Advisor Perspectives

APRIL 29, 2024

My guests today will present a planning framework that improves existing models by dynamically adjusting for market performance and longevity. Making course corrections after retirement means that the retiree must either spend less if investment returns are low or be able to spend more if markets rise.

Retirement 105

Retirement Clients Planning Investing 105

A Wealth of Common Sense

APRIL 29, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

Portfolio 78

Portfolio Investing Investments Marketing 78

Abnormal Returns

JUNE 6, 2023

(insights.finominal.com) Research Kai Wu, "While Quality seeks firms that are profitable today, Intangible Value seeks those investing in profitability tomorrow." alphaarchitect.com) Why the London Stock Exchange is losing share to other markets. mailchi.mp) Family relationships seem to affect our investing decisions.

Valuation 182

Valuation Investing Investments Marketing 182

Abnormal Returns

JULY 25, 2023

priceactionlab.com) Why managed futures investing isn't more popular. papers.ssrn.com) Research It makes total sense that equity market valuations are higher today than in the past. alphaarchitect.com) What you get when you replicate the performance of an investment strategy. wsj.com)

Startup 229

Startup Valuation Taxes Accounting 229

Nerd's Eye View

APRIL 30, 2024

My guest on today's podcast is Troy Sharpe. Welcome everyone! Welcome to the 383rd episode of the Financial Advisor Success Podcast ! Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households. Read More.

Financial Advisor 188

Financial Advisor Clients Retirement Planning 188

Abnormal Returns

JANUARY 3, 2024

wsj.com) Barry Ritholtz talks with Jonathan Miller of Miller Samuel about how to buy a house in today's market. humbledollar.com) Personal finance Why middle age is your investing sweet spot. (washingtonpost.com) Institutional investors are now building houses as opposed to buying.

Retirement 255

Retirement Taxes Investing Investments 255

The Big Picture

APRIL 11, 2024

Confused about where we are today? There were no disclosure rules, insider trading was rampant, and market manipulation the norm. Deregulating the brokerage industry, SEC allowed trading fees to be set by market competition for the first time in more than 180 years. Few noticed what was to become a revolution in investing.

Commission 350

Commission Taxes Management Electronics 350

Nerd's Eye View

MARCH 6, 2024

Financial advisors often discuss how futile it is to try and predict what will happen in the stock market, and yet the reality is that a core component of creating a financial plan involves making a prediction for how markets will behave, at least in the long run. Read More.

Valuation 199

Valuation Retirement Economics Financial Advisor 199

Abnormal Returns

JULY 23, 2023

Top clicks this week How to get rich in the markets, ranked from hard to easy. ritholtz.com) Four insights from the new edition of William Bernstein's "The Four Pillars of Investing." morningstar.com) Why stock market valuations are logically higher today than they were in the past.

Valuation 130

Valuation Investing Investments Marketing 130

Abnormal Returns

JULY 5, 2023

Markets It's not just the U.S. stock market that is rallying YTD. brklyninvestor.com) Finance If ESG investing can be restricted, then so can religious-focused funds. abnormalreturns.com) Research links: today's investment practices. ft.com) Bitcoin and Ethereum are at 52-week highs.

Financial Advising 203

Financial Advising Manufacturing Media Economy 203

The Big Picture

OCTOBER 22, 2022

This week, we speak with Marta Norton, Chief Investment Officer for Morningstar Investment Management (MIM ). Today, Norton observes that markets today are experiencing a substantial change, influenced by “the three sisters”: TINA: There is No Alternative (to stocks). Marta Norton Favorite Books.

Management 220

Management Investing Investments Portfolio Management 220

Nerd's Eye View

OCTOBER 18, 2023

A key value proposition for financial advisors is helping clients avoid common behavioral biases that can lead to suboptimal investment decisions. Which often leads to advisors counseling their clients to stay diversified and stick with a disciplined investment strategy to optimize their risk and return over the long term.

