careers how-military-helped-me-be-better-advisor 
The Big Picture
FEBRUARY 21, 2023
How’s it going? If you think about what Vanguard is all about, we sit there each and every day, figuring out how do we help people retire better, put their kids through college, afford that dream home? RITHOLTZ: So let’s talk a little bit about your unusual career path. This completes my set.
Sara Grillo
APRIL 11, 2022
The other day it hit me that the only systems in America other than AUM where you pay more for making more are alimony, child support, and the IRS. Today I have Rick Ferri with me who is an hourly advisor, a CFA charterholder, a Marine, and the host of the Bogleheads podcast. What is an hourly financial advisor?
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The Big Picture
DECEMBER 28, 2022
His career spans the entire modern era dating back to, you know, the Paul Volcker era, and what took place during the boom periods of the ‘80s and ‘90s, and how technology has changed the world of investing. How did you get involved with them? And he would say to me, don’t worry about it. RITHOLTZ: Right.
The Big Picture
AUGUST 29, 2023
I found this conversation to be absolutely a masterclass in how to think about investing risk, how to think about where your returns come from, what sort of behavioral problems lead to bad outcomes, and all of the usual things that we’ve learned over the years from the success of Vanguard. He’s only responsible for $7.3
Sara Grillo
NOVEMBER 14, 2022
Given the sorry state of America’s finances, how are average households going to address income “sustainability” over 3+ decades? He is a flat fee advisor; not a licensed insurance agent. I am a CFA® charterholder and financial advisor marketing consultant. Should advisors go to hell before selling an annuity?
The Big Picture
MARCH 26, 2024
She, she’s so insightful and so knowledgeable and has such a wonderful perch overseeing, you know, eight and a half trillion dollars of both individual mom and pop investors, advisors. They’re the biggest platform as a custodian for advisors. Yeah, that was me. I have the delightful Liz Ann Sonders on.
The Big Picture
DECEMBER 20, 2022
His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed.
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