Watch Now Listen Now I interviewed Brian Portnoy on the main stage of the CFA Institute’s global conference (CFA Live) for a fascinating deep dive into behavioral finance—moving beyond common biases to explore deeper insights into human decision-making, storytelling,...
Listen Now I’ve been traveling quite a bit the past few weeks—flying to all corners of the country for a wide variety of reasons. And truthfully, I’ve probably traveled more than the average person ever since I was a kid. An extraordinarily diverse set of locations,...
Watch Now Listen Now In this deeply insightful episode of The Long Term Investor, I sit down with Mark Higgins, author of Investing in U.S. Financial History, to explore how an understanding of our nation’s financial past can shape smarter, more resilient investment...
Listen Now Today we’re tackling one of investing’s biggest myths—the idea that you should only spend the dividends and interest from your portfolio and never touch the principal. At first glance, this feels safe, responsible, even intuitive. But here’s the...
Watch Now Listen Now Today’s conversation is one I’ve been looking forward to for a long time. I’m joined by Fran Kinniry, a senior investment executive at Vanguard and someone who has had a tremendous impact on the financial advice profession. He is currently the...
