William Bernstein, author of The Four Pillars of Investing, joins the show to talk about the most recent edition of his highly influential work. Listen now and learn: What are the four pillars of investing The history of risk and common traits of a bubble Potentially...
Just as you’d scrutinize a potential new car’s specs or a house’s foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the...
Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA’s Anderson School of Management. His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions. ...
Dive into the world of evidence-based investing, where empirical research meets portfolio construction. This episode unravels the science behind applying successful investing strategies and avoiding mistakes that can hinder your financial growth. Listen now and learn:...
The time for year-end tax and estate planning is now, and this year it’s particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp’s Susan Jones, JD, CFP® joins the show to explain these important planning...
