https://www.spreaker.com/show/sa-for-fasenInvestingCopyright Seeking Alphahttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/c40eb719242967e9c18223b769cb7dd4.jpghttps://www.spreaker.com/show/sa-for-fasWed, 28 Feb 2024 12:12:32 +0000Seeking AlphaSeeking Alphapodcastmanagement@seekingalpha.comSA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including...falseepisodichttps://www.spreaker.com/episode/best-practices-handling-speculation-demand-among-younger-clients--51972419Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2886e982-cadc-11eb-ad06-875bf3d0dc6aFri, 11 Jun 2021 17:38:02 +0000Seeking AlphaGuest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>699falsefullhttps://www.spreaker.com/episode/the-asset-allocator-diy-disasters-are-avoidable--51972404Learn more about your ad choices. Visit megaphone.fm/adchoices]]>793db390-be18-11eb-9593-eb3e271a827cTue, 01 Jun 2021 09:00:00 +0000Seeking AlphaThe huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we should reduce risk and aspire to steady returns. While...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>313falsefullhttps://www.spreaker.com/episode/the-asset-allocator-ron-surz-on-protecting-boomers-portfolios-from-today-s-high-risk--51972455Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8f4a0ae6-bbdc-11eb-b61d-af709625097eTue, 25 May 2021 09:00:00 +0000Seeking AlphaRon Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance on protecting lifetime savings that now reside in the crossfires of financial disaster. He is making the book available for free this week, through May 28,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1261falsefullhttps://www.spreaker.com/episode/the-asset-allocator-intel-s-cure-precedes-its-illness--51972370Learn more about your ad choices. Visit megaphone.fm/adchoices]]>684fc1e4-b635-11eb-b24b-bbb31b4a6271Tue, 18 May 2021 09:00:00 +0000Seeking AlphaIntel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its stock price provides an attractive entry point. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>452falsefullhttps://www.spreaker.com/episode/the-asset-allocator-economic-optimist-larry-siegel-doubts-the-doomsayers--51972266Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a7aa4de0-ad94-11eb-aac6-37d742697733Tue, 11 May 2021 09:00:00 +0000Seeking AlphaVeteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the daily news is his book “Fewer, Richer, Greener,” which offers a long view of the progress and economic growth our world has known, despite the proverbial...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1201falsefullhttps://www.spreaker.com/episode/the-asset-allocator-investment-decision-making-in-an-everything-rally--51972422Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c0ca3462-ac1c-11eb-bebf-6ff296f27cd8Tue, 04 May 2021 09:00:00 +0000Seeking AlphaThe Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash flows and other tools of fundamental analysis are...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>431falsefullhttps://www.spreaker.com/episode/the-asset-allocator-baker-hughes-capturing-the-carbon-capture-opportunity--51972454Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8feec8ce-a68d-11eb-acd2-ff39cf767466Tue, 27 Apr 2021 09:00:00 +0000Seeking AlphaAt a time when oil majors are facing increasing pressure to reduce greenhouse-gas emissions, a key question for investors concerns not which future technologies will prevail but who is helping these companies get rid of their methane right now. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>361falsefullhttps://www.spreaker.com/episode/the-asset-allocator-ambev-a-major-brewery-excellent-value--51972179Learn more about your ad choices. Visit megaphone.fm/adchoices]]>002654b2-a054-11eb-810f-33055f0ecd6aTue, 20 Apr 2021 09:00:00 +0000Seeking AlphaAmbev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom lifts its currency. This podcast (7:28) argues that Ambev is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>409falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-peaceful-portfolio--51972250Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5e3c1b36-9afa-11eb-b79e-631fde1e3b45Tue, 13 Apr 2021 09:00:00 +0000Seeking AlphaI have no regrets about missing out on a stock on my watchlist that moved up 700 percent this past year, but feel more regret for a value stock I failed to snatch before it moved up 25 percent. This podcast (6:21) argues that past experience, which in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>342falsefullhttps://www.spreaker.com/episode/the-asset-allocator-prediction-is-fiction--51972261Learn more about your ad choices. Visit megaphone.fm/adchoices]]>25ac030e-9603-11eb-9fe3-a7e655688174Tue, 06 Apr 2021 09:00:00 +0000Seeking AlphaThe contemporary prophet Harry Dent Jr. says the stock market will collapse this month. The financial newsletter writer even added that he will quit his job if he is wrong. This podcast (6:21) warns that even the most brilliant economic sages – like...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>342falsefullhttps://www.spreaker.com/episode/the-asset-allocator-mmt-neither-modern-nor-monetary-nor-a-theory--51972186Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d20f047c-8ce2-11eb-80fa-4bd1bc508f26Tue, 30 Mar 2021 09:00:00 +0000Seeking AlphaFrom Ancient Rome to Argentina under Peron to the U.S. over the past two decades, extreme spending unmoored to tax revenue has a hoary history ill befitting the title “Modern” Monetary Theory. This podcast (7:42) argues that MMT is not a theory...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>423falsefullhttps://www.spreaker.com/episode/the-asset-allocator-international-real-estate-and-commodities-at-a-reasonable-price--51972416Learn more about your ad choices. Visit megaphone.fm/adchoices]]>96e340c4-8a54-11eb-8bd3-eff3972f9f37Tue, 23 Mar 2021 09:00:00 +0000Seeking AlphaThe Argentine conglomerate Cresud lies at the intersection of real estate and commodities, sectors that tend to do well in periods of changing inflation expectations, and its P/E is just 5. This podcast (7:47) explores why the stock seems to be...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>428falsefullhttps://www.spreaker.com/episode/the-asset-allocator-trepidation-about-inflation--51972248Learn more about your ad choices. Visit megaphone.fm/adchoices]]>28daf2dc-84e8-11eb-a170-c71f1e64ddf8Tue, 16 Mar 2021 09:00:00 +0000Seeking AlphaGovernment stimulus and Fed indifference are stoking an investor fear of inflation that has been dormant for decades. This podcast (6:07) looks at research by investment strategist Michael Crook indicating that a global-equity portfolio may offer the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>328falsefullhttps://www.spreaker.com/episode/the-asset-allocator-know-who-you-re-up-against--51972276Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d2471c22-801c-11eb-b97f-cb8f3bf037d0Tue, 09 Mar 2021 10:00:00 +0000Seeking AlphaThe lesson I take from the GameStop affair is that the stock market does not necessarily reward investment sophistication but is exquisitely responsive to investment speculation. This podcast (4:29) argues that no matter how smart you as an individual...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>270falsefullhttps://www.spreaker.com/episode/the-asset-allocator-alternative-currencies-podcast--51972460Learn more about your ad choices. Visit megaphone.fm/adchoices]]>067d91b2-761b-11eb-9aac-ffff19380775Tue, 02 Mar 2021 10:00:00 +0000Seeking AlphaThe dollar is worth about one-twenty-sixth of its value a century ago, and loose fiscal and monetary policies portend a deepening of the trend. This podcast (8:03) looks at the few currencies that have held up well to the dollar over a decade or more,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>484falsefullhttps://www.spreaker.com/episode/retirement-advisor-inspiration-for-advisors--51972271Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c50cc9cc-c6bc-11ea-b8f2-8710467e1c37Thu, 16 Jul 2020 09:00:00 +0000Seeking AlphaFinancial advisor work should be regarded as a helping profession. This podcast (5:34) frames that notion via a few inspirational quotes from poets Edwin Markham and Rudyard Kipling, and Israel’s first prime minister David Ben-Gurion and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>292falsefullhttps://www.spreaker.com/episode/retirement-advisor-desperate-for-income--51972401Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b7ae9c10-c536-11ea-9ff7-cf502ab9f410Tue, 14 Jul 2020 04:00:00 +0000Seeking AlphaAnalyst Marc Gerstein argues that senior secured loans are a safer bet than junk bonds, but even he considers them aggressive. This podcast (7:52) favors privately owned real estate as a source of income for those comfortable with that commitment, but...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>430falsefullhttps://www.spreaker.com/episode/retirement-advisor-an-untapped-network--51972425Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d24a878e-c160-11ea-ae5b-1f0bcc5e2292Thu, 09 Jul 2020 09:00:00 +0000Seeking AlphaA new paper by David Blake of London’s Pensions Institute explains how nudges and peer-group networks further people along toward greater retirement security. This podcast (6:56) argues that instead of seeking peer-group validation, it would be far...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>373falsefullhttps://www.spreaker.com/episode/retirement-advisor-famous-last-words--51972462Learn more about your ad choices. Visit megaphone.fm/adchoices]]>be16b880-bfb9-11ea-a862-b33ea3198cf2Tue, 07 Jul 2020 09:00:00 +0000Seeking AlphaThe story of America’s first celebrity economist, Irving Fisher, should cure anybody still milling about for expert predictions. This podcast (7:06) argues that investors, instead of spinning their heads listening to other people’s predictions, would...