Podcasts about Asset allocation

Investment strategy

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Best podcasts about Asset allocation

Show all podcasts related to asset allocation

Latest podcast episodes about Asset allocation

Retirement Talk Radio's Podcast
Navigating Market Volatility

Retirement Talk Radio's Podcast

Play Episode Listen Later Oct 5, 2022 29:22


It's difficult to feel settled when markets are falling and uncertainty clouds the future, but we know that corrections are a normal and essential part of the cyclical nature of the market. They release pressure on markets when equities rise too fast, but that doesn't ease our mind when we're in the midst of the turbulence. What can help, however, is maintaining the right perspective.  Having a comprehensive plan can really paint the bigger picture and help bring the long-term back into focus. The goal isn't just your investment returns. It's about reaching the overall goals you've set for your future. Today, Laura Stover, RFC® and Michael Wallin, CFP® will tell you what you need to keep in mind to navigate the market volatility so that you'll avoid trying to time the market and keep from acting emotionally when the large swings occur. Plus, we'll tell you why times like these can actually become opportunities for investors with the right perspective. You can also find out more about an upcoming live appearance in Ohio and how to register as well as a webinar that we'll be rolling out soon for out-of-town listeners.  Redefining Wealth® Custom Blueprint Income Plan: https://redefiningwealth.info/schedule/ Rate, Review and Subscribe to the Podcast:https://podcasts.apple.com/us/podcast/retirement-talk-podcast-with-laura-stover/id571347188 How to Connect: redefiningwealth.info lswealthmanagement.com Schedule a Review: https://redefiningwealth.info/schedule/    Timestamps (show notes): 2:01 – Is Google still a solid company? 6:07 – Historical perspective on the S&P 500 8:01 – Focus on goals, not returns 11:48 – What you need to keep in mind 17:06 – What else can you be doing right now? 20:25 – Importance of asset allocation and diversification

Forward Guidance
Liquidity Spiral In The Bond Market Is Causing "Tremendous Stress" | Jim Bianco

Forward Guidance

Play Episode Listen Later Oct 3, 2022 65:22


Use code GUIDANCE250 to get $250 off tickets to Blockworks' London Digital Asset Summit Jim Bianco, founder of Bianco Research LLC, joins Jack Farley to explain how the meltdown in the British bond (“gilt”) market, which occurred on Wednesday, September 28th, is exposing serious cracks in the plumbing of the financial system. Bianco argues that the Bank of England's injection of liquidity was necessary in order to prevent the failure of a major institution. Bianco tells Farley that the Federal Reserve is not close to “pivoting” to a looser policy because the labor market remains strong. Bianco breaks down key bond market concepts, such as convexity and duration, explains why we are likely already in a recession, and argues that the work-from-home trend is here to stay. Filmed on Thursday, September 29th. -- Follow Jim Bianco Follow Jack Farley Follow Forward Guidance Follow Blockworks  Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter -- Founded in 2014 by three cybersecurity engineers, Bittrex is a world-class cryptocurrency exchange with a focus on security and trust. Trade over 150 cryptocurrencies in the United States along with lightning-fast trade execution and dependable digital wallets, all protected by industry-leading security practices. Discover why Bittrex is the best kept secret in crypto trading. Open your account today at: https://bit.ly/3M1qNIU -- (00:00) Introduction  (00:30) Chaos In the U.K. Government Bond ("Gilt") Market (08:53) What's Next To Break? (15:41) What Can Bring Inflation Down (Other Than A Global Recession)? (19:18) The Stress On Banks Is Tremendous" (33:46) Are Bonds Attractive At These Levels? (36:56) Bianco's Outlook on Stocks (38:47) I'm Going To Channel My Inner Zoltan Pozsar Here" (51:05) Why Working From Home Is A Permanent Trend (57:09) Closing Thoughts On The Labor Market and The Fed (1:02:14) Asset Allocation in Stocks, Bonds, and Crypto (1:04:49) Outro -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Confluence Podcasts
Asset Allocation Bi-Weekly - The Gold Paradox (10/3/2022)

Confluence Podcasts

Play Episode Listen Later Oct 3, 2022 8:54


Why is gold performance underwhelming in the face of high inflation? This is a question we're hearing from investors, so Confluence Chief Market Strategist Bill O'Grady takes a look at gold this week and adds some color to the research discussed in our associated written report.

Financial Safari with Marty Nevel

Marty breaks down proposals that are included in Securing a Strong Retirement Act of 2022 which is also known as Secure Act 2.0.  Proposed changes include requiring employers to auto enroll employees in a 401(k) or 403(b), raising the RMD age, new rules for 401(k) retirement plans, and increases for catch up contributions.  He also gives considerations on saving more and saving smarter for retirement such as factoring in longevity and inflation, looking at a health savings account, and considering an annuity.  Marty then moves to what you will do with all that time in retirement.  Trips, part-time work, fitness, health, and finding your purpose are included in the conversation. You can reach Marty Nevel by calling 888-519-9096.See omnystudio.com/listener for privacy information.

Retire Right Radio with Paul Roberts
Retirement Income That May Not Be Taxable

Retire Right Radio with Paul Roberts

Play Episode Listen Later Sep 30, 2022 53:32


Paul goes through various streams of retirement income that may not be subject to taxation and breaks down the strategies to achieve that goal.  He also continues to monitor high inflation and its effects on retirement planning and discusses steps to take in order to maintain the lifestyle you want in retirement. You can reach Paul Roberts and the team by calling 800-891-8680. Roberts Wealth ManagementSee omnystudio.com/listener for privacy information.

Americana Partners
Stay Invested - September 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 28, 2022 45:45


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Rich Pickings: Fidelity's Asset Allocation Podcast

In a week which saw sterling slide, an intervention from the IMF, and the Bank of England step in to calm markets, Portfolio Managers Tim Foster and Leigh Himsworth and Senior Sovereign Analyst Andressa Tezine join Richard Edgar to discuss where next for the UK, where to look for green shoots in the rest of the world, and where investors can allocate as we navigate new territory. With additional contributions from Global Head of Macro and Strategic Asset Allocation Salman Ahmed. You can read more from Fidelity's Global Macro and Asset Allocation team here. Opening clips: Dani Burger, Bloomberg TV Jayne Secker, Sky NewsSee omnystudio.com/listener for privacy information.

Market Talk
Is it time to add to European high yield?

