Tearsheet Podcast: Exploring Financial Services Together

For various reasons, investors have hard a hard time making sense of how well they've performed. Brokerage statements are broken and without the right tools to measure performance, investors (and their advisors) have suffered. Until blueleaf came along. Founded by John Prendergast, this week's guest on Tradestreaming Radio, the firm provides client reporting and portfolio monitoring tools to advisors and their clients. Simply and elegantly. ****Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****

David Yermack, a professor at NYU's Stern School of Business, studied the first lady's impact on apparel stocks for companies associated with outfits she wore. The results are impressive: she added over $5B in equity value to those firms in aggregate and stocks typically went up almost 2% in the week following her appearance. What does this have to say about celebrity endorsement of stocks and companies? I ask David about this and more on this week's episode of Tradestreaming Radio. ****Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****

How do investors discover what to buy? How do we find investment opportunities? In Does Investor Attention Affect Stock Prices?, Researchers found that small cap stocks with ticker symbols similar to larger cap stocks went up in sympathy with their larger cap brothers. In fact, these attention portfolios saw 1-3% abnormal returns. Pretty interesting, so I invited one of the authors of the study, Vallapuzha Samdhya onto Tradestreaming radio to discuss her findings with us. ****Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.****

Wes Gray is a no-holds-barred researcher who's always looking to uncover investment strategies that are actually useful in making investors money. He joins us this week on Tradestreaming Radio ( www.tradestreaming.com ) to discuss some of his recent research on expert community, SumZero and Joel Greenblatt's Magic Formula, and lots more. Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time

A lot of people don't invest because it's seemingly too complicated. So many decisions to make, so much jargon, who to trust? Jon Stein is the founder and CEO of Betterment which he describes as a mix between Apple and Vanguard. It's extremely easy to design a fine portfolio. By removing much of the noise that distracts investors, Betterment has developed a 95% solution for 95% of investors. Plus, the firm is rolling out some functionality for investors who want a little more flexibility. Jon joins us for this week's episode of Tradestreaming Radio (www.tradestreaming.com ) Thanks for joining us on Tradestreaming Radio -- I'm very grateful for your time. It's awesome learning about these new tools and technologies together. If you're listening to this episode on iTunes, please give it a ranking and rating so that others know of the value you're finding in it. Thank you ahead of time.

Roy Cohen is a master career coach. His experience as in-house career coach for Goldman Sachs launched a career in which Cohen has helped thousands of financial professionals. You'll learn about: *where the jobs are headed on Wall Street *what successful candidates are doing to land their dream jobs *common mistakes people make with their financial careers Join us as Cohen is a guest on this week's episode of Tradestreaming Radio.

Risk is such a hard thing to define for investors. Simple questionnaires advisors use don't capture our real risk. Get risk wrong and the portfolio is wrong -- sometimes with disastrous results. Today's guest on Tradestreaming Radio aims to change all that. Aaron Klein's firm, Riskalyze has developed its own unique way of making a risk assessment that really captures what he calls, an investor's risk fingerprint. Instead of relying upon simple, pat, theoretical questions, Riskalyze really tries to determine how investors make decisions under uncertainty. With a proper risk assessment in hand, the opportunities are endless for Riskalyze to develop a truly personalized portfolio. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.

Individual investors have had to wait patiently to get access to low-cost, high-transparency investment products that employ similar strategies to what hedge funds use to make their money. The waiting is over as firms like Hedgeable provide powerful investment management that the rest of us can afford. Minimums are low, fees are low and transparency is high. Oh, and Hedgeable returned over 10% in 2011, a year when most stock markets were flat or down. On this week's episode of Tradestreaming Radio, I speak with Mike Kane, co-founder and CEO of Hedgeable about his strategy, why investors benefit from hedge fund strategies, and how he can afford to price his fees so low. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.