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>384falsefullhttps://www.spreaker.com/episode/retirement-advisor-don-t-fear-retirement--51972259Learn more about your ad choices. Visit megaphone.fm/adchoices]]>670321b0-bbd0-11ea-96a4-63d246ca179fThu, 02 Jul 2020 09:00:00 +0000Seeking AlphaThe Society of Actuaries has released a report on over a dozen significant retirement risks. This podcast (8:32) suggests that investors needn’t sweat such lengthy checklists if they get the big issues right before entering retirement, and proposes a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>470falsefullhttps://www.spreaker.com/episode/retirement-advisor-public-finances-and-your-retirement-location--51972330Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fcbee728-ba38-11ea-b10a-3bea126f8dacTue, 30 Jun 2020 09:00:00 +0000Seeking AlphaWarren Buffett offered some retirement advice a year ago, little noticed at the time, which is more relevant now than then. This podcast (7:24) recalls the Oracle of Omaha’s post-annual-letter CNBC interview, where Buffett advised people take...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>402falsefullhttps://www.spreaker.com/episode/retirement-advisor-some-risks-are-unaffordable--51972234Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d8955bbc-b654-11ea-b855-772118579965Thu, 25 Jun 2020 09:00:00 +0000Seeking AlphaThe “The Baby Boomer Investing Show,” produced by Ron Surz and Kathy Tarochione, offers a perspective void of Wall Street sloganeering, combined with a rare financial sophistication. This podcast (8:34) considers why the lifecycle matters so much,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>472falsefullhttps://www.spreaker.com/episode/retirement-advisor-how-massmutual-s-first-responders-handled-the-crisis--51972252Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8a600356-b4ca-11ea-b2b6-8f49d82c8c4cTue, 23 Jun 2020 09:00:00 +0000Seeking AlphaMassMutual’s Bob Carroll offers a front-row view of his firm’s response to the coronavirus crisis, with regard to retirement savers and advisors managing workplace plans. In the interview (20:32), Carroll shares a touching story of how the crisis...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1190falsefullhttps://www.spreaker.com/episode/retirement-advisor-more-important-than-time-in-the-market--51972423Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d7e747e6-b19c-11ea-a06e-bbf522d38445Fri, 19 Jun 2020 09:00:00 +0000Seeking AlphaInvestors need to step up and do the hard work of saving their own capital for retirement. This podcast (6:06) suggests that the calendar, that is to say the passage of time, is a less reliable guide to success than human effort and accomplishment....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>337falsefullhttps://www.spreaker.com/episode/retirement-advisor-memo-to-calpers-don-t-leverage-retirement-funds--51972449Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b506bc2e-afe5-11ea-acea-97419ac6d167Tue, 16 Jun 2020 18:26:00 +0000Seeking AlphaThe Financial Times reports that Calpers is seeking to juice returns through the use of leverage. This podcast (6:30) suggests a pension fund shouldn’t borrow heavily to goose up returns, especially as big institutions do not win all their bets. The...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>391falsefullhttps://www.spreaker.com/episode/retirement-advisor-when-is-enough-enough--51972335Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b8ad9442-7ff2-11ea-860d-8bef7b376f70Fri, 17 Apr 2020 09:00:00 +0000Seeking AlphaA slogan in retirement investing holds that investors who reach a certain level of success are free to reduce risk. This podcast (7:09) suggests that this idea merits quantitative definition and practical implementation, to ensure that future retirees...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>430falsefullhttps://www.spreaker.com/episode/the-asset-allocator-an-outside-perspective--51972182Learn more about your ad choices. Visit megaphone.fm/adchoices]]>16874f26-776b-11ea-a148-236193025cf2Wed, 15 Apr 2020 09:00:00 +0000Seeking AlphaThe advantage of financial advice is the outsider’s perspective, which is the reason so many professional fields of counseling, coaching and training continue to expand. This podcast (6:02) argues that just as a prisoner cannot free himself, so too it...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>363falsefullhttps://www.spreaker.com/episode/the-asset-allocator-3-planning-strategies-for-times-of-crisis--51972434Learn more about your ad choices. Visit megaphone.fm/adchoices]]>20b227fc-78e5-11ea-a5b7-fb0ce65c79a5Tue, 14 Apr 2020 09:00:00 +0000Seeking AlphaHarbor Crest Wealth Advisors’ Mike Hennessy discusses Roth conversions, gifting strategies and qualified HAS funding distribution, planning strategies of particular value in 2020. This podcast (9:02) suggests there are creative planning strategies...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>543falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-psa-for-the-financially-distracted--51972424
This podcast (6:56) suggests that financial advisors have a public-service role to play when the fact that financial calamity happens to 50 percent of retirees doesn’t impact the behavior of the distracted masses fumbling their finances.
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This podcast (6:56) suggests that financial advisors have a public-service role to play when the fact that financial calamity happens to 50 percent of retirees doesn’t impact the behavior of the distracted masses fumbling their finances.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>417falsefullhttps://www.spreaker.com/episode/the-asset-allocator-what-advisors-need-to-know-about-the-mortgage-market--51972180Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4e7a040c-78a9-11ea-b4e0-7beb64f0e50eFri, 10 Apr 2020 09:00:00 +0000Seeking AlphaHarbor Crest Wealth Advisors’ Mike Hennessy provides a big-picture view of the mortgage market’s interaction with Fed funds and the 10-year Treasury. This podcast (6:22) explains the host of factors influencing mortgage rates, including the surprising...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>383falsefullhttps://www.spreaker.com/episode/the-asset-allocator-magnifying-volatility--51972122Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0090d324-78cc-11ea-876c-074d295b1d81Wed, 08 Apr 2020 09:00:00 +0000Seeking AlphaHarbor Crest Wealth Advisors’ Mike Hennessy discusses a trade that lost nearly two decades of performance in March, and claimed the lives of two hedge funds. This podcast (6:36) suggests that clients holding alternative investments or structured notes...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>397falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-guide-to-reality-podcast--51972068Learn more about your ad choices. Visit megaphone.fm/adchoices]]>04550a7e-782d-11ea-9259-7f0bd406bc31Tue, 07 Apr 2020 09:00:00 +0000Seeking AlphaSeeking Alpha contributor Jim Sloan’s article, “’A Little Ice Age’ Is Upon Us,” is the guide investors need to the reality of our new era. This podcast (8:15) concurs with Sloan that there is a future in stock-market investing, but investors need to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>496falsefullhttps://www.spreaker.com/episode/retirement-advisor-when-aggressive-is-excessive--51972224Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c4009c3a-775b-11ea-aec6-730c7a30346fMon, 06 Apr 2020 09:00:00 +0000Seeking AlphaAn investing culture geared toward aggressive stock allocation fails to consider the risk of insolvency that spikes precisely at times such as the present. This podcast (6:20) suggests that retirement investors make stability as important a goal as...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>381falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-time-for-leadership--51972126Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2a89c5e2-7501-11ea-bf6f-4726eb3838e7Fri, 03 Apr 2020 09:00:00 +0000Seeking AlphaWith job losses shattering records in the wake of the coronavirus, an obvious question advisors are thinking about is: ‘What about mine?’ This podcast (6:45) suggests that now is a time that financial advisors can have a greater impact than ever...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>406falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-3-step-path-to-recovery--51972377Learn more about your ad choices. Visit megaphone.fm/adchoices]]>cb829018-7444-11ea-a902-0f28a56e40d6Thu, 02 Apr 2020 09:00:00 +0000Seeking AlphaThe path to recovery consists primarily of these three things: the success of restrictions that slow the progress of the coronavirus; government action to economically sustain businesses and households; and renewed employment that will set a pace for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>418falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-teachable-moment--51972448Learn more about your ad choices. Visit megaphone.fm/adchoices]]>71791b60-7380-11ea-9b59-03edce3dc27aWed, 01 Apr 2020 09:00:00 +0000Seeking AlphaThere’s no time like a downturn to revisit “sequence of returns” risk, which holds that investment performance is dependent on returns the market generates at the point of retirement. This podcast (6:56) suggests there are unpredictable occasions like...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>417falsefullhttps://www.spreaker.com/episode/retirement-advisor-subject-to-interpretation--51972308Learn more about your ad choices. Visit megaphone.fm/adchoices]]>63c98d18-72bf-11ea-80c6-4f365e9cd775Tue, 31 Mar 2020 09:00:00 +0000Seeking AlphaA newly minted carona-retiree laments the harsh impact on his family, finances and work prospects. Looked at differently though, we can see that he’s actually doing great. This podcast (6:56) suggests that new retirees are naturally wracked with...