Market Talk

Play Episode Listen Later Sep 27, 2022 22:31


Does the increased carry provide opportunity for European high yield bonds, despite rising rates and economic uncertainty? In this episode of Market Talk, Sjors Haverkamp, Co-Lead Portfolio Manager Global and European High Yield, joins NN IP's Head of Multi Asset Ewout van Schaick to discuss the attractions and risks of this asset class.

Barclays UK Investment Insights
Special: Should UK investors worry about a weakened pound?

Barclays UK Investment Insights

Play Episode Listen Later Sep 26, 2022 13:36


In this Word on the Street Special, we talk about what UK investors need to know about the drop in the value of Sterling and what to expect in Europe after the Italian elections, with Sarah Gresty (Head of Investments), Jean-Paul Jaegers (Head of Asset Allocation), and Will Hobbs (Chief Investment Officer). To learn more about investing and managing your money, subscribe to our monthly podcast series Barclays UK Money Plan: @user-222972786 or on Apple Podcasts (https://podcasts.apple.com/gb/podcast/barclays-uk-personal-finance/id1553797826) To find out about starting your investment journey with Barclays, visit www.barclays.co.uk/investments You can also follow us on LinkedIn for more Barclays investment updates - https://www.linkedin.com/showcase/barclays-digital-investments/ And for Barclays Wealth Management updates - https://www.linkedin.com/company/barclays-wealth-and-investment-management/

Business News Leaders
Pension allocation and asset allocation trends

Business News Leaders

Play Episode Listen Later Sep 26, 2022 26:52


With rising inflation, geopolitical risk, climate and energy concerns, there's a lot for pension funds trustees and their consultants to consider at the moment when it comes to their investment and asset allocation strategies. 
Mercer's recently released Asset Allocation Insights 2022 report showed that South African pension funds invest 61% of their portfolios in equities, which is one of the highest equity allocations in the world. Allocations to growth assets increased year on year compared to the previous survey (+6%) as managers adopted a more pro-risk stance and investors looked toward a rebound in business activity despite the emergence of new Covid-19 variants.
Whether you are an asset owner, asset manager, financial intermediary or other institutional investment participant, these trends bring insights and actions to build upon. To unpack the pension allocation and asset allocation trends Michael Avery is joined by Mandisa Zavala, Head of Asset Allocation at Alexforbes; Janina Slawski, Head of Investments Consulting at Alexforbes and Mark Smathers, Principal at Mercer

FidelityConnects
Inflation, the Federal Reserve, global asset allocation, FMP and more – David Tulk

FidelityConnects

Play Episode Listen Later Sep 23, 2022 29:33


As summer turns to fall, many things are changing, but inflation remains directionally unchanged - stubbornly high. The August U.S. CPI numbers came in hotter than expected at 8.3%, causing further volatility in the markets the rest of the week. So, does this point to another aggressive rate hike by the Fed, and what will that mean for portfolio allocation decisions? David Tulk is today's guest to unpack this and more. David is a portfolio manager on Fidelity's Global Asset Allocation team who manage many funds for Canadian investors, including Fidelity Inflation-Focused Fund and the Fidelity Managed Portfolios suite. A few key topics from today's 30-minute discussion between David and host Pamela Ritchie include a positioning update on the G.A.A. team's funds including global allocations, specifically China. Also, a look at energy, gold, a long-term outlook for the Canadian dollar which includes looking at housing and interest rates. Additionally, David believing inflation is likely to be more persistent than what central banks and the market believes. Recorded on September 14, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong
Market View: Clues from the FOMC's meeting, effectiveness of the 75 basis point hike by the US Fed

MONEY FM 89.3 - Prime Time with Howie Lim, Bernard Lim & Finance Presenter JP Ong

Play Episode Listen Later Sep 22, 2022 11:23


It's been a busy week for central banks, and of course a week filled with anxiety for us investors. For one thing, the Fed has raised interest rates by yet another 75 basis points in a bid to prevent price increases from being entrenched in the US economy. But perhaps what's more interesting is where the Fed see the US economy going and what it wants to do in the future. That's especially so as the central bank moves into a restrictive monetary policy territory that could more seriously impact the economy. On Market View, Prime Time's finance presenter Chua Tian Tian unpacked details from the latest FOMC meeting with Luke Browne, Senior Portfolio Manager and Head of Asset Allocation, Multi-Asset Solutions Team Asia, Manulife Investment Management. See omnystudio.com/listener for privacy information.

Your Money, Your Wealth
Backdoor Roth, Investing, and Taxes - 396

Your Money, Your Wealth

Play Episode Listen Later Sep 20, 2022 48:01 Very Popular


Joe & Big Al answer your questions on, of course, backdoor Roth strategies. Y'know, to get as much lifetime tax-free growth on your investments as possible. Plus, investing strategies: does it make sense to buy a property now and rent it out until retirement? How much of a single stock in your investment portfolio can you sell and pay no capital gains tax? The fellas also explain capital loss carryovers, inherited IRAs, spousal Social Security and delayed retirement credits, required minimum distributions, and they spitball on an appropriate allocation of bonds, domestic stocks, and international stocks. Show notes, free financial resources, Ask Joe & Big Al On Air: https://bizlink.to/ymyw-396

Finanzfluss Podcast
#324 10.000€ anlegen? Was sind deine Lieblingsaktien? Lisa im Fragenhagel! | Aktiengram Interview 2/2

Finanzfluss Podcast

Play Episode Listen Later Sep 19, 2022 17:55


Im heutigen Interview hat Thomas mit der Finanzbloggerin und Fachinformatikerin Lisa Osada gesprochen und eure Fragen von Instagram an sie gestellt. Sie erzählt uns, wie sie 10.000€ anlegen würde, was ihre Lieblingsaktien sind und warum sie jedes Jahr kostenlos Pyjamas zugeschickt bekommt. ➡️ Zum Angebot von LanguageTool (20 % Rabatt auf LanguageTool Premium): https://languagetool.com/finanzfluss *

Confluence Podcasts
Asset Allocation Bi-Weekly - The Federal Reserve's Big Policy Mistake (9/19/2022)

Confluence Podcasts

Play Episode Listen Later Sep 19, 2022 10:00


The Federal Reserve has made no secret of its intent to curb inflation by means of interest rate hikes, even if economic pain is the result. The Fed's hope, of course, is that any slowdown or recession will be mild. Confluence Market Strategist Patrick Fearon-Hernandez joins today to discuss why present Fed policy is more likely to lead to a deeper recession than the stock market currently anticipates.

