As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on to help us differentiate between the different types. Sam Adams, co-founder of Vert Asset Management and...
Eduardo Repetto, CIO of Avantis Investors, discusses a variety of concepts related investing for higher expected returns. Listen now and learn: Why different securities have different expected returns The shortfalls of style indices A theoretical framework for value...
As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise. Listen now and learn: How to simplify your investments Strategies for minimizing your total lifetime tax bill Different ways to navigate...
In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years in retirement are potentially the most impactful financial decisions of your lifetime. Listen now and learn: How to prepare for...
This is the fourth episode of the Investing By Age series. Your 50s are the time you have the highest earnings and ability to save, so it’s time to make the most of it. Listen now and learn: How to take advantage of your peak earning yearsWays to eliminate unnecessary...