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>417falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-pressure-has-been-building--51972396Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6784ac40-71e7-11ea-9a55-5fdb29310c1cMon, 30 Mar 2020 09:00:00 +0000Seeking AlphaThe huge run-up in debt, Federal Reserve activism and a trend towards economic nationalism in the last decade may be the factors that most effect the current one, with the coronavirus pandemic merely triggering the shift. This podcast (8:42) suggests...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>523falsefullhttps://www.spreaker.com/episode/the-asset-allocator-coping-with-the-crisis--51972150Learn more about your ad choices. Visit megaphone.fm/adchoices]]>65bc537e-6fa1-11ea-a885-738542b41943Fri, 27 Mar 2020 09:00:00 +0000Seeking AlphaThis crisis is different from others in its details, but this we can say from a historical perspective: The doom people have dreaded has never materialized. We’ve always moved on. This podcast (8:12) suggests that what makes market and economic crises...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>493falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-8-rule--51972373Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ff10f798-6a22-11ea-81d6-c37828ba75ecFri, 20 Mar 2020 09:00:00 +0000Seeking AlphaFive years after the enactment of major retirement reform in the UK, the Association of British Insurers presents an evaluation. This podcast (7:05) notes that the reforms were intended to promote “pension freedom,” but the report is now pushing for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>426falsefullhttps://www.spreaker.com/episode/the-asset-allocator-mayport-s-adam-grossman-on-financial-advice-in-exciting-times--51972289Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bf32271e-693c-11ea-a357-77847ab507b2Thu, 19 Mar 2020 09:00:00 +0000Seeking AlphaMayport Wealth Management’s Adam Grossman offers an anatomy of the type of client reactions he’s seeing in the current market meltdown, along with analysis of value in the muni bond market and an incremental approach to stock-buying. In this podcast...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1074falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-more-ideal-retirement--51972268Learn more about your ad choices. Visit megaphone.fm/adchoices]]>702028ee-688b-11ea-8a36-37813850facaWed, 18 Mar 2020 09:00:00 +0000Seeking AlphaIn research on the end-of-life regrets of elderly Americans, the trip they did not take was one of the highest-ranked items. This podcast (5:34) suggests the extra time in quarantine with those closest to us can guide us to how we can achieve a more...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>335falsefullhttps://www.spreaker.com/episode/the-asset-allocator-wrong-for-too-long--51972431Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0ca7bfb8-67c6-11ea-939b-4b69d19425c3Tue, 17 Mar 2020 04:00:00 +0000Seeking AlphaI recall an incident where a senior analyst at a major investment research firm was “right” about the Fed – and took a maximalist position at least eight years too early in a career-ending move. This podcast (6:33) suggests investors determine their...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>394falsefullhttps://www.spreaker.com/episode/retirement-advisor-coronavirus-considerations--51972491Learn more about your ad choices. Visit megaphone.fm/adchoices]]>84f7e4fa-66f6-11ea-a9a3-7b6e8fbbe7baMon, 16 Mar 2020 09:00:00 +0000Seeking AlphaCNBC ran an article a week ago arguing that the coronavirus should make people rethink the idea of retiring abroad based on the quality of overseas healthcare and the inability to get Medicare coverage. This podcast (6:31) suggests these two arguments...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>392falsefullhttps://www.spreaker.com/episode/the-asset-allocator-do-you-believe-in-yesterday--51972229Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5ca6a5c2-6485-11ea-9f81-a3de807e1679Fri, 13 Mar 2020 09:00:00 +0000Seeking AlphaThe Beatles’ classic ballad “Yesterday” offers some perspective on today’s falling markets. This podcast (6:08) takes comfort in the Beatles’ hint that the troubles that once seemed so far away only look as though they’re here to stay, and offers...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>369falsefullhttps://www.spreaker.com/episode/retirement-advisor-countercultural-cash--51972474Learn more about your ad choices. Visit megaphone.fm/adchoices]]>65c6bc6e-62fa-11ea-8975-d34fb968da8fThu, 12 Mar 2020 09:00:00 +0000Seeking AlphaA novel piece of financial research put out by the Asian Development Bank seeks an explanation for an unexpected growing global demand for cash. The paper does not discuss retirement per se, but inspired thoughts of an advantageous approach for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>402falsefullhttps://www.spreaker.com/episode/the-asset-allocator-at-what-price-do-you-get-in--51972485Learn more about your ad choices. Visit megaphone.fm/adchoices]]>095771b6-6210-11ea-ab62-fbdd62b1a410Tue, 10 Mar 2020 09:00:00 +0000Seeking AlphaThe implicit timeline for most stock-market trades and most stock-market analysis is short-term, yet most investors’ personal timelines are long-term. A lot of stock-market analysis will therefore fail to satisfy investors’ personal questions. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>383falsefullhttps://www.spreaker.com/episode/retirement-advisor-unleashing-your-inner-50-year-old--51972274Learn more about your ad choices. Visit megaphone.fm/adchoices]]>30556aa2-6170-11ea-b08b-b7229378bcd2Mon, 09 Mar 2020 09:00:00 +0000Seeking AlphaWhat would rekindle the aggressiveness of a 50-year-old in a 65-year-old investor? Ironically, adopting what is thought to be a highly conservative approach: annuitizing a portion of the portfolio. This podcast (6:50) argues that the “smell of death”...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>411falsefullhttps://www.spreaker.com/episode/the-asset-allocator-keep-your-head-when-all-about-you-are-losing-theirs--51972487Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d6d30f58-5f1b-11ea-b80e-c3afb54e7993Fri, 06 Mar 2020 10:00:00 +0000Seeking AlphaIf you’re an advisor getting lots of panicky phone calls or text messages, what should the approach to this quasi-gladiatorial contest between bulls and bears be? This podcast (6:22) suggests that Rudyard Kipling’s classic poem “If” provides the best...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>383falsefullhttps://www.spreaker.com/episode/retirement-advisor-where-have-the-late-boomers-retirement-gone--51972504Learn more about your ad choices. Visit megaphone.fm/adchoices]]>44f04752-5e64-11ea-aa6b-6f1cb483c9d3Thu, 05 Mar 2020 10:00:00 +0000Seeking AlphaThe Center for Retirement Research reports a little-known demographic difficulty: the significant drop in 401(k) and IRA assets for “late boomers,” aged 55 to 65, beginning with the Great Recession. This podcast (6:49) explains the report’s findings...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>410falsefullhttps://www.spreaker.com/episode/the-asset-allocator-dalbar-rethinks-asset-allocation--51972381Learn more about your ad choices. Visit megaphone.fm/adchoices]]>aa01a290-5d9b-11ea-b59c-9b08a651d3d4Wed, 04 Mar 2020 10:00:00 +0000Seeking AlphaNew Dalbar research takes a look at asset protection strategies through the prism of opportunity cost, with a view toward lowering investors’ hedging costs or even increasing their total returns. This podcast (8:10) suggests that Dalbar’s alternative...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>491falsefullhttps://www.spreaker.com/episode/retirement-advisor-bad-news-good-guidance--51972513Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0a12378c-5cb9-11ea-aa2b-27e5f52cc494Tue, 03 Mar 2020 10:00:00 +0000Seeking AlphaRoll Call reports that the Teamster’s largest fund is headed toward insolvency, and the Pension Benefit Guaranty Corporation fund that serves as its backstop is about four years from depletion. CNBC reports a closed Catholic hospital’s nearly 700...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>412falsefullhttps://www.spreaker.com/episode/the-asset-allocator-comfort-stocks--51972102Learn more about your ad choices. Visit megaphone.fm/adchoices]]>83be2154-59ad-11ea-be67-07960b946f6eFri, 28 Feb 2020 10:00:00 +0000Seeking AlphaThe Wall Street Journal notes that investors have grouped around consumer staples amidst the big sell-off, for fear of an economic downturn. This podcast (7:00) suggests tweaking the consumer staples category, first to “sin” stocks, then to “comfort”...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>421falsefullhttps://www.spreaker.com/episode/retirement-advisor-come-on-the-amazing-journey--51972461Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4df2c372-58d1-11ea-be9c-9b228a307182Thu, 27 Feb 2020 10:00:00 +0000Seeking AlphaThe retirement journey that people dream of is actually a sort of journey, one which they burden by overpacking. This podcast (5:27) suggests that it behooves investors to think about what they will “pack” for that retirement journey long before...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>328falsefullhttps://www.spreaker.com/episode/the-asset-allocator-bad-news-is-the-best-time-to-buy--51972237Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2fc0584a-580b-11ea-9bb0-ef6975bc04c6Wed, 26 Feb 2020 10:00:00 +0000Seeking AlphaWe lack complete clarity about the coronavirus situation, but from an abstract investment point of view, we can say that embracing volatility is generally the path to increasing returns. This podcast (6:20) suggests investors discriminate between...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>381falsefullhttps://www.spreaker.com/episode/retirement-advisor-4-tropes-clients-get-stuck-on--51972324Learn more about your ad choices. Visit megaphone.fm/adchoices]]>95e7b68c-5742-11ea-8a61-17f1ed5e8447Tue, 25 Feb 2020 10:00:00 +0000Seeking AlphaThe weekly blog of Rick Kahler, a well known financial planner with a national reputation, turns up with four solid ideas to counter common investor mistakes. This podcast (6:20) suggests that Kahler’s four decades of experience speaking with...