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Talk Your Book: Investing for Income

A Wealth of Common Sense

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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10 Weekend Reads

The Big Picture

He helps to oversee DoubleLine’s investment management committee implementing policies & processes, He is a member of DoubleLine’s executive management and fixed income asset allocation committee. He also serves as the lead portfolio manager for multi-sector & derivative-based strategies.

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#FASuccess Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk, With Mark Asaro

Nerd's Eye View

In this episode, we talk in-depth about Mark's approach to implementing Liability-Driven Investing, or LDI, which involves understanding a client's year-by-year retirement spending needs and then creating an asset allocation designed to generate sufficient income to meet these specific spending liabilities as they come due, how leveraging an LDI approach (..)

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Warren's Wisdom

Random Roger's Retirement Planning

The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant. The purple line went through a nasty drop in 2022. Maybe you trim a little for risk management but that is different than getting out completely.

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Talk Your Book: Investing for Income

The Irrelevant Investor

Today’s Talk Your Book is brought to you by Franklin Templeton: We had Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss Franklin Templeton’s Income Focus ETF.

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Market Commentary: Top Charts From 2023 Set the Scene For 2024

Carson Wealth

Artificial Intelligence Grabs the Spotlight Jake Bleicher, Portfolio Manager To me, the narrative of 2023 is captured by a chart showing the performance of NVIDIA, the maker of high-end computer chips that have become the bedrock of artificial intelligence (AI). in October 2022 and causing a heap of pain since the summer of 2020.

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Transcript: Tom Hancock, GMO

The Big Picture

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. Dick Mayo was a traditional, I’d say portfolio, strong portfolio manager focused on US stocks. Jeremy’s never really been a portfolio manager.

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