Is the 60/40 portfolio dead? Both stock and bond markets are down this year, which has led to the traditional framework of the 60/40 portfolio being called into question across a variety of media outlets. Listen now and learn: 5 reasons the 60/40 portfolio is not...
Giving to charity is relatively straightforward, but there are many ways to maximize your gift (and benefit) with just a little planning. In this episode, I’m joined by Plancorp’s Sara Gelsheimer, a Senior Wealth Manager with deep knowledge of charitable giving...
Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets. Listen now and learn: How often active managers fail to beat the marketWhy managers that do win fail to keep...
There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it. In this week’s episode, I’m joined by Dr. Andrew Berkin, author of The Incredible Shrinking Alpha: How to Be a Successful Investor...
The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the market. Listen now and learn: Why groups are good a guessing the weight of cows and jellybeansThe reason you should assume...
Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable. Listen now and learn: How to make behavioral finance actionable The two human biases that matter most Why it’s important to focus on process rather than...