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>381falsefullhttps://www.spreaker.com/episode/the-asset-allocator-between-a-rock-and-a-hard-place--51972304Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8a122642-5677-11ea-9993-77d9324d3016Mon, 24 Feb 2020 10:00:00 +0000Seeking AlphaOne of the surprises on Blackstone Group’s Byron Wien’s annual “Ten Surprises” list was that an oil price shock would send West Texas Intermediate Crude to over $70 a barrel. At about the same time, BlackRock announced its big move away from fossil...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>422falsefullhttps://www.spreaker.com/episode/retirement-advisor-rob-isbitts-on-tapping-the-brakes-before-retirement--51972471Learn more about your ad choices. Visit megaphone.fm/adchoices]]>dd97dad2-5415-11ea-b86e-23b29a123ce4Fri, 21 Feb 2020 10:00:00 +0000Seeking AlphaFinancial advisor Rob Isbitts of Sungarden Investment Management, based in Weston, Florida, defines his style as “aggressive capital preservation.” In this podcast (19:33), the veteran advisor, and publisher of advisor site TheHedgedInvestor.com,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1174falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-cost-of-criminalizing-innovation--51972392Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ef820576-53b9-11ea-9edd-5b9d148e58bbThu, 20 Feb 2020 10:00:00 +0000Seeking AlphaThe main public claims against Michael Milken back in 1990 are today mainstream and widely understood as beneficial, whereas the technicalities that sent him to prison and banned him from the financial industry remain as opaque today as then. This...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>1019b770-51c6-11ea-8aac-1718bc82ca7eTue, 18 Feb 2020 10:00:00 +0000Seeking AlphaPresidential election years tend to be strong for markets, the incumbent has shown great interest in the stock market’s progress and the Fed seems supportive. This podcast (6:33), suggests that the biggest apparent risk right now is the coronavirus,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>394falsefullhttps://www.spreaker.com/episode/retirement-advisor-paying-for-your-parents-retirement--51972175Learn more about your ad choices. Visit megaphone.fm/adchoices]]>de0ed9c2-4e9b-11ea-91bf-c799b65aace3Fri, 14 Feb 2020 10:00:00 +0000Seeking AlphaA new survey by AgeUp finds that people don’t know much about their parents’ finances and are worried they may have to kick in their own funds to sustain them during retirement. This podcast (6:33) takes a look at the MassMutual unit’s re-packaging of...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>19fbb450-4d0c-11ea-9a4c-332ae577aa31Wed, 12 Feb 2020 10:00:00 +0000Seeking AlphaThe World Economic Forum posted a video about what it calls “the global pensions time bomb,” noting that the already large gap between resources and retirement is rapidly accelerating. This podcast (7:48) suggests that the approach taken by Denmark is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>469falsefullhttps://www.spreaker.com/episode/the-asset-allocator-macroeconomics-and-cheese-podcast--51972251Learn more about your ad choices. Visit megaphone.fm/adchoices]]>80a7e564-4c50-11ea-8baf-174f6d57ff2aTue, 11 Feb 2020 10:00:00 +0000Seeking AlphaA recent Barron’s analysis makes a compelling case that The Kraft Heinz Company (KHC) might be ready to exit the bargain basement, especially if it can obtain decent prices for assets it sells. This podcast (7:03) argues that of greater importance...Learn more about your ad choices. 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In this podcast (19:19), the Latin America-based analyst explains why oil and natural gas aren’t going...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1160falsefullhttps://www.spreaker.com/episode/retirement-advisor-realize-your-potential--51972502Learn more about your ad choices. Visit megaphone.fm/adchoices]]>89eef5c0-4851-11ea-9ddd-031d62392425Thu, 06 Feb 2020 10:00:00 +0000Seeking AlphaIn a video interview with Les Brown, the motivational speaker make three relevant points for advisors: that negativity keeps people from progressing; that people need to step out of their comfort zones; and that people need guidance. This podcast...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>373falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-cheesy-idea--51972490Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0edc44e8-4787-11ea-aefa-0fad97b6d929Wed, 05 Feb 2020 10:00:00 +0000Seeking AlphaAmidst so much market commentary offering just a nano-second of value, I was more impressed with a silly video from a California-based pizza parlor titled “What Happens When A Cordon Bleu Trained Chef Tries Shakey’s Pepperoni Pizza?” This podcast...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>332falsefullhttps://www.spreaker.com/episode/retirement-advisor-embarrassed--51972342Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0ce8d026-46be-11ea-8d0f-0bff83809cf9Tue, 04 Feb 2020 10:00:00 +0000Seeking AlphaA 58-year-old man with no retirement savings asks a USA Today financial-advice columnist for help, noting he was embarrassed to consult with a financial planner. This podcast (6:32) suggests that many of the people advisors meet with, specifically...Learn more about your ad choices. 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This podcast (6:57) suggests that a change in location is an important tool in the advisor’s retirement-planning tool kit since housing...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>418falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-bigger-threat-than-the-coronavirus--51972260Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d04c4e26-42c7-11ea-b197-3b499211f872Thu, 30 Jan 2020 10:00:00 +0000Seeking AlphaAs coronavirus fears dissipate, a massive biological calamity taking place right now has gotten next to no attention: the worst locust swarms in 70 years. This podcast (5:00) argues that an extraordinary behavioral quirk in the species known as...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>301falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-deceptive-certainty-of-retirement-calculators--51972489Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8abc33a8-4209-11ea-80bc-43353d4802fcWed, 29 Jan 2020 10:00:00 +0000Seeking AlphaSeeking Alpha contributor Ronald Surz’s article on the SECURE Act argues that it will encourage savings; it will encourage misuse of financial calculators; and that these calculators will not model risk properly. This podcast (5:23) suggests that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>324falsefullhttps://www.spreaker.com/episode/the-asset-allocator-how-to-make-decisions--51972300Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d5827312-4127-11ea-ba61-e3fa8f8eb432Tue, 28 Jan 2020 10:00:00 +0000Seeking AlphaPositioning for the new year and decade is worthwhile, but not before taking a step back and establishing a framework for making good decisions. This podcast (4:38) argues that key decisions about asset allocation and whether and from whom to seek...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>279falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-advice-advantage--51972428Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d05fe4da-3e18-11ea-94b4-ebb3a1574650Mon, 27 Jan 2020 10:00:00 +0000Seeking AlphaA comprehensive study by the London-based International Longevity Centre found that receivers of financial advice fared substantially better than the unadvised. This podcast (4:37) suggests that the public has a lot of clarity about the cost of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>279falsefullhttps://www.spreaker.com/episode/the-asset-allocator-tendencies-reassert-themselves--51972492Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c203bc1a-3d3a-11ea-96be-73b29c2f10deFri, 24 Jan 2020 10:00:00 +0000Seeking AlphaAn article on Prohibition on TheConversation.com, having nothing to do with investments per se, got me thinking about markets and mean reversion. This podcast (6:00) argues that tendencies with a solid human or historical basis reassert themselves,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>361falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-centenarian-club--51972542Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5d5ac6aa-3c86-11ea-904a-9b1cbf161bb9Thu, 23 Jan 2020 10:00:00 +0000Seeking AlphaThe Retirement Income Journal, published by Kerry Pechter, includes a report of a sobering presentation by University of Oklahoma law school professor Jon Forman, arguing that near-ideal conditions (including a 9% contribution rate) are needed to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>354falsefullhttps://www.spreaker.com/episode/the-asset-allocator-jonathan-clements-on-how-advisors-add-value--51972565Learn more about your ad choices. Visit megaphone.fm/adchoices]]>eed887a6-3bba-11ea-a91c-c3651f8098f1Wed, 22 Jan 2020 10:00:00 +0000Seeking AlphaJonathan Clements, formerly personal finance columnist for the Wall Street Journal and now founder and editor of HumbleDollar, has long provided a voice of sanity in the money-crazed media. In this podcast (19:08), the legendary columnist addresses...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1149falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-tale-of-two-retirements--51972467Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bf2930d0-3bb7-11ea-a705-5bb950dde514Tue, 21 Jan 2020 10:00:00 +0000Seeking AlphaNPR’s Weekend Edition recounts the story of retiring Indiana state employee Bob Vollmer at age 102. In contrast, TD Ameritrade commissioned a Harris Poll survey of the American public, finding that 50 percent retired earlier than they would have...