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...
Live from Future Proof, the world’s largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being. Listen now and learn: The three generations of behavioral...
Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio. Listen now and learn: Why investors tend...
When you plan to invest a large amount of money, you probably want to know when it’s best to invest that cash. Should you invest it all at once or dollar cost average over time? Listen now and learn: Historical probabilities of positive market returns How markets...
Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership. Listen now and learn: How to evaluate the impact of time owned vs. miles driven When purchasing a used car is smarter than buying a...