Marketing 203

Marketing Marketing Valuation Advertising 203

Nerd's Eye View

JANUARY 30, 2024

My guest on today's podcast is Tim Goodwin. Tim is the founder of Goodwin Investment Advisory, an RIA based in Woodstock, Georgia, that oversees $275M in assets under management for 370 client households. return in new onboarded client revenue for every $1 spent in marketing.

Financial Advisor 187

Financial Advisor Clients Compliance Engineering 187

The Irrelevant Investor

APRIL 28, 2024

Today’s Talk Your Book is sponsored by SpiderRock Advisors: On today’s show, we spoke with Eric Metz, President and Chief Investment Officer of SpiderRock Advisors to discuss option-overlay strategies for advisors and investors.

Portfolio 72

Portfolio Investing Investments Marketing 72

A Wealth of Common Sense

MARCH 27, 2024

Today’s Animal Spirits is brought to you by TBIL and the US Benchmark Series: See here for more information on investing in TBIL and the US Benchmark Series See here to register for The Compound Insider Listen here: On today’s show, we discuss: Why the roaring twenties left many Americans poorer Lots more on the big can kick in commercial (..)

Investing 89

Investing Investments Marketing Marketing 89

Abnormal Returns

JULY 26, 2023

money.usnews.com) Investing J.D. Roth, "Too many people try to overcomplicate investing. Too many people pay others to provide subpar investment results." jdroth.com) Why people underperform their own investments. awealthofcommonsense.com) Doug Boneparth, "Investing is hard, because nothing stays the same forever.

Fiduciary Duty 214

Fiduciary Duty Retirement Financial Advisor Economy 214

Advisor Perspectives

MAY 2, 2024

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?

Economics 64

Economics Investing Investments Marketing 64

A Wealth of Common Sense

MARCH 4, 2024

Today’s Talk Your Book is brought to you by Opto Investments: See here for more information on Optos private market solutions for wealth managers On today’s show, we discuss: How Opto Investments was started Why private markets are not scalable for traditional RIAs How Opto is optimizing for private markets The extraordinary growth of private (..)

Investing 69

Investing Investments Wealth Management Management 69

Nerd's Eye View

JULY 10, 2023

Gary Siperstein, Jason's father, had built a successful investment management firm exclusively focused on managing portfolios of small-cap value stocks. Jason's next move was to shift the firm away from pure investment management by incorporating comprehensive financial planning for his clients.

Financial Planning 229

Financial Planning Retirement Planning Clients 229

Advisor Perspectives

MAY 9, 2024

Investors often forget that nothing in the financial markets is permanent. While we remain very skeptical of today’s market’s heroes, we think the range of investment opportunities is historically broad, historically attractive, and a once-in-a-generation opportunity.

Financial Market 52

Financial Market Investing Investments Marketing 52

Abnormal Returns

JANUARY 17, 2024

Not worrying about money tomorrow is worth more than whatever you could buy today.” morningstar.com) How your career should affect how you invest. ofdollarsanddata.com) More black Americans are participating in the stock market. (whitecoatinvestor.com) Quotes James Clear, “Save more money than you think you need.

Retirement 209

Retirement Retirement Planning Insurance Education 209

Advisor Perspectives

MARCH 26, 2024

Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.

Investing 80

Investing Investments Marketing Marketing 80

The Big Picture

MARCH 18, 2023

The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. The Atlantic ) • Tech’s very bad year, in numbers : Reduced investment and large-scale layoffs have created dark times for tech globally. What can we learn from them today? (

Banking 292

Banking Economics Education Management 292

Advisor Perspectives

DECEMBER 6, 2023

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?

Economics 105

Economics Investing Investments Marketing 105

A Wealth of Common Sense

DECEMBER 25, 2023

Today’s Talk Your Book is brought to you by Polen Capital: We are joined by Todd Morris, International Growth Portfolio Manager and Analyst for Polen Capital to discuss investing outside the US.

Investing 84

Investing Investments Portfolio Management Valuation 84

Carson Wealth

MARCH 7, 2024

Let’s look at a few of the starting points today for a healthy retirement savings portfolio. The money you invest now will become your “paycheck” in retirement. Most individuals choose to have a certain amount of money transferred from each paycheck directly into their investment accounts so they don’t even have the option to spend it.