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>d1373b58-37e0-11ea-976b-23378c31e802Thu, 16 Jan 2020 10:00:00 +0000Seeking AlphaRetirement blogger Chris Mamula, writing on MarketWatch, offered some candid reflections on the things he got wrong two years into his very early retirement. This podcast (6:55) takes advantage of the opportunity to learn from somebody else’s...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>416falsefullhttps://www.spreaker.com/episode/the-asset-allocator-sucker-punches-chest-beating-and-portfolio-stability--51972555Learn more about your ad choices. Visit megaphone.fm/adchoices]]>03402086-370c-11ea-85e8-3f83cc5d9290Wed, 15 Jan 2020 10:00:00 +0000Seeking AlphaThe Collaborative Fund’s Morgan Housel, on his blogpost yesterday, called “Risk is what you don’t see,” tells the story of the punch Houdini didn’t see coming. This podcast (3:46) notes a parallel between the Houdini story and the famous inattentional...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>50d4f556-3577-11ea-a4c0-db942f47453cMon, 13 Jan 2020 10:00:00 +0000Seeking AlphaVeteran Wall Street recruiter Mark Elzweig observes that though advisors are generally well paid, many are not happy, which is ironic because their position carries unique advantages conducive to being happy. In this podcast (14:04), Elzweig, the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>845falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-trouble-with-macro-analysis--51972286Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d72a9022-3327-11ea-8247-1716c8f2c8ebFri, 10 Jan 2020 10:00:00 +0000Seeking AlphaSurveying the past decade, one could say that macro-analysis fell into two camps, one questioning the propriety of the Fed’s balance-sheet expansion, the other saying “Don’t fight the Fed.” The Fedophobes lost big and the Fedophiles won big. But who’s...Learn more about your ad choices. 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Instead, position a portfolio for growth and resilience at all times. This podcast (5:38) argues that a better approach to trying to predict the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>339falsefullhttps://www.spreaker.com/episode/retirement-advisor-decade-of-the-young-old--51972412Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b5b72534-2fe1-11ea-99f9-abb773c29444Tue, 07 Jan 2020 10:00:00 +0000Seeking AlphaThe Economist recently published a lead story on the so-called “young-old,” the Japanese term for workers aged 65 to 75, who the magazine expects to bolster their work participation this decade. This podcast (4:33) brings a medical anecdote to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>274falsefullhttps://www.spreaker.com/episode/the-asset-allocator-process-precedes-stockpicking--51972242Learn more about your ad choices. Visit megaphone.fm/adchoices]]>74d1a424-2d87-11ea-b9a6-b717eb8acb05Mon, 06 Jan 2020 10:00:00 +0000Seeking AlphaProcess matters more than stock picks and stock pickers. This podcast (4:58) argues that, paradoxically, by going after attractive investment returns, investors often end up with poor investment returns. But by adhering to a process that captures...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>299falsefullhttps://www.spreaker.com/episode/retirement-advisor-when-to-spend--51972314Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8aedf57a-2ce0-11ea-a8fd-af5931182e1bFri, 03 Jan 2020 10:00:00 +0000Seeking AlphaAustralian actuaries have developed a rule-of-thumb calculation for how much retirees can spend. This podcast (5:06) discusses this intriguing formula, but assumes it wouldn’t work in the U.S. context. Nevertheless, the obsession with formulas for how...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>306falsefullhttps://www.spreaker.com/episode/the-asset-allocator-filtering-portfolio-ideas--51972158Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b3517164-2b36-11ea-97a0-bb10f29cebe8Thu, 02 Jan 2020 10:00:00 +0000Seeking AlphaA portfolio should be tailored to the investor’s individual needs. That’s why people hire advisors, for a more objective view of their finances. This podcast (5:08) argues that advisors should build customized, resilient portfolios on the basis of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>309falsefullhttps://www.spreaker.com/episode/retirement-advisor-retirement-income-planning-for-dummies--51972204Learn more about your ad choices. Visit megaphone.fm/adchoices]]>603cd716-2a73-11ea-8d7b-c72ba0a48e4aMon, 30 Dec 2019 10:00:00 +0000Seeking AlphaA quick-and-dirty approach to guesstimating one’s retirement income would be the formula landlords use to qualify a potential tenant, which is gross income three times the rent they are seeking. This podcast (5:46) suggests this yardstick may work...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>329falsefullhttps://www.spreaker.com/episode/the-asset-allocator-my-top-etf-pick-for-2020--51972533Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8e8af838-27d4-11ea-afee-f738121a0998Fri, 27 Dec 2019 10:00:00 +0000Seeking AlphaMy top ETF choice for 2020 is the iShares MSCI Israel ETF (EIS). This podcast (7:37) explains my search for an investment that offers appreciation potential, and yet which is also defensible against the ill winds that can bring stock prices down...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>440falsefullhttps://www.spreaker.com/episode/retirement-advisor-income-projection-an-idea-whose-time-has-come--51972257Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d3389f3c-25b6-11ea-b401-b72e7fe0f861Thu, 26 Dec 2019 12:00:00 +0000Seeking AlphaThe Secure Act does two innovative things: It facilitates the offering of annuities in corporate retirement plans, and it requires retirement plans to project monthly income streams from savings. This podcast (4:52) suggests that if investors can see...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>275falsefullhttps://www.spreaker.com/episode/the-asset-allocator-both-stocks-and-real-estate--51972230Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0a54c34e-2501-11ea-9228-63062fe6a885Mon, 23 Dec 2019 10:00:00 +0000Seeking AlphaWealthfront’s latest article on Seeking Alpha offers reasons to be skeptical about investment real estate. This podcast (5:54) offers a range of pros and cons about real estate for the benefit of advisors who must strive to serve as an objective...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>337falsefullhttps://www.spreaker.com/episode/retirement-advisor-should-gen-z-save-for-a-home-or-retirement-first--51972443Learn more about your ad choices. Visit megaphone.fm/adchoices]]>67469b4c-21d0-11ea-81ea-df785fa59d2dFri, 20 Dec 2019 10:00:00 +0000Seeking AlphaGeneration Z, now graduating college, want to get ahead in life, and should learn now to steer clear from shallow media investment advice. This podcast (5:36) suggests that whether to prioritize a home or retirement depends on certain variables, but...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>319falsefullhttps://www.spreaker.com/episode/the-asset-allocator-let-s-not-forget-about-commodities--51972267Learn more about your ad choices. Visit megaphone.fm/adchoices]]>347007ac-21ae-11ea-899d-83a2601e72e5Thu, 19 Dec 2019 10:00:00 +0000Seeking AlphaThe Washington Post discusses two new scientific studies published this month in the journal Nature, which together signal the risk of a global food crisis. This podcast (4:39) argues that the possibility of a food crisis should remind us of the value...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>261falsefullhttps://www.spreaker.com/episode/retirement-advisor-marcia-mantell-on-what-women-need-to-know-about-social-security--51972394Learn more about your ad choices. Visit megaphone.fm/adchoices]]>47394ab2-2102-11ea-808e-5f1f85942dc1Wed, 18 Dec 2019 05:00:00 +0000Seeking AlphaRetirement consultant Marcia Mantell is the author of the new book, “What’s the deal with Social Security for Women?” In this podcast (18:57), Mantell reviews some key Social Security claiming issues pertinent to widows, divorcees, married and single...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1120falsefullhttps://www.spreaker.com/episode/the-asset-allocator-mapping-rather-than-tripping-over-your-emotions--51972312Learn more about your ad choices. Visit megaphone.fm/adchoices]]>46bc7f96-2008-11ea-a30f-e3cdebd4571cTue, 17 Dec 2019 10:00:00 +0000Seeking AlphaNeuroeconomics explains how the brain physiologically responds to stimuli and sometimes trips us up, based on the uneasy coexistence between primitive and advanced neural systems. This podcast (5:06) suggests we employ such insights to map our...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>289falsefullhttps://www.spreaker.com/episode/retirement-advisor-client-hand-holding--51972281Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fc9ea4e8-1f71-11ea-b65f-ab494cddc0a5Mon, 16 Dec 2019 10:00:00 +0000Seeking AlphaNot only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>293falsefullhttps://www.spreaker.com/episode/the-asset-allocator-an-idiosyncratic-approach-to-foreign-investing--51972495eeea4af0-1d00-11ea-bb92-9fdeb444dcc0Fri, 13 Dec 2019 10:00:00 +0000Seeking AlphaLearn more about your ad choices. Visit megaphone.fm/adchoices400falsefullhttps://www.spreaker.com/episode/retirement-advisor-mark-mappa-maintains-cash-flow-is-king--51972356Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4fba919e-1c45-11ea-8d89-83435e3da51cThu, 12 Dec 2019 05:00:00 +0000Seeking AlphaMark Mappa of Mappa Wealth Management in Glenview, Ill., is a financial advisor and author of a new book called “Cash Flow is King.” In this podcast (21:00), Mappa makes a forceful distinction between clients with millions of dollars, but not enough...