The Meb Faber Show
Ben Inker, GMO – Dispelling Myths in The Value vs. Growth Debate (The Best Investment Writing Volume 6)

The Meb Faber Show

Play Episode Listen Later Sep 19, 2022 30:18


Today's episode features Ben Inker reading his piece, Dispelling Myths in The Value vs. Growth Debate.  Ben is co-head of GMO's Asset Allocation team and a member of the GMO Board of Directors. The Best Investment Writing series features top research pieces that we've shared via The Idea Farm in the past year. Subscribe here so you get these sent to you each week. Check out the past series of The Best Investment Writing below: Volume 5 Volume 4 Volume 3 Volume 2 Volume 1 ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Today's episode is sponsored by Stream by AlphaSense. Stream is an expert transcript library used by people just like you to quickly perform preliminary diligence on new ideas related to their target companies in the tech, media, telecom, healthcare, consumer and industrial sectors; avoiding the time, hassle, and cost of traditional expert network calls.  With over 15,000 on-demand expert call interviews, 100+ new transcripts added each day, AI smart search technology, and 70% of our experts unique to our network, it's no wonder the world's leading financial firms choose Stream. Sponsor dollars for the entire Best Investment Writing series are being donated to the charity of the guest's choice. Today's sponsor dollars are being donated to the Massachusetts Coalition to Prevent Gun Violence on behalf of Ben Inker. ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here! 

ET Markets Podcast - The Economic Times
ETMarkets' Investors Guide: Should high-stress macro factors affect your asset allocation strategy?

ET Markets Podcast - The Economic Times

Play Episode Listen Later Sep 17, 2022 10:03


Your Finances Untangled with Moise Piram
Secure Act 2.0-What's In It?

Your Finances Untangled with Moise Piram

Play Episode Listen Later Sep 16, 2022 33:58


Mo covers Secure Act 2.0 as it stands now and the proposed changes which could affect the strategies of retirees and the savings of workers.  He looks at everything from the requirement to automatically enroll new employees to a 401(k) to proposed raising of the RMD age and decreasing the penalty for missing a required minimum distribution.  Mo also looks at strategies to consider to make sure you can get through your retirement and ease the fear of running out of money. CloudVestorsSee omnystudio.com/listener for privacy information.

White Coat Investor Podcast
WCI #280: Asset Allocation, International Stocks, Bonds, Small and Mid-Cap Value Factors

White Coat Investor Podcast

Play Episode Listen Later Sep 15, 2022 53:37 Very Popular


This episode Dr. Dahle talks about asset allocation. We discuss if your asset allocation should ever change and specifically if it should change in retirement or after you are financially independent. We discuss if it is even worth investing in international when US stocks are doing so well. Bonds continue to disappoint, and we continue to give the same message—stay the course. Once we talked all about asset allocation and investing, we move on to what you do once you have invested your money. You spend it. Funny enough, for some people, spending money is even harder than saving it. There is no point in having money if you are not going to spend it. Live a little! See full show notes here: https://www.whitecoatinvestor.com/asset-allocation-international-stocks-bonds-small-and-mid-cap-value-factors-280  A lot of physicians have questions about locum tenens, and locumstory.com is the place for them to get real, unbiased answers to those questions, basic questions like, “What is locum tenens?” to more complex questions about pay ranges, taxes, various specialties, and how locum tenens works. And then there's the big question: is it right for you? Go to https://www.whitecoatinvestor.com/locumstory and get the answers. The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you! Main Website: https://www.whitecoatinvestor.com  YouTube: https://www.whitecoatinvestor.com/youtube  Student Loan Advice: https://studentloanadvice.com  Facebook: https://www.facebook.com/thewhitecoatinvestor  Twitter: https://twitter.com/WCInvestor  Instagram: https://www.instagram.com/thewhitecoatinvestor  Subreddit: https://www.reddit.com/r/whitecoatinvestor  Online Courses: https://whitecoatinvestor.teachable.com  Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter 

Finanzfluss Podcast
#322 Fast 3.000€ in einem Monat mit Dividenden verdient! Interview mit Lisa Osada von Aktiengram 1/2

Finanzfluss Podcast

Play Episode Listen Later Sep 12, 2022 38:53


Im heutigen Interview spricht Thomas mit Lisa Osada, sie ist Fachinformatikerin, dreißig Jahre alt und Finanzbloggerin. Trotz ihres jungen Alters investiert sie bereits seit über elf Jahren an der Börse und verfolgt eine Dividendenstrategie. ➡️ Zum Angebot von ASKET: https://www.asket.com/ * Sie hat sich bereits ein beachtliches Depot aufgebaut und kassiert jeden Monat mehrere Hundert Euro an Dividendenzahlungen. Wie genau sie das gemacht hat und was ihre Anlagestrategie ist, erfährst du in dieser Folge.

Allworth Financial's Money Matters
Pension advice, asset allocation guidance, the danger of financial insurance products, and where to draw income from in the first years of retirement.

Allworth Financial's Money Matters

Play Episode Listen Later Sep 10, 2022 52:24 Transcription Available Very Popular


On this week's Money Matters, Scott and Pat help an Alaska woman decide whether now is the time to draw from her pension.  A 61-year-old from Seattle spends her birthday asking about tax implications related to her real estate holdings.  You'll hear why Scott and Pat think a Colorado man should weather the current market volatility.  Finally, a North Carolina woman learns the best way to generate income if she and her husband wait to draw from a pension and Social Security.   Join Money Matters:  Get your most pressing financial questions answered by Allworth's CEOs Scott Hanson and Pat McClain live on-air! Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com. Download and rate our podcast here.

Wealth Training Academy with Ed Storer
Retirement Risks-What To Do With Your 401(k)

Wealth Training Academy with Ed Storer

Play Episode Listen Later Sep 9, 2022 52:35


Ed outlines five risks of retirement including longevity, healthcare costs, poor asset allocation, and inflation.  What if you find yourself with excess money in retirement?  He covers some strategic ways you can gift money and assets now.  Ed closes with the options you have with your 401(k) once you retire. You can reach Ed Storer and the team by calling 800-563-7030. The Wealth Training AcademySee omnystudio.com/listener for privacy information.

