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​I wrote the book History Lessons for the Modern Investor to help combat the common biases and blind spots all investors have.  Now, I've compiled the four most crucial concepts to bring clarity and confidence to your retirement plan. 
​Warning: Without mastering these four lessons, you may be living in the past instead of protecting your future. 

​Get a copy today by filling out the information below and move forward toward your retirement, by learning some history. 
For a full page web form:
These articles feature comments by Patrick Huey, CFP®, CAP®, ATP, Owner & Principal Advisor of Victory Independent Planning :
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Investment advisory services offered through WealthSource Partners, LLC (“WealthSource®”), a registered investment adviser.  Registration as an investment adviser does not imply any certain level of skill or training.  WealthSource® does not offer legal, accounting or tax advice.  Patrick Huey (CRD #5005878) is an Investment Adviser Representative of WealthSource® doing business as Victory Independent Planning (“VIP”).  VIP and WealthSource are independent and unaffiliated entities.  This website is a publication of VIP.  The statements and opinions expressed are those of VIP and Patrick Huey, are subject to change without notice, and do not represent the views and/or opinions of WealthSource® or any other associated or affiliated person of WealthSource®.  Tax advice and/or services are offered by VIP and/or Patrick Huey acting in their separate capacities from WealthSource.
 
The information contained herein is distributed for informational and educational purposes only; should not be construed as legal, tax, accounting or investment advice; and may not be applicable to, or suitable for, your specific circumstances or needs.  You should consult with your own qualified advisors to determine how the information contained herein may be applicable to your particular situation.  Neither VIP nor WealthSource® make any warranties or guarantees as to the accuracy or completeness of the information contained herein.  Furthermore, neither VIP nor WealthSource® are responsible for your use of any information contained herein or for any error or inaccuracies resulting from your use of such information.  Nothing herein should be construed as an offer to sell, a solicitation of any offer to buy, or a recommendation to buy or sell any security.  Nothing herein was intended or written to be used for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions.

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All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 
 
Check the background of this financial professional on FINRA's BrokerCheck.