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1243falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-fine-analysis-from-j-p-morgan--51972361Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fd8570c8-1b87-11ea-b4c1-27fe04cbf7b0Wed, 11 Dec 2019 10:00:00 +0000Seeking AlphaA 2020 investment outlook from J.P. Morgan Asset Management offers a perceptive macro-analysis. This podcast (6:03) suggests that we not look to these outlooks for their investment recommendations, but as an exercise in thinking, to deepen our...Learn more about your ad choices. 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This podcast (5:54) highlights the reasons why investors will not come out ahead in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>337falsefullhttps://www.spreaker.com/episode/retirement-advisor-thoughts-on-a-visit-with-a-95-year-old--51972572Learn more about your ad choices. Visit megaphone.fm/adchoices]]>14ce67c8-178a-11ea-9e7d-63f4d79f0e2cFri, 06 Dec 2019 10:00:00 +0000Seeking AlphaA recent visit with a 95-year-old was a reminder of the relative rarity of such encounters. This podcast (5:27) illustrates the health, investing and income implications of reaching a ripe old age, and encourages learning from the wisdom and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>310falsefullhttps://www.spreaker.com/episode/the-asset-allocator-chile-a-value-country-etf--51972452Learn more about your ad choices. Visit megaphone.fm/adchoices]]>22900d6e-16c5-11ea-8680-a74bb08fc040Thu, 05 Dec 2019 10:00:00 +0000Seeking AlphaEquity analyst Ian Bezek makes a solid case that Chilean stocks (ECH) have been oversold on political fears. This podcast (6:12) agrees with Bezek’s thesis and adds that the demonstrations in Chile are reminiscent of the yellow-vest protests in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>355falsefullhttps://www.spreaker.com/episode/retirement-advisor-prevailing-over-paralysis--51972587Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0ec8a796-15ee-11ea-bd11-0ffa5f705ea4Wed, 04 Dec 2019 10:00:00 +0000Seeking AlphaMany people have not even tried to save for retirement, and the reason could be that people are reluctant to start something they expect to fail at. This podcast (5:27) suggests that the despair may stem from the unknowability of the key variables in...Learn more about your ad choices. 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This podcast (6:32) suggests that progress in investing is slow at first, but that a careful perusal of bar charts show that the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>375falsefullhttps://www.spreaker.com/episode/the-asset-allocator-mebane-faber-all-time-highs-are-nothing-to-be-afraid-of--51972164Learn more about your ad choices. Visit megaphone.fm/adchoices]]>eeda5af8-114f-11ea-ad28-e7f653080545Fri, 29 Nov 2019 10:00:00 +0000Seeking AlphaETF manager, author and popular investment blogger Mebane Faber covers a wide range of asset-allocation issues from buy-and-hold to global value investing. In this podcast (20:51), Faber sees asset allocation from the standpoint of market history, and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1234falsefullhttps://www.spreaker.com/episode/retirement-advisor-thanksgiving-for-advisors--51972409Learn more about your ad choices. Visit megaphone.fm/adchoices]]>da0a990e-108b-11ea-9b89-4342b4e8f6b5Wed, 27 Nov 2019 10:00:00 +0000Seeking AlphaThanksgiving is very much a day celebrating economic success, and as such, is something financial advisors can learn from. I would argue that their thriving when their main hope had been to survive was the source of their jubilation. This podcast...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>289falsefullhttps://www.spreaker.com/episode/the-asset-allocator-yield-vs-safety--51972514Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a585747e-0fb9-11ea-83c4-8bc1eaf4fe09Tue, 26 Nov 2019 10:00:00 +0000Seeking AlphaInvestors have heavily favored bonds over stocks this year, and among fixed-income ETFs, corporate investment-grade bonds have attracted the lion’s share of inflows. Indeed, Seeking Alpha’s bond ETFs page shows that, year to date, long-term U.S....Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>4868654a-0c98-11ea-ac59-4fa842865a9bFri, 22 Nov 2019 10:00:00 +0000Seeking AlphaThe Brookings Institution’s Retirement Security Project suggests that managed-payout funds might be the Goldilocks option between lump sums and annuities. This podcast (6:44) notes that Brookings’ policy wonks are proposing very much the sort of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>386falsefullhttps://www.spreaker.com/episode/the-asset-allocator-do-your-clients-respect-you--51972543Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fd2a0e9a-0bc4-11ea-914d-cf81c44057e0Thu, 21 Nov 2019 10:00:00 +0000Seeking AlphaSales recruiter Jonathan Sack discusses how one commands respect, an issue of obvious relevance to financial advisors who must relate to clients and prospects. This podcast (5:42) argues that advisors’ knowledge and problem-solving ability counts most...Learn more about your ad choices. 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This podcast (6:18) argues that while markets don’t rise or fall on debt considerations in the short-term, in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>361falsefullhttps://www.spreaker.com/episode/the-asset-allocator-next-big-thing-or-a-sure-thing--51972295Learn more about your ad choices. Visit megaphone.fm/adchoices]]>77ddc1be-096c-11ea-ad3c-8354b2d88d39Mon, 18 Nov 2019 10:00:00 +0000Seeking AlphaDespite blockchain’s enormous potential, it is far from clear who would win, or how they would win, thus making micro-cap blockchain investing quite risky. This podcast (5:07) argues against succumbing to “hot” new areas lacking a clear path to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>290falsefullhttps://www.spreaker.com/episode/retirement-advisor-unretirement--51972310Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e3cbe0ba-0712-11ea-9a6e-c7e796494213Fri, 15 Nov 2019 10:00:00 +0000Seeking AlphaTD Ameritrade commissioned the Harris Poll to understand the rise of “unretirees,” the now majority of people who plan to continue working in a paid position after reaching retirement age. This podcast (5:53) argues that financial necessity is likely...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>336falsefullhttps://www.spreaker.com/episode/the-asset-allocator-patience-is-an-investing-virtue--51972585Learn more about your ad choices. Visit megaphone.fm/adchoices]]>554b4384-0632-11ea-b1f3-e3e354eade3bThu, 14 Nov 2019 10:00:00 +0000Seeking AlphaA UBS survey of 3,400 clients shows the ultra-wealthy group moving into cash, with these investors “fearing” or “bracing for” a major market sell-off. But if you look behind the headlines at their actions and views, these are not fearful but rather...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>4406c53a-04c0-11ea-b57e-bb68f436375cTue, 12 Nov 2019 10:00:00 +0000Seeking AlphaIt’s understandable why large pension funds or insurance companies would buy negative-yielding bonds, and it’s pretty clear why central banks do, but why would ordinary investors do so? This podcast (6:34) suggests that while negative-yielding bonds...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>377falsefullhttps://www.spreaker.com/episode/retirement-advisor-is-the-retirement-crisis-overstated--51972481Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c20ba8d4-03d4-11ea-b0df-8fe9f2b3e0ccMon, 11 Nov 2019 10:00:00 +0000Seeking AlphaA new report by the Empower Institute, called “The Over-Stated Retirement Crisis,” challenges the generally dim view of Americans’ retirement readiness, citing a massive growth in retirement assets over the past several decades. This podcast (7:12)...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>415falsefullhttps://www.spreaker.com/episode/the-asset-allocator-why-we-diversify--51972187Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8adf437a-0163-11ea-a1de-1709a48631b9Fri, 08 Nov 2019 10:00:00 +0000Seeking AlphaProtecting against the downside is the first step in investing. This podcast (4:16) argues that advisors should encourage clients to reduce risk and aspire to steady returns as the best means of attaining long-term solvency and stability in their...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>239falsefullhttps://www.spreaker.com/episode/the-asset-allocator-allocation-or-avoidance--51972486Learn more about your ad choices. Visit megaphone.fm/adchoices]]>31cf8986-00c6-11ea-997f-2f89c5970312Thu, 07 Nov 2019 10:00:00 +0000Seeking AlphaDoubleLine bond manager Jeffrey Gundlach tells Switzerland’s Finance and Economy publication that it’s time to prepare for a downturn. This podcast (4:51) credits Gundlach with some astute observations, but notes that he’s issued plenty of doomsday...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>274falsefullhttps://www.spreaker.com/episode/retirement-advisor-surviving-and-thriving--51972388Learn more about your ad choices. Visit megaphone.fm/adchoices]]>932d893c-fff7-11e9-9acb-477513545388Wed, 06 Nov 2019 10:00:00 +0000Seeking AlphaIt takes $26 to buy what one dollar could buy in 1913. So why should retirees want dollars, which may fare even worse in the coming decades? This podcast (5:38) argues that disparaging cash as trash misses a paradox that Warren Buffett penetratingly...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>321falsefullhttps://www.spreaker.com/episode/the-asset-allocator-ron-delegge-on-the-character-traits-of-great-investors--51972319Learn more about your ad choices. Visit megaphone.fm/adchoices]]>24991432-ff34-11e9-b5b3-17c620a04d89Tue, 05 Nov 2019 10:00:00 +0000Seeking AlphaETFguide.com founder Ron DeLegge’s new book, Habits of the Investing Greats, proposes that investing success and character are intimately related. In this podcast (18:25), DeLegge makes this link explicit by suggesting how we can emulate Stanley...