Money Tree Investing
Risk Management and Asset Allocation For Tiger 21

Money Tree Investing

Play Episode Listen Later Sep 9, 2022 91:10


This week we interview Michael Sonnenfeldt, founder of Tiger 21. We discuss many issues that effect the Tiger 21 community, risk management, asset allocation, when they expect a recession, and most importantly what trends are the most watched for their members. This is another exciting interview with Michael, who has graciously shared a peek behind the curtain with the Tiger21 community. My favorite part is the asset allocation for Tiger 21 community. For more information, visit the show notes at https://moneytreepodcast.com/risk-management-and-asset-allocation-for-tiger-21 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast

FidelityConnects
Jackson Hole Symposium, inflation, global asset allocation, and more – Ilan Kolet

FidelityConnects

Play Episode Listen Later Sep 7, 2022 26:33


Frequent guest Ilan Kolet is back with us again today. Ilan is an institutional portfolio manager on Fidelity's Global Asset Allocation team who manage several funds for Canadian investors, including the Fidelity Managed Portfolio suite of funds. We caught up with Ilan the week after the U.S. Federal Reserve's Jackson Hole Economic Symposium. Ilan looks at key takeaways, and unpacks what this has meant for the U.S. equity markets, and what may be next for inflation, rates, and possible recession. A few findings include hiring may slow and unemployment drifting higher in the U.S., services prices being largely determined by the labour market and wage growth, and the Fidelity Managed Portfolios continuing to hold Treasury Inflation-Protected Securities (TIPS) as inflation protection. Recorded on August 29, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Confluence Podcasts
Asset Allocation Bi-Weekly - Storm Warning (9/6/2022)

Confluence Podcasts

Play Episode Listen Later Sep 6, 2022 9:54


Recession fears can greatly impact investments, so it makes sense that financial markets are focused today on when, and if, a recession might occur. Confluence Chief Market Strategist Bill O'Grady joins today's podcast to offer his thoughts.

my millennial money
535 high growth vs high yield ETFs, core/satellite approach, superannuation asset allocation, private health insurance, money values & more

my millennial money

Play Episode Listen Later Sep 5, 2022 99:56


Glen and Dev Raga from my millennial money medical caught up for a yarn and well, it became a campfire chat. They went deep on values, investing, health insurance and health care in Australia... all the good stuff!Whether you're a healthcare worker or just love geeking out on finance, make sure to head over to my millennial money medical and give it a listen! Check out the episode Glen mentions: 438b private health insurance case study: Glen's cost of surgeryLearn more about TAL here: https://bit.ly/tal-m3podcast

Americana Partners
Stay Invested - August 2022 Market Commentary

Americana Partners

Play Episode Listen Later Sep 4, 2022 45:57


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

FidelityConnects
Global asset allocation highlights direct from Vancouver – David Tulk and Ilan Kolet

FidelityConnects

Play Episode Listen Later Sep 2, 2022 44:02


Today we'll hear from two members of Fidelity's Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape. Recorded on August 16th at Fidelity Canada's recent Focus 2022 event in Vancouver. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.

Your Finances Untangled with Moise Piram
Strategies Now for Better Taxes Later

Your Finances Untangled with Moise Piram

Play Episode Listen Later Sep 2, 2022 41:40


Mo covers challenges you could face down the road in your life if all of your investment savings are in tax deferred accounts.  He looks at implementing a tax bucketing strategy to include taxable, pre-tax, and tax-free.  We're all feeling inflation now but in the second segment Mo offers strategic tips to combat would could be pain felt later due to rising interest rates. CloudVestorsSee omnystudio.com/listener for privacy information.

Standard Chartered Money Insights
Through The Noise: Narrowing our focus

Standard Chartered Money Insights

Play Episode Listen Later Sep 2, 2022 12:09


In today's edition of Through the Noise, Audrey speaks to Abhilash about rising recessionary risks in the US, how should investors should consider positioning their portfolios in this environment and if the sharp rally in the US dollar will persist. Speakers:Abhilash Narayan, Senior Investment Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Forward Guidance
The Fed Doesn't Have What It Takes To Fight Inflation | Joseph Wang & Mish Shedlock

Forward Guidance

Play Episode Listen Later Sep 1, 2022 49:07


Use code JACK250 to get $250 off tickets to Blockworks' New York Digital Asset Summit: https://blockworks.co/events/digital-asset-summit-2022-new-york/ Use code GUIDANCE250 to get $250 off tickets to Blockworks' London Digital Asset Summit (sale ends Sunday): https://blockworks.co/events/digital-asset-summit-2022-london/ -- NOTE: This interview was filmed on August 23, 2022, days before Fed Chair Jay Powell's remarks at Jackson Hole. Jack welcomes former senior Fed trader Joseph Wang and Michael “Mish” Shedlock, economic blogger and investment advisor, to analyze the twin threats of inflation and recession, and the challenges investors and the Federal Reserve face as they try to navigate both. Shedlock argues that the economy is slowing rapidly and the Federal Reserve will likely overtighten which could “kill” the stock market. Wang argues that the risk is that the Federal Reserve is too loose, and notes that an excerpt from the July FOMC minutes which Wang saw as “cowardly” caused Wang to be more open to the view that Powell will cave to dovish political pressure. In his own words, “this is the Fed of Arthur Burns.” NOTE: This interview was filmed on August 23, 2022, days before Fed Chair Jay Powell's remarks at Jackson Hole. -- Follow Mish Shedlock on Twitter https://twitter.com/MishGEA Follow Joseph Wang on Twitter https://twitter.com/FedGuy12 Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ -- Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ -- Joseph Wang's work can be found here: https://fedguy.com/ Mish Shedlock's writings can be found here: https://mishtalk.com/ Mish's article on housing: https://mishtalk.com/economics/new-home-sales-crash-accelerates-sales-down-12-6-percent-in-july July FOMC minutes: https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20220727.pdf -- (00:00) Introduction (01:37) Are We In A Recession Already? (05:48) Housing (15:00) Stagflation (19:58)The Stock Market (21:12) The Wang Pivot (29:27) The Commercial Banking System (35:16) Asset Allocation (36:51) Gold (39:53) The Pension Crisis -- Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Mission to the Moon Podcast
รู้จักการกระจายความเสี่ยงฉบับมือใหม่ เข้าใจง่าย | MM Invest EP.25

