RVW Wealth Wisdom

In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Donovan Schafer talk to ERISA attorney Alex Brucker about the ins and outs of company-sponsored retirement plans. They discuss the varying roles and concerns of the IRS and the Department of Labor, the differences between an IRS audit and a DOL investigation, and many more issues in great detail. If you’re interested in company-sponsored retirement plans, this is the podcast for you! The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo welcome back First Trust's Dan Waldron to talk about constructing ETFs with a factor-based approach. In particular, Dan explains what numbers they look at how they decide what to focus on. They also discuss other ways in which First Trust feels it adds value to its investors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber and Stephen Seo talk with UCLA Professor Shlomo Benartzi about the rise of behavioral finance and its implications for investors. They also discuss how behavioral finance has been used to improve corporate retirement plans and practical tips investors can use in everyday life. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with First Trust's Dan Waldron about different approaches to accessing the technology sector. In particular, Dan explains the differences between the popular QQQ ETF and First Trust's QTEC ETF, how the latter is more tech-focused, and how differences in weighting can make a big difference in outcomes. They also discuss First Trust's investment philosophy and how First Trust incorporates some aspects of fundamental analysis. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Jeffrey Abrams, Jonathan Gerber, and Stephen Seo talk with Nuveen's Jordan Farris about ESG investing. They discuss the different types of ESG investing, best practices, and how the focus on environmental, social, and governance issues has changed over time. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with WisdomTree's Jeremy Schwartz about the evolution of WisdomTree's approach to factor-based investing. They also discuss the difference between forward-looking and backward-looking factors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jeffrey Abrams, and Stephen Seo talk with The Macallan's James Bowers about Macallan Whiskey. They discuss this history of The Macallan and the unique approach The Macallan takes to making fine whiskey. They also discuss other whiskeys from different parts of the world. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Stephen Seo welcome BlackRock's David Prince back onto the show to talk about BlackRock's iBond ETFs. They discuss how bond ETFs have made it easier to create bond ladders that insulate against both interest rate risks as well as default risks through greater monitoring and diversification. They also discuss how the various quality factors influence credit risk assessments and the logic behind excluding callable bonds for greater predictability. Lastly, the group discusses how trading bonds through exchanges, instead of the traditional over-the-counter trading, reduces information asymmetry and leads to greater transparency and liquidity. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber and Jonathan Gerber talk with estate planning attorney David Soffer to discuss the in's and out's of estate planning. They discuss the differences between a comprehensive estate plan and a will, how to avoid probate, the function of a living trust, the treatment of retirement plans, and how to avoid pitfalls and common mistakes. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Stephen Seo talk with BlackRock's Daniel Prince about BlackRock's QUAL ETF. They discuss what "quality" means as a factor, how it's measured, and how factor-based investing compares to market-cap weighted investing. They also discuss how these attributes of "quality" might help companies given the current stage of the economic cycle using real-world examples. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with J.P. Morgan's Yasmin Dahya about the rise of ETFs, how they differ from mutual funds, and the pros and cons of each. They also discuss the efficiencies and tax benefits of ETFs and the mechanics of how they work. Lastly, the group discusses market-cap weighting versus other weighting schemes and the importance of a factor-based approach and how various factors can be combined. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo talk with Kristina Hooper about the likely impacts of trade policy on financial markets, Fed policy, inflation, and other matters. Special attention is given to the infamous “inverted yield curve” (what to think about it and how to react), comparing the U.S. to Japan, and the longer-term effects of reduced corporate income taxes. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this edition of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo provide practical and relevant information about the tax impacts of various investment considerations. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.

In this episode, Selwyn Gerber, Jonathan Gerber, and Stephen Seo introduce the RVW WealthWisdom podcast, explain where they will be taking this podcast in future episodes, and cover some practical tips for investors. The RVW WealthWisdom podcast is a production of RVW Wealth LLC.