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1088falsefullhttps://www.spreaker.com/episode/retirement-advisor-homeownership-helps--51972341Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6ac8b93c-fe6f-11e9-92c0-970df49b64e0Mon, 04 Nov 2019 10:00:00 +0000Seeking AlphaA new Harvard study finds that about one-third of Americans age 65 or older are being ravished by the costs of housing. This podcast (6:45) suggests that financial advisors who focus on investment securities alone are withholding the holistic view of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>388falsefullhttps://www.spreaker.com/episode/the-asset-allocator-harry-dent-s-case-for-the-crash-of-a-lifetime--51972273Learn more about your ad choices. Visit megaphone.fm/adchoices]]>838c8d3a-fbf5-11e9-b672-9710931464e4Fri, 01 Nov 2019 09:00:00 +0000Seeking AlphaHarry Dent, author of Zero Hour and editor of Economy and Markets.com, explains why he anticipates the “crash of a lifetime.” His message is that now is not a time for “just re-allocating.” In this podcast interview (26:05), Dent discusses the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1548falsefullhttps://www.spreaker.com/episode/retirement-advisor-navigating-disruption-podcast--51972426Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2336f098-fb22-11e9-b4ce-b78bca3cb29fThu, 31 Oct 2019 09:00:00 +0000Seeking AlphaHarvard professor Teresa Amabile, writing in the academic journal Work, Aging and Retirement, argues that retirement research is overwhelmingly quantitative, to the detriment of the field. She calls for more qualitative research into areas such as...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>285falsefullhttps://www.spreaker.com/episode/the-asset-allocator-cautiously-pessimistic--51972589Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b0ca4052-fa84-11e9-af9f-234afe6c7195Wed, 30 Oct 2019 09:00:00 +0000Seeking AlphaMoney is fleeing to safety, economic growth is fizzling out and political tensions are always just a spark away from igniting, yet U.S. stock indexes are reaching new highs. For those with the guts to stay invested at a time like this, the logical...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>323falsefullhttps://www.spreaker.com/episode/retirement-advisor-attracting-clients--51972592Learn more about your ad choices. Visit megaphone.fm/adchoices]]>255ebea8-f98a-11e9-88d3-933450ed2accTue, 29 Oct 2019 09:00:00 +0000Seeking AlphaA listener recently sent me a note asking what advice I would offer a new advisor just staring out. This podcast (6:17) proposes that rookies need to address both the substance and business of financial advice. From the business perspective, advisors...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>360falsefullhttps://www.spreaker.com/episode/the-asset-allocator-when-to-buy-gold--51972402Learn more about your ad choices. Visit megaphone.fm/adchoices]]>407e1074-f8ce-11e9-8ce9-53527b898415Mon, 28 Oct 2019 09:00:00 +0000Seeking AlphaSeeking Alpha contributor Ploutos proposes an intriguing approach to timing one’s purchases of gold based on calculating “gold yield,” which cleverly adapts earnings-yield analysis to the yellow metal. This podcast (3:58) argues in favor of using gold...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>221falsefullhttps://www.spreaker.com/episode/retirement-advisor-moving-the-needle--51972576Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5214dabc-f67a-11e9-a9c6-27c665aed846Fri, 25 Oct 2019 09:00:00 +0000Seeking AlphaThe Center for Retirement Research investigates what would improve a situation in which 50% of workers are set to have less income in retirement than during their working lives. Its study’s headline finding emphasizes the benefit of remaining in the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>255falsefullhttps://www.spreaker.com/episode/the-asset-allocator-befi-bewildered-advisors--51972522Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e7f53f2a-f5b9-11e9-aa7c-d3f499ac8c31Thu, 24 Oct 2019 09:00:00 +0000Seeking AlphaA recent study commissioned by Charles Schwab and conducted by Cerulli Associates aims to help financial advisors incorporate behavioral finance into their practices. This podcast (5:50) argues that while behavioral finance provides interesting...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>333falsefullhttps://www.spreaker.com/episode/retirement-advisor-living-in-a-van-down-by-the-river--51972256Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6c3c25bc-f4f9-11e9-be89-43b0d7fd4ce9Wed, 23 Oct 2019 09:00:00 +0000Seeking AlphaChris Moody, a political journalist laid off by CNN, used the opportunity occasioned by his financial dislocation, to search for a redefined American Dream. I offer my takeaways as to the relevance of Moody’s experience to clients planning their...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>303falsefullhttps://www.spreaker.com/episode/the-asset-allocator-buying-when-everyone-s-selling--51972292Learn more about your ad choices. Visit megaphone.fm/adchoices]]>72b6e7d4-ec29-11e9-846f-bbfb7696d4d7Tue, 22 Oct 2019 09:00:00 +0000Seeking AlphaHeading for the exits in a market panic is a powerful human instinct. Is there a successful model for moving forward onto the battlefield in the midst of a slaughter? Yes – that’s exactly what soldiers are trained to do. Napoleon was especially adept...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>286falsefullhttps://www.spreaker.com/episode/retirement-advisor-knowing-where-you-re-going--51972605Learn more about your ad choices. Visit megaphone.fm/adchoices]]>92db0804-ec21-11e9-b99a-0b203e3a79c2Mon, 21 Oct 2019 09:00:00 +0000Seeking AlphaThe premise of “The Millionaire Next Door” was that ordinary people could become wealthy, by spending less than they earn. Medical research suggests that financial stress is highly associated with heart attack. The common denominator of these findings...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>265falsefullhttps://www.spreaker.com/episode/the-asset-allocator-best-advisors-part-iii--51972529Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f89c41c4-ec14-11e9-b85b-8b1658f815a2Fri, 18 Oct 2019 09:00:00 +0000Seeking AlphaFinancial advisors cannot ignore the business aspects of their profession, and should put thought into how to market themselves. This podcast (4:58) argues that the key objectives should be to become discoverable; to define one’s unique abilities; and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>282falsefullhttps://www.spreaker.com/episode/the-asset-allocator-best-advisors-part-ii--51972327Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fc096552-ec10-11e9-8f96-5752117f6a33Thu, 17 Oct 2019 09:00:00 +0000Seeking AlphaA best-advisor algorithm can only rank abstractions; it cannot rank real people because it can differentiate between qualitative factors like empathy or judgment. This podcast (4:41) argues best-advisor rankings are just business, and not in its best...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>277falsefullhttps://www.spreaker.com/episode/the-asset-allocator-best-advisors-part-1--51972091Learn more about your ad choices. Visit megaphone.fm/adchoices]]>cee303e8-ec0c-11e9-9f28-3bfd5adbeaf7Wed, 16 Oct 2019 09:00:00 +0000Seeking AlphaThe more you look into the various “Best Advisor” rankings, the less you will want to eat the sausage. This podcast (9:07) argues that this data is extremely heavily skewed toward the most “productive” advisors, meaning the ones who attract assets...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>530falsefullhttps://www.spreaker.com/episode/the-asset-allocator-i-love-studies--51972469Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e6b132b8-ec04-11e9-95e8-17ea2a168e9cTue, 15 Oct 2019 09:00:00 +0000Seeking AlphaI like studies – which in the investment domain are typically based on surveys of large numbers of people – because they provide an opportunity to avoid making common mistakes. This podcast (4:15) argues that just as doctors, with a front-row view of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>239falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-reluctance-to-spend--51972598Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b9989c5c-eaa2-11e9-98bd-6fdc1bc339a2Mon, 14 Oct 2019 09:00:00 +0000Seeking AlphaKim Blanton writing on the Squared Away retirement blog notes that the problem of retirees’ reluctance to spend affects the rich, middle-class and poor alike. This podcast (5:05) argues that the root of the so-called retirement-savings puzzle is a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>306falsefullhttps://www.spreaker.com/episode/the-asset-allocator-of-market-tops-and-other-entry-points--51972617Learn more about your ad choices. Visit megaphone.fm/adchoices]]>66f20872-eb7d-11e9-9106-2bec756622a0Fri, 11 Oct 2019 09:00:00 +0000Seeking AlphaSeeking Alpha contributor Ploutos calculates that someone who invested on the pre-global financial crisis market peak in 2007 would have more than doubled his money by staying invested until now. This is an important reminder for market timers out...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>274falsefullhttps://www.spreaker.com/episode/retirement-advisor-retrain-your-brain--51972440Learn more about your ad choices. Visit megaphone.fm/adchoices]]>9c1cfea2-eaa2-11e9-ae1c-6352853f4aeaThu, 10 Oct 2019 09:00:00 +0000Seeking AlphaHebbian theory, a neuroscientific explanation of synaptic plasticity, may offer insights for advisors seeking to protect clients against bad investing habits, such as frequent checking of stock prices or tuning into sensational financial infotainment....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>303falsefullhttps://www.spreaker.com/episode/the-asset-allocator-google-collapse--51972582Learn more about your ad choices. Visit megaphone.fm/adchoices]]>56afffdad0c94b9eb6981663b8441f75Wed, 09 Oct 2019 09:00:00 +0000Seeking AlphaDaniel Colin James, a futurist and editor-in-chief of ForwardTick.com, wrote a fascinating article brazenly titled “This is How Google Will Collapse.” He offered some compelling reasons, but his timing was off. This podcast (4:56) suggests that the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>297falsefullhttps://www.spreaker.com/episode/retirement-advisor-still-working-after-all-these-years--51972517Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a4151fc4387943e0b02610f4b5e0b822Tue, 08 Oct 2019 09:00:00 +0000Seeking AlphaTwo new retirement surveys seem to be speaking to each other. One comes from Provision Living, and seeks to find out why senior citizens remain in the workforce. The second, a Harris Poll commissioned by TD Ameritrade asks Americans if they’d rather...