Mission to the Moon Podcast

Play Episode Listen Later Sep 1, 2022 19:13


“ไม่ควรใส่ไข่ไว้ในตะกร้าใบเดียว” คำพูดสุดฮิตในโลกของการลงทุน ที่คอยเตือนเหล่านักลงทุนให้รู้จัก ‘กระจายความเสี่ยง' . โดย Mission Invest EP. นี้ “รวิศ หาญอุตสาหะ” และ “ฉัตร ภูริวัจน์” จะมาลงลึกในเรื่องของการ กระจายความเสี่ยง ด้วยหลักการที่เรียกว่า Asset Allocation กลยุทธ์ “การจัดสรรสินทรัพย์” แบบไม่พึ่งโชค พร้อมกับ แขกพิเศษคนสำคัญ ‘คุณจิรพนธ์ จองสุขี' เจ้าหน้าที่วิเคราะห์ ส่วนจัดการกองทุนรวม บริษัท กรุงเทพประกันชีวิต จำกัด (มหาชน) ที่จะมาให้คำแนะนำและความรู้ ในการสร้างกลยุทธ์การลงทุนให้กับทุกคน เรียกได้ว่าใครที่อยากจะกระโดดเข้าสู่โลกของการลงทุนและพร้อมสร้างความมั่นคงแล้วล่ะก็ ห้ามพลาด! . สามารถดูรายละเอียดแบบประกัน Unit Linked จากกรุงเทพประกันชีวิต พร้อมข้อมูลกองทุนรวมได้ที่ : https://bit.ly/BLAUL-MMP หรือโทร. 02-777-8888 . Mission To The Moon X กรุงเทพประกันชีวิต

Paisa Vaisa
Advisor Perspectives Part 1 : The Psychology of Finance with International Money Matters

Paisa Vaisa

Play Episode Listen Later Aug 29, 2022 40:20


Investment is more than just putting money in assets, it's an emotional decision! On the first episode of Advisor Perspectives, Anupam Gupta talks to Lovaii Navlakhi, founder & CEO of International Money Matters. Together, they take deep dive into the emotional aspects of financing, decisions impacting your asset portfolio, and how a good financial advisor makes a customized financial plan. They also discuss how financial advisors can build deeper connections with their clients, resulting in better services. This and much more on this episode of #PaisaVaisaAbout the ShowPaisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!You can know more about International Money Matters on:Website: https://www.immpl.com/You can find Lovaii Navlakhi on LinkedIn and TwitterGet in touch with our host Anupam Gupta on social media:Twitter: ( https://twitter.com/b50 )Instagram: ( https://www.instagram.com/b_50/ )Linkedin: (https://www.linkedin.com/in/anupam9gupta/ )You can listen to this show and other awesome shows on the IVM Podcasts app on Android: https://ivm.today/android or iOS: https://ivm.today/ios, or any other podcast app.You can check out our website at https://www.ivmpodcasts.com/

Thoughts on the Market
Andrew Sheets: Is Cash an Efficient Asset Allocation?

Thoughts on the Market

Play Episode Listen Later Aug 26, 2022 2:59 Very Popular


Though returns offered by cash have been historically bad over the last 10 years, the tide has begun to turn on cash yields and investors will want to take note.-----Transcript------Welcome to Thoughts on the Market. I'm Andrew Sheets, Chief Cross-Asset Strategist for Morgan Stanley. Along with my colleagues, bringing you a variety of perspectives, I'll be talking about trends across the global investment landscape and how we put those ideas together. It's Friday, August 26, at 2 p.m. in London. For much of the last 12 years, the question of whether to hold cash in a portfolio was really a question of negativity. After all, for most of that time, holding cash yielded nothing or less than nothing for those in Europe. Holding it implied you believed almost every other investment option was worse than this low bar. Unsurprisingly, the low returns offered by cash over this period led to... low returns. For 8 of the 10 years from 2010 through 2020, holding cash underperformed both U.S. stocks and U.S. Treasuries. And while cash is often like stocks and bonds over time, the returns to holding cash since 2010 were historically bad. But that's now changing, because cash no longer yields nothing. As central banks have raced to raise rates in the face of high inflation, the return on holding cash or near cash investments has jumped materially. One year ago, a 6 month U.S. Treasury bill yielded 0.04%. It now yields 3.25%. That is 3.25% for an investment with very low volatility backed by the full faith and credit of the U.S. government. That's a higher yield than a U.S. 10 year Treasury bond. It is more than double the dividend yield of the S&P 500 stock index. And it's just a quarter of a percentage point less than the dividend yield on U.S. real estate investment trusts. It's important to note that not all short term liquid investments are created equal. While six month U.S. T-bills now yield 3.25%, the average yield on 6 month bank CD's is less than 1%, and the average U.S. savings account yields just 0.2%. In other words, it pays to shop around. And for those in the business of managing money market and liquidity funds, we think this is a good time to add value and grow assets. What are the market implications? For equity markets, if investors can now receive higher yields on low risk cash, we think it's reasonable to think that that should lead investors to ask for higher returns elsewhere, which should lower valuations on stocks. My colleague Michael Wilson, Morgan Stanley's Chief Investment Officer and Chief U.S. Equity Strategist, sees poor risk reward for U.S. equities at current levels. More broadly, we think it supports holding more U.S. dollar cash in a portfolio. That's true for U.S. investors, but also globally, as we forecast the U.S. dollar to continue to strengthen. Holding cash isn't necessarily a sign of caution, it may simply be efficient allocation to an asset that has recently seen a major jump in yield. Thanks for listening. Subscribe to Thoughts on the Market on Apple Podcasts, or wherever you listen, and leave us a review. We'd love to hear from you.

