Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios. Listen now and learn: The purpose of a benchmark for your investment portfolioThe difference between...
Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved. Due to the grave statistics associated with this reality, he sought to change the landscape...
Now that yields are high enough to warrant our attention, what is the right way to measure yield? Listen now and learn: The pros and cons of 4 popular yield metrics3 reasons to avoid tactically shifting your bond allocation to cash and short-term bonds Listen Now Show...
I love talking shop with colleagues from around the country and wanted to give you a peek into those conversations, so this week I invited two of my favorite Chief Investment Officers, Phil Huber and Rubin Miller. Listen now and learn: Our thoughts on the...
How can two people with the same income, financial experiences, or education have very different levels of financial well-being? It’s simple… A sense of wellness doesn’t come from numbers alone. It’s all about the sense of security and freedom of choice each...
Dr. Burton Malkiel, author of A Random Walk Down Wall Street, joins the show to talk about the 50th anniversary of his investment classic. Listen now and learn: The two biggest mistakes investors makeLessons from market bubbles of the pastPractical ideas for achieving...
