Gaining Perspective
Summary: This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Podcasts:
How Philanthropic Planning Retains Assets
The Coming Crisis in Hiring Talented Financial Advisors
Behavioral Finance - So What?
How to Position Portfolios for the Next Recession
Where the Davis Funds is Finding Great Opportunities
Our guest is Larry Swedroe. If you take the common 60/40 portfolio, with 60% in stocks and 40% in bonds, you find that approximately 90% of the risk – in terms of volatility – is in the stock portion of the portfolio. Risk parity addresses that incongruity, and uses an approach builds an asset allocation in terms of risk rather than asset classes.
How To Build a Great Practice and Take 100 Days Off Per Year
What should advisors do to protect their aging clients against fraud and abuse? How should advisors plan for client’s health care expenses? What factors can advisors change to better plan for long-term care costs? These and many other questions are answered by Carolyn McClanahan.
A Top Bond Manager Explains His Bottom-up Approach
We speak with two experts - Bob Veres and JR Robinson - who have very different views on whether the CFP Board can still serve the advisory profession and, if not, what its future should be.
Why Advisors Should Consider Self-Directed IRAs
The Facts Are In: Factor Investing Works
My guest today has worked with thousands of advisors in his role as a coach, consultant and public speaker. He has written that when he meets an advisor, he can tell within the first few minutes whether he or she is or will be successful. What is amazing is that he says it’s not difficult. He looks for only one trait.
Once again Facebook is at the center of controversy, this time with its plans to introduce its own cryptocurrency, Libra. It must overcome four key challenges, however, and even then it is not clear what Facebook ultimately hopes to accomplish with this venture.
How can advisors distinguish between a good outcome that is the result of a poor decision versus one that results from a good decision?