Americana Partners
Stay Invested - August 2022 (Summary) Market Commentary

Americana Partners

Play Episode Listen Later Aug 26, 2022 6:44


Melissa Giles, Director of Portfolio Management with Americana Partners presents the Monthly Market Commentary as written by, David M Darst, Chief Investment Officer with Americana Partners.  Any charts/graphs referenced are available in print format and may be provided at your request. David is currently the Chief Investment Officer for Americana Partners. David served for 17 years as a Managing Director and Chief Investment Strategist of Morgan Stanley Wealth Management, with responsibility for Asset Allocation and Investment Strategy; was the founding President of the Morgan Stanley Investment Group; and was founding Chairman of the Morgan Stanley Wealth Management Asset Allocation Committee. After 2014, he served for several years as Senior Advisor to and a member of the Morgan Stanley Wealth Management Global Investment Committee. He joined Morgan Stanley in 1996 from Goldman Sachs, where he held Senior Management posts within the Equities Division and earlier, for six years as Resident Manager of their Private Bank in Zurich. David is the Author of twelve books: (i) The Complete Bond Book (McGraw-Hill); (ii) The Handbook of the Bond and Money Markets (McGraw-Hill); (iii) The Art of Asset Allocation, Second Edition (McGraw-Hill); (iv) Mastering the Art of Asset Allocation (McGraw-Hill); (v) Benjamin Graham on Investing (McGraw-Hill); (vi) The Little Book that Saves Your Assets (John Wiley & Sons), which was ranked on the bestseller lists of The New York Times and Business Week; (vii) Portfolio Investment Opportunities in China (John Wiley & Sons); and (x) Portfolio Investment Opportunities in Precious Metals (John Wiley & Sons). His works have been translated into Chinese, Japanese, Russian, German, Korean, Italian, Indonesian, Norwegian, Romanian, and Vietnamese. Seapoint Books published David's eleventh book in 2012 , Voyager 3, containing his creative writing, and in 2016, his twelfth book, Flim-Flam Flora, a children's book coauthored with his daughter. David appears as a frequent guest on CNBC, Bloomberg, FOX, PBS, and other television channels, and has contributed numerous articles to Barron's Euromoney, The Money Manager, Forbes.com, The Yale Economic Review, and other publications. He has broadcast and written extensively on asset allocation in the Morgan Stanley biweekly Investment Strategy and Asset Allocation Commentary and in the Firm's Wealth Management monthly publication, Asset Allocation and Investment Strategy Digest, the predecessors of which he launched in 1997. David attended Father Ryan High School in Nashville, Tennessee, graduated from Phillips Exeter Academy, was awarded a BA degree in Economics from Yale University, and earned his MBA from Harvard Business School. David serves on the Investment Committee of the Phi Beta Kappa Foundation and the Advisory Boards of the George Washington Institute for Religious Freedom and the Black Rock Arts Foundation. David has lectured extensively at Wharton, Columbia, INSEAD, and New York University Business Schools, and for nine years, David served as a visiting faculty member at Yale College, Yale School of Management, and Harvard Business School. In November 2011, David was inducted by Quinnipiac University in their Business Leaders Hall of Fame. David is a CFA Charterholder and a member of the New York Society of Security Analysts and the CFA Institute. Join Our Distribution List – For a full copy of our report. Americana Partners - https://www.americanapartners.com/contact/ Americana Partners Website - https://www.americanapartners.com/ Linked In - https://www.linkedin.com/company/americana-partners/ Spotify - https://open.spotify.com/show/3rX19ND89pwEob9efsFNNF iTunes - https://podcasts.apple.com/us/podcast/americana-partners/id1496186853 Google Podcasts - https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkLnBvZGJlYW4uY29tL2FtZXJpY2FuYXBhcnRuZXJzL2ZlZWQueG1s?sa=X&ved=0CAYQrrcFahcKEwj4gZrR_OnwAhUAAAAAHQAAAAAQAg   Disclosures Americana Partners, LLC is registered as an investment adviser with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Americana Partners' current written disclosure brochure filed with the SEC which discusses among other things, Americana Partners' business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov. The tax and legal information contained in this newsletter is general in nature. It should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Foreign securities, foreign currencies, and securities issued by U.S. entities with substantial foreign operations can involve additional risks relating to political, economic, or regulatory conditions in foreign countries. These risks include fluctuations in foreign currencies; withholding or other taxes; trading, settlement, custodial, and other operational risks; and less stringent investor protection and disclosure standards in some foreign markets. All of these factors can make foreign investments, especially those in emerging markets, more volatile and potentially less liquid than U.S. investments. In addition, foreign markets can perform differently from the U.S. market. Investing involves certain risks, including possible loss of principal. You should understand and carefully consider a strategy's objectives, risks, fees, expenses and other information before investing. The views expressed in this commentary are subject to change and are not intended to be a recommendation or investment advice. Such views do not take into account the individual financial circumstances or objectives of any investor that receives them. The strategies described herein may not be suitable for all investors. There is no guarantee that the adviser will meet any of its investment objectives. All indices are unmanaged and are not available for direct investment. Indices do not incur costs including the payment of transaction costs, fees and other expenses. This information should not be considered a solicitation or an offer to provide any service in any jurisdiction where it would be unlawful to do so under the laws of that jurisdiction. Past performance is no guarantee of future results. It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable instruments based on that index. The S&P 500® Index is a widely recognized, unmanaged index of 500 common stocks which are generally representative of the U.S. stock market as a whole. The Nasdaq Composite® Index is the market capitalization-weighted index of over 2,500 common equities listed on the Nasdaq stock exchange. The types of securities in the index include American depositary receipts, common stocks, real estate investment trusts (REITs) and tracking stocks, as well as limited partnership interests. The EAFE® Index is a stock index offered by MSCI that covers non-U.S. and Canadian equity markets. It serves as a performance benchmark for the major international equity markets as represented by 21 major MSCI indices from Europe, Australasia, and the Middle East. The EAFE® Index is the oldest international stock index and is commonly called the MSCI EAFE Index. The Russell 2500® is a market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell 3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. The Russell 1000® Growth Index is an unmanaged index that measures the performance of the large-cap growth segment of the U.S. equity universe. It includes those Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. The CBOE Volatility Index (VIX) is a measure of expected price fluctuations in the S&P 500 Index options over the next 30 days. The VIX is calculated in real time by the Chicago Board Options Exchange (CBOE). P/E or Price to Earnings ratio is indicates the dollar amount an investor can expect to invest in a company in order to receive one dollar of that company's earnings. The Consumer Confidence Survey® reflects prevailing business conditions and likely developments for the months ahead. The Manufacturing Business Outlook Survey is a monthly survey of manufacturers in the Third Federal Reserve District; Participants indicate the direction of change in overall business activity and in the various measures of activity at their plants: employment, working hours, new and unfilled orders, shipments, inventories, delivery times, prices paid, and prices received. The ISM manufacturing index, also known as the purchasing managers' index (PMI), is a monthly indicator of U.S. economic activity based on a survey of purchasing managers at more than 300 manufacturing firms. The Composite Index of Leading Indicators, otherwise known as the Leading Economic Index (LEI), is an index published monthly by The Conference Board. It is used to predict the direction of global economic movements in future months. A bond rating is a letter-based credit scoring scheme used to judge the quality and creditworthiness of a bond. The option adjusted spread (OAS) measures the difference in yield between a bond with an embedded option, such as an MBS or callables, with the yield on Treasuries. Mean reversion, in finance, suggests that various phenomena of interest such as asset prices and volatility of returns eventually revert to their long-term average levels. A meme stock is a security that has seen an increase in trading volume after going viral on social media or an online forum. This document may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward looking statements may be identified by the use of such words as; “believe,” “expect,”“anticipate,”“should,”“planned,”“estimated,”“potential”and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio' operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward looking statements or examples. This material is proprietary and may not be reproduced, transferred, modified or distributed in any form without prior written permission from Americana Partners. Americana Partners reserves the right, at any time and without notice, to amend, or cease publication of the information contained herein. Certain of the information contained herein has been obtained from third-party sources and has not been independently verified. It is made available on an "as is" basis without warranty. Any strategies or investment programs described in this presentation are provided for educational purposes only and are not necessarily indicative of securities offered for sale or private placement offerings available to any investor. The mention of any individual security should not be construed as a recommendation to buy or sell that security.

