After more than three decades as an advisor at Landaas & Company investments, Art Rothschild offers deep insight into the firm and its approach to helping individuals reach their financial goals.

At the 2024 Investment Outlook Seminar, Art spoke of his time at the firm and explained how he and the Landaas team have focused on individuals.

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The importance of humility in investing, a Money Talk Video with Art Rothschild

“Our objective is to always help our clients,” Art said. “I think we’re good at doing what we’re doing, and that’s what keeps me going on a regular basis, keeps me coming to work at my ripe old age.”

Art covered how he and his colleagues get to know clients’ needs and wishes and risk tolerance so they can allocate assets appropriately for each individual.  He talked about the firm’s origins as well as recent updates to help it continue its focus on clients.

“We’re there to help you,” Art said. “So if you want help, if you want hugs, if you want us to hold your hand, whatever you want, we’re there for you.”

To view Art’s presentation, please click here.

(Money Talk Video edited by Jason Scuglik)

Click here to view the 2024 Investment Outlook Seminar.

Click here to view Adam Baley’s video on the balanced investor.

Click here for the Investment Outlook Seminar Quiz

(based on the seminar material, featuring multiple-choice questions and answers).