
Patrick Huey – Learn to Apply “Brief, Fly, Debrief” to Your Life
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BIO: Patrick Huey is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. STORY: Patrick bought a technology stock based on rumor and peer recommendation. He didn’t do any research and the stock ended up losing value. LEARNING: Don't just come into an investment seeking an investment, seek an outcome. Overestimate your risks and underestimate your gains. "Overestimate your risks and underestimate your gains."Patrick Huey Guest profilehttps://www.linkedin.com/in/patrick-huey-cfp/ (Patrick Huey) is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. He earned a bachelor’s degree in History from the University of Pittsburgh, and a Master's in Business Administration from Arizona State University. Patrick served nine years as a U.S. Naval Flight Officer earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. He is the author of https://www.amazon.com/History-Lessons-Modern-Investor-Patrick/dp/1944733469 (History Lessons for the Modern Investor) and https://www.amazon.com/Seven-Pillars-Financial-Wisdom-Perspective/dp/1079783555 (The Seven Pillars of (Investment) Wisdom). Patrick specializes in creating financial plans, generating a retirement income stream, and managing investment strategies. Contact him for help growing, spending, and gifting your wealth. Worst investment everWhen Patrick got a stable income, he started talking and listening to some of his friends about stocks. He figured they were a heck of a lot smarter than he was, so he listened pretty intently. Then Patrick bought a high-flying tech stock based on his friends' advice. At the time, Patrick could only afford to buy one stock at a time and added to his portfolio when he could. Patrick created a highly volatile, barely diversified technology/Internet stock portfolio. He did no research and bought the stocks on rumors and recommendations from a peer group. He thought not
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Patrick Huey – Learn to Apply “Brief, Fly, Debrief” to Your Life
steve