accept. Hidden in these assumptions are risks clients don't know they're taking. In this engaging presentation, Joseph S. Moore shows how the real lessons of the past require advisors to guide clients away from the dangers associated with unprotected wealth. Discussed are the bad data behind "Stocks for the Long Run," why annuities need to make a comeback, and how clients can harness dual incomes for outsized investment progress. Filled with inspiring and funny stories of people in the past trying to get ahead, this presentation is for financial professionals who can use sticky stories and powerful insights to frame client's present anxieties about the future as "nothing new."