Retirement Planning 143

Retirement Planning Retirement Planning Risk Tolerance 143

The Big Picture

SEPTEMBER 26, 2022

If anything, it feels like the Fed wants to fight us, all of us, including the stock market and the economy. The Fed is actively trying to crash the stock market, break the housing market and push the economy into a recession. Irrelevant Investor ) see also Buying the Stock-Market Dip Is Backfiring. How do I know this?

Engineering 293

Engineering Economy Manufacturing Retirement 293

The Big Picture

MARCH 6, 2023

The initial public offering market is closed. Venture-capital investments are plunging, along with valuations of prepublic companies. When JPMorgan Chase analysts last year described Chinese internet companies as “uninvestable,” their report helped erase about $200 billion from US and Asian markets. In Congress, It’s Political.

Retirement Planning 270

Retirement Planning Transportation Valuation Consulting 270

Advisor Perspectives

APRIL 29, 2024

Private equity and venture capital funds have consistently outperformed public markets. But beyond those funds, there is a more specialized approach for investors to capitalize on the private markets: secondary transactions, often known as “secondaries.”

Investing 59

Investing Investments Marketing Marketing 59

Abnormal Returns

MAY 7, 2023

In the news A list of the best investing blogs of 2023, including Abnormal Returns. theatlantic.com) How today's market leaders differ from past generations. rogersplanning.blogspot.com) There is no one-for-one relationship between inflation, interest rates and the stock market. annual meeting.

Retirement 157

Retirement Investing Investments Marketing 157

Advisor Perspectives

APRIL 3, 2024

Here's an interesting set of charts that will especially resonate with those of us who follow economic and market cycles. Imagine that five years ago you invested $10,000 in the S&P 500. How much would it be worth today, with dividends reinvested but adjusted for inflation?

Economics 69

Economics Investing Investments Marketing 69

Abnormal Returns

SEPTEMBER 15, 2023

Markets When network effects reverse, look out. youngmoney.co) Strategy The case for TIPS at today's levels. wsj.com) If Hipgnosis is any sign, the bull market in song royalties seems to be coming to an end. ft.com) Venture capital Most companies are not suitable for a venture capital investment.

Investing 251

Investing Investments Financial Advising Manufacturing 251

Abnormal Returns

JULY 29, 2022

variety.com) 45 podcast episodes to help you learn about investing. shows.acast.com) Corey Hoffstein talks with Andrew Beer, co-founder of Dynamic Beta Investments, about hedge fund replication. smeadcap.com) Ted Seides talks credit investing with Josh Friedman who is the Co-Founder and Co-CEO of Canyon Partners.

Investing 251

Investing Investments Management Marketing 251

Abnormal Returns

SEPTEMBER 25, 2022

Markets Quality stocks have not been a defense against a bear market. marketwatch.com) How rogue waves help explain market disasters. theirrelevantinvestor.com) Why you should be happier investing today than a year ago. theirrelevantinvestor.com) Why you should be happier investing today than a year ago.

Financial Advising 240

Financial Advising Startup Media Economy 240

Abnormal Returns

OCTOBER 2, 2022

Top clicks this week You need to keep your head to get to the other side of the bear market intact. theirrelevantinvestor.com) Bear markets are where wealth is built. awealthofcommonsense.com) Why you should be happier investing today than a year ago. thereformedbroker.com) Everything sucks. What's the bull case?

Retirement 157

Retirement Investing Investments Marketing 157

A Wealth of Common Sense

JANUARY 29, 2024

Today’s Talk Your Book is brought to you by F/m Investments: We are joined by Alex Morris, CIO and President of F/m Investments to discuss their latest fixed income product.

Marketing 70

Marketing Marketing Investing Investments 70

The Reformed Broker

MARCH 3, 2023

This week, Nick Maggiulli, Dan Nathan, and Downtown Josh Brown discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more!

Investing 130

Investing Investments Marketing Marketing 130