It's been a real pain for investors which multiple brokerage accounts to get a birds-eye view of all their accounts. Startup investment manager, Jemstep takes account aggregation to a whole 'nother level. Jemstep's Simon Roy joins me on Tradestreaming Radio to talk about how his firm's technology analyzes client portfolios. Once everything is thrown into the analytical blender, Jemstep clients are treated to a holding-by-holding analysis of their portfolios with concrete suggestions on how to improve/optimize their portfolios. This is exactly what I was describing in my book, Tradestream your Way to Profits, when I discussed the investing trend toward automated, professional-grade services. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.

Chris Camillo isn't a professional investor but he know how to invest. He turned $20,000 into over $2,000,000 by shopping at the mall, connecting on Facebook, and reading tabloids. Without even looking at a balance sheet or income statement, Chris takes big bets on trends he believes others aren't aware of. Then he heads to Facebook to validate his ideas with his social network. Join Chris and me as we discuss his investment philosophy, how it works, and why he believes it's a better way to invest. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.

Delivering investment advisory services solely through online channel is a game changer. Fresh after a big funding round, Rob Foregger's Personal Capital aims to be a dominant player in online finance. Rob's got over 20 years experience in direct-to-consumer finance that he's bringing to the table with the rest of Personal Capital's A-team management. Join Rob and me to discuss the genesis of Personal Capital, how the online advisor intends to scale, and the future of online investing. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.

Knowing what to invest in is only half the problem. How your assets are structured, protected, and planned for can be just as crucial to long term investing as choosing the right stock. Today's guest on Tradestreaming Radio is Rocco Beatrice, Jr., director at Estate Street Planning and author of a surprisingly enjoyable ebook, Being Sued? The Insider Secrets of Asset Protection Thanks for joining us on Tradestreaming Radio.You can find all our archives at Tradestreaming.com as well as on iTunes.I'm grateful for the time you spend with us and hope that I'm providing you a lot of value in these interviews with investing experts.

Where do you go for new, fresh investment ideas? Where do you go once you have an idea to vet it out, dig deep down into the research to validate your investment? More and more investors are choosing to use YCHARTS. While the "chart" in the title might be misleading, the site's research capabilities aren't. This isn't a place investors hear random 'buy' and 'sell' recommendations. YCHARTS is a full blown investment site that helps beginning and advanced investors alike to make better -- more informed -- investment decisions. And that folks, is what Tradestreaming is all about. Join me for a conversation with YCHARTS' co-founder/CEO and financial content veteran Shawn Carpenter to talk about his firm's value for investors and where he plans on taking his offering in the future. Shawn's also been generous enough to offer a free PRO subscription ($400) to a Tradestreaming listener. Please come back to my site, Tradestreaming.com for details.

As an investment advisor, Lee Hull's clients can't afford to have down years. They're retirees looking for steady income -- no matter what Mr. Market has to say about it.Where traditional advisors are willing to ride the market's ups-and-downs, Hull uses a different approach. His returns have trounced the markets while he puts less of his clients' capital at risk.Over the past 10 years where the markets have literally gone nowhere, Hull's investment firm has averaged over 8% per year (net of inflation!). That's pretty darn good but when you see that he was "only down" 9% in his largest losing year during the same time period, that should make you sit up and listen (if you're not already). On today's episode of Tradestreaming Radio., Hull shares much of his research and methodology with us.

Pat Huddleston is an increasingly busy guy. The former SEC enforcer is the author of the new book, The Vigilant Investor: A Former SEC Enforcer Reveals How to Fraud-Proof Your Investments. In this episode of Tradestreaming Radio, we discuss why Pat refers to our era as the 'Age of Fraud'. Please join us to learn how to identify and avoid investment scams. Thanks again for joining us on Tradestreaming Radio, where we discuss technology, tips and techniques to becoming a better -- more accurate -- investor. If you're listening to us on iTunes -- PLEASE rate/rank us to let others know about the value you're finding on this show.