Standard Chartered Money Insights
Though The Noise: Three things to watch at the Jackson Hole

Standard Chartered Money Insights

Play Episode Listen Later Aug 26, 2022 9:47


In today's edition of Through the Noise, Hannah Chew speaks to Audrey about what to look out for in the coming three-day Fed conference a Jackson Hole, whether the USD is likely to break to a new high and our latest views on Chinese equities. Speakers:Hannah Chew, Portfolio Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Talking Data
Jim Bianco discusses Student Loan Forgiveness, Indications of a Recession, Asset Allocation Tactics

Talking Data

Play Episode Listen Later Aug 25, 2022 6:05


Jim Bianco discusses Student Loan Forgiveness, Indications of a Recession, Asset Allocation Tactics on Fox Business with Charles Payne

Confluence Podcasts
Asset Allocation Bi-Weekly - The Inflation Surprise (8/22/2022)

Confluence Podcasts

Play Episode Listen Later Aug 22, 2022 7:44


When the July Consumer Price Index was released earlier this month, the stock market rallied on hopes that inflation has peaked and the Fed might be less inclined to raise interest rates. Was it a case of over-optimism? Confluence Chief Market Strategist Bill O'Grady reviews the numbers that were so well-received by financial markets and the arguments on both sides of the theory that inflation has peaked.

New Focus on Wealth with Chad Burton
What Use Does Options Trading Have When Building Wealth?

New Focus on Wealth with Chad Burton

Play Episode Listen Later Aug 19, 2022 37:27


After a brief look around the market, Chad talks about Asset Allocation and how you can use it to save money on taxes.  Next, Chad answers questions from listeners, including one regarding umbrella coverage. Chad notes the rule of thumb is two times your net worth minus your retirement accounts. Chad also notes he's never seen a client need umbrella coverage during his 29 years in the business. Next, Chad goes over options trading and his opinion on using it to build wealth. Don't miss this episode! Email your money question to chad@chadburton.com.  Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

Standard Chartered Money Insights
Through The Noise: Bear rally topping

Standard Chartered Money Insights

Play Episode Listen Later Aug 19, 2022 9:58


In today's edition of Through the Noise, Michelle Kam speaks to Audrey about whether the recent equity market rally is topping out, our views on US High yield bonds and where we see opportunities in the FX markets. Speakers:Michelle Kam, Investment Strategist, Standard Chartered BankAudrey Goh, Head of Asset Allocation and Thematic Strategy, Standard Chartered BankFor more of our latest market insights, visit Market views on-the-go.

Cortburg Speaks Retirement
Balancing a Retirement Portfolio with Asset Allocation

Cortburg Speaks Retirement

Play Episode Listen Later Aug 17, 2022 11:03 Transcription Available


In this audio podcast, Miguel Gonzalez explains how to balance your retirement portfolio using asset allocation strategies.  

The Meb Faber Show
Edward Chancellor – Interest, Capitalism, & The Curse of Easy Money | #437

The Meb Faber Show

Play Episode Listen Later Aug 17, 2022 63:12


Today's guest is Edward Chancellor, financial historian, author of Devil Take the Hindmost, and previously part of GMO's Asset Allocation team. He's out with a new book yesterday called The Price of Time: The Real Story of Interest, which is equal parts history, financial education and philosophy. In today's episode, Edward walks through how interest, debt and money printing are related to things we've seen in society today and the past few years: zombie companies, bubbles, and massive amounts of paper wealth.  Then he narrows in on current day and shares why he believes low interest rates are causing the slow growth environment the world's been stuck in over recent times, along with the bad kind of wealth inequality. ----- Follow Meb on Twitter, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- This episode is sponsored by Masterworks. Masterworks is opening the doors to top-tier, blue-chip art investments to everyone. Visit masterworks.com/meb to skip their wait list. ----- Webinar Link ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!

The Personal Finance Podcast
How to Build Your Index Fund Portfolio (Choose The Best Asset Allocation for You)

The Personal Finance Podcast

Play Episode Listen Later Aug 15, 2022 36:58 Very Popular


In this episode of the personal finance podcast, we're gonna talk about how to build your index fund portfolio and choose the best asset allocation for you.   Checklist of relevant episodes:  Should You Save for A House or Contribute to an IRA?! How to Build Wealth (Even on a Low Income!) With Joshua Mayo The Ultimate Personal Finance Checklist for Newlyweds (and couples)! How to Manage Every Paycheck (By Age!) How to Get Your Financial Life TOGETHER with Haley Sacks A.K.A Mrs. Dow Jones   FREE GUIDES: ============== -Check out the free guide on where to put your money in what order!  https://www.mastermoney.co/stairway-to-wealth   -Here is the free How to Ask for A Raise ebook! https://www.mastermoney.co/get-a-raise-ebook   -Get Access to the 75-Day Challenge: https://www.mastermoney.co/75daychallenge    =============   We have a YOUTUBE channel! Check it out here!    Our Latest Videos:  How To Grow A Podcast Organically What Would Happen If You Maxed Out Your Roth IRA By Age?! (These Results Will Amaze You!) How to Become a Millionaire With a Small Amount of Money (Is it Really This Easy!?) Pre-tax moves for high earners   Got questions? Ask me on Instagram Here. @mastermoneyco This is the fastest way to get in touch with me.    ============ Sponsors:     Thanks to Policygenius For Sponsoring the show! Check them out a Policygenius.com Thanks to Mint Mobile for supporting the show! Cut your phone bill to $15 a month by going to https://mintmobile.com/pfp Thanks to Fundrise for Sponsoring the show! Invest in real estate for as little as $10 by going to fundrise.com/personalfinance Thank you to Chime for sponsoring the show! Check them out at chime.com/pfp Thank you to Betterhelp for sponsoring the show! Check them out at http://betterhelp.com/pfp Thank you to Apple Card for sponsoring the show! Check them out at https://www.apple.com/apple-card/   ============   Want to Support the Show? Follow on Spotify or Follow and Leave a 5-Star Review on Apple Podcasts!   ============   Check out all the Stuff I Recommend!    USEFUL RESOURCES: Best Place to Open a Roth IRA: https://m1finance.8bxp97.net/5vzD1 My Favorite Free Net Worth and Budget Tool: https://fxo.co/905L Best High Yield Savings Account: https://bit.ly/3HpPjAr  Get a $10 Free Bonus with Acorns: https://bit.ly/3lV0LLE Best Bank and Debit Card for Kids: https://bit.ly/3pJeI09  Get $5 Free Bitcoin at Coinbase: https://bit.ly/3oIQOml Best Credit Building Tool: https://bit.ly/3rmBuwZ  Best Personal Finance Books: https://kit.co/MasterMoney/best-personal-finance-books    ============     DISCLAIMER: I am not a financial adviser. This Podcast is for educational purposes only. Investing of any kind involves risk. While it is possible to minimize risk, your investments are solely your responsibility. It is imperative that you conduct your own research. I am sharing my opinion.    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning, at NO additional cost to you, I may earn a commission if you click through and make a purchase and/or subscribe. However, this does not impact my opinion.   ============     Check us out on social fam!    Twitter   www.thepersonalfinancepodcast.com   www.mastermoney.co Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Confluence Podcasts
Asset Allocation Bi-Weekly - The Devil Is in the Details (8/8/2022)

