Practical analysis for investment professionals
10 July 2012

Take 15: Key Principles for Successful Private Client Investing (Video)

Dean A. Junkans, CFA, discusses the most interesting and most surprising results of a recent survey of 500 individual investors. He also explains three of his seven principles for private client investing and offers an example of a new investor paradigm.


This episode of the Take 15 Series was originally released on 27 June 2012.


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About the Author(s)
Lauren Foster

Lauren Foster is the former managing editor of Enterprising Investor and co-lead of CFA Institute’s Women in Investment Management initiative. Previously, she worked as a freelance writer for Barron’s and the Financial Times. Prior to her freelance work, Foster spent nearly a decade on staff at the FT as a reporter and editor based in the New York bureau. Foster holds a BA in political science from the University of Cape Town, and an MS in journalism from Columbia University.

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