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>266falsefullhttps://www.spreaker.com/episode/the-asset-allocator-conflicting-advice--51972339Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8285b3300bdf4877843142788a3b044fMon, 07 Oct 2019 09:00:00 +0000Seeking AlphaOne of the most confounding investor experiences occurs when one hears conflicting advice from really sharp analysts of the bullish and bearish persuasions. This podcast (5:53) argues that being bullish or bearish is a shallow profession. Advisors...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>354falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-right-to-social-security--51972593Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3387e3ee863d4c7d996c2ed007312e75Fri, 04 Oct 2019 09:00:00 +0000Seeking AlphaFinancial advisor Devin Carroll, in an article on MarketWatch, put together a list of seven Social Security myths, one of which concerns the perception that Social Security is a right. He shows that Supreme Court decisions have clarified that Social...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>367falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-yale-endowment-s-excellent-performance--51972441Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c73d7197f404449bb968e67e5e65e955Thu, 03 Oct 2019 09:00:00 +0000Seeking AlphaThe media has been reporting that the Yale Endowment has been bested by its peers in the past year, but such a horserace approach completely ignores the fund’s objectives and proven track record. This podcast (5:22) suggests that the endowment’s 2020...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>f9d7051e1fb841eeaee5935e9524b5ceTue, 01 Oct 2019 09:00:00 +0000Seeking AlphaLooking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction from personal goals; and a failure to view one’s portfolio through the prism of asset allocation. This podcast...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>277falsefullhttps://www.spreaker.com/episode/the-asset-allocator-learn-to-love-a-low-yield--51972325Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e06029e50e6b464d997c339ae842633aMon, 30 Sep 2019 09:00:00 +0000Seeking AlphaBond yields are low across the board, and this unappetizing menu comes at precisely the time that investors are eager to increase their allocations to fixed-income. This podcast (5:58) argues that advisors must counsel their clients to accept a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>359falsefullhttps://www.spreaker.com/episode/behind-the-idea-reviews-joel-greenblatt-s-you-can-be-a-stock-market-genius-part-4--51972444Learn more about your ad choices. Visit megaphone.fm/adchoices]]>768fe2c53cbd41f9a53c612ec84eb571Fri, 27 Sep 2019 09:00:00 +0000Seeking AlphaSeeking Alpha’s Mike Taylor and Daniel Shvartsman conclude their review of Joel Greenblatt’s approach to value investing. In this final installment (38:56), they discuss Greenblatt’s emphasis on investors doing their own research, borrowing ideas from...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2336falsefullhttps://www.spreaker.com/episode/the-asset-allocator-behind-the-idea-reviews-joel-greenblatt-s-you-can-be-a-stock-market-genius-part-3--51972438Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d43baba9103c41cba213296cf093be55Thu, 26 Sep 2019 09:00:00 +0000Seeking AlphaMy esteemed Seeking Alpha colleagues Mike Taylor and Daniel Shvartsman continue their review of Joel Greenblatt’s approach to value investing. In this third of four installments (47:21), they analyze Greenblatt’s take on bankruptcies, LEAPs,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2842falsefullhttps://www.spreaker.com/episode/retirement-advisor-help-i-need-somebody-not-just-anybody--51972435Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0033acd872934d94b4196633bd900cf5Wed, 25 Sep 2019 09:00:00 +0000Seeking AlphaAdvisors and brokerage firms are selling all sorts of things in the name of retirement security, and some of it is concerning. In effect, they’re selling what investors want to buy, but not what they need, and it will surely cost them in the end. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>333falsefullhttps://www.spreaker.com/episode/the-asset-allocator-your-true-preferences--51972580Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e140c56a887848fb828069b30c3fdad1Tue, 24 Sep 2019 09:00:00 +0000Seeking AlphaA ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs with) Kariv’s view that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>326falsefullhttps://www.spreaker.com/episode/retirement-advisor-count-what-others-are-discounting--51972550Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0132ba4eb606400b88af0db5f56911baMon, 23 Sep 2019 09:00:00 +0000Seeking AlphaInvestors have lost their fear of inflation, a natural consequence of a decade of disinflation. But, this podcast (18:03) argues that advisors must protect clients during retirements that might last 30 years, which even low inflation will not leave...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1084falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-fed-s-next-move--51972633Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fcc29be900bf4e0e82d48e01a2be788aFri, 20 Sep 2019 09:00:00 +0000Seeking AlphaThe lack of clarity as to the Fed’s next step leaves investors flummoxed as to whether they should seek out risk or take a more defensive approach. This podcast (4:49) argues that the Fed doesn’t call all of the shots; it is tangoing with the market,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>290falsefullhttps://www.spreaker.com/episode/retirement-advisor-don-t-be-a-statistic--51972303Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a809563ee24c46189a3276d5e92c678eThu, 19 Sep 2019 09:00:00 +0000Seeking AlphaRonald Surz compares aggressive vs defensive approaches to target-date funds over the past 12 years. That period’s historic bull market favored aggressive TDFs, as we’d expect, but the real news is that the defensive portfolio continued to outperform...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>271falsefullhttps://www.spreaker.com/episode/the-asset-allocator-behind-the-idea-reviews-you-can-be-a-stock-market-genius-part-2--51972636  
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>69f9c17d26294afeaabedb91a1630302Wed, 18 Sep 2019 08:50:00 +0000Seeking AlphaI thought it would be an excellent occasion to introduce you to another Seeking Alpha podcast, called Behind the Idea. My esteemed colleagues Mike Taylor and Daniel Shvartsmann, both super-duper-smart financial wonks, lift the hood of various...  
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3902falsefullhttps://www.spreaker.com/episode/the-asset-allocator-behind-the-idea-reviews-you-can-be-a-stock-market-genius-part-i--51972547Learn more about your ad choices. Visit megaphone.fm/adchoices]]>73c707f6eaa54a7aaeb8ea9a57313bccTue, 17 Sep 2019 08:50:00 +0000Seeking AlphaToday I introduce you to another Seeking Alpha podcast, called Behind the Idea. My esteemed colleagues Mike Taylor and Daniel Shvartsmann, both super-duper-smart financial wonks, lift the hood of various investing theses every week, with wit and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2731falsefullhttps://www.spreaker.com/episode/retirement-advisor-aggressive-vs-conservative-a-false-dichotomy--51972672Learn more about your ad choices. Visit megaphone.fm/adchoices]]>29f759b1171b4ad59f81b6ae3f4b05ceMon, 16 Sep 2019 09:00:00 +0000Seeking AlphaCiting statistics showing the top 5% of Japanese savers do only slightly better than the bottom 5% of U.S. investors, AllianceBernstein suggests that excessive conservatism is the greater risk.This podcast (4:39) argues that aggressive vs....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>280falsefullhttps://www.spreaker.com/episode/the-asset-allocator-some-cash-for-potash-and-other-boring-products--51972648Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e2edfb941af542d6bfd646af2772b824Fri, 13 Sep 2019 09:00:00 +0000Seeking AlphaMy search for investments that could stand up to a bear market continues, and has led me to Israel Chemicals (ICL), a boring but cheap conglomerate. The company reported substantial year-over-year gains at the start of this year, but its stock’s share...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>476falsefullhttps://www.spreaker.com/episode/retirement-advisor-sometimes-you-insure--51972635Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5c374800826843ceaee034bbdfee4969Thu, 12 Sep 2019 08:50:00 +0000Seeking AlphaThe University of Illinois astutely took out an insurance policy against a declining population of Chinese students before the U.S.-China trade war reached its current dangerous level. The unique contract it fashioned with Lloyd’s of London strikes me...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>367falsefullhttps://www.spreaker.com/episode/the-asset-allocator-not-in-the-mood-to-invest--51972567Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0a0905ec022c4f31a91395f9c3bd7583Wed, 11 Sep 2019 08:50:00 +0000Seeking AlphaToday’s anniversary of 9/11, and the discovery of a van loaded with gasoline under the T. Rowe Price offices earlier this week, occasions a “fire drill” of sorts. This podcast (5:24) suggests that advisors will eventually be faced with clients who are...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>325falsefullhttps://www.spreaker.com