Confluence Podcasts

Play Episode Listen Later Aug 8, 2022 9:48


What do current levels of household debt portend for the economy and for investors? Confluence Chief Market Strategist Bill O'Grady joins us to discuss the path consumer debt followed to arrive at the level where it is today and where it fits in the investment equation.

Becker Group C-Suite Reports Business of Private Equity

In this episode Scott Becker discusses personal asset allocation for Founders & CEOs of private equity backed companies.

CBS Eye on Money
Asset Allocation Concerns

CBS Eye on Money

Play Episode Listen Later Aug 4, 2022 11:10


I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal.Have a money question? Email us, ask jill [at] jill on money dot comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

DoubleLine
TSS Episode 121: CIBC Asset Management's David Wong Talks Manager Selection, Asset Allocation

DoubleLine

Play Episode Listen Later Aug 4, 2022 48:39


David Wong, Managing Director and head of the Portfolio Solutions Group at Toronto- and Montreal-based CIBC Asset Management, appears Aug. 2, 2022, as a guest with Sherman Show hosts Jeffrey Sherman and Samuel Lau. Among other topics, Mr. Wong discusses ... Read More

Secure Your Retirement
Where Is My Episode?

Secure Your Retirement

Play Episode Listen Later Jul 25, 2022 18:27


Over the last couple of years, we've covered many topics on investing and retirement planning. We have a whole library of information on any topic that you can think of. In this episode of the Secure Your Retirement podcast, we share information on where you can find the episodes, you're looking for over a glass of Erath Pinot Noir wine. We explain the different episodes under different categories and why you should listen or re-listen. Listen in to learn why we advocate for the simple three-bucket retirement strategy instead of the buy and hold strategy. In this episode, find out: ●     Episodes on estate planning include wills, power of attorneys, trusts, and much more. ●     Recommendations on retirement planning episodes and what you'll learn. ●     Episodes to help you understand tax and how to tax do the planning. ●     Episodes on portfolio management – why active management and not buy and hold. ●     The big topic of annuities and the 8-part series we have about them. Tweetable Quotes: ●     “The retirement bucket strategy is a simple three bucket strategy that takes away all the stress because you're going to know where your cash, income and safety, and growth are at.”- Radon Stancil ●     “Once you have the investment strategy and retirement plan figured out then taxes become something you want to focus on.”- Murs Tariq Where Is My Episode? Estate Planning: EP 1 – Chess Griffin – How to Know What You Need for Your Estate Plan EP 73 – Chess Griffin – Do You Need a Trust? EP 106 – What Should You Consider If Your Spouse Passes Away? EP 109 – Chess Griffin – Special Needs Trust – What You Need to Know EP 135 – How to Create an Estate Plan Without the Stress EP 160 – 6 Considerations for Your Estate Plan Retirement Planning: EP 8 – Planning for Retirement – How the Process Works – Part 1 EP 10 – Planning for Retirement – How the Process Works – Part 2 EP 12 – Planning for Retirement – How the Process Works – Part 3 EP 18 – How to Build an Income Plan For Retirement EP 22 – Looking at The Whole Picture in Retirement EP 44 – How Do IRA and 401K Rollovers Work? EP 48 – How Much Do You Need to Retire? EP 52 – The Retirement Planning Checklist EP 58 – Social Security – When is The Right Time? EP 88 – Having a Team Approach in Retirement EP 97 – Social Security Strategies EP 118 – 4 Questions to Help Your Income Plan EP 157 – The Retirement Bucket Strategy EP 162 – 401k Versus IRA Taxes: EP 13 – Tom Turner – Planning Taxes and Retirement EP 66 – How To Convert an IRA to a Roth IRA EP 94 – Tax Strategies for Non-IRA Brokerage Accounts EP 124 – IRAs – Required Minimum Distributions EP 130 – Considerations For Charitable Giving EP 133 – Steven Jarvis – Tax Planning for Retirement EP 158 – Tax Planning Versus Tax Preparation EP 161 – How Required Minimum and QCDs Work EP 163 – Steven Jarvis – Mid-Year Tax Strategies Portfolio Management: EP 16 – Investing During Retirement – Buy and Hold or Active Management? EP 19 – Bill Sherman – Buy and Hold is Dead EP 56 – Asset Allocation or Strongest Assets EP 146 – Risk Adjusted Portfolio – How It Works EP 150 – What's The Difference Between a Mutual Fund and a ETF? EP 153 – Bonds Versus Bond Alternatives EP 159 – When Cash Is Good Annuities: EP 26 – Annuities – Why Ever Use Them EP 30 - Annuities – Why Ever Use Them – Part 2 EP 34 - Annuities – Why Ever Use Them – Part 3 EP 38 - Annuities – Why Ever Use Them – Part 4 EP 41 - Annuities – Why Ever Use Them – Part 5 EP 46 - Annuities – Why Ever Use Them – Part 6 EP 47 – Annuities – Why Ever Use Them – Part 7 EP 54 – Annuities – Portfolio Implementation – Part 8 EP 128 – Should I Consider an Annuity in My Financial Plan? Resources: If you are in or nearing retirement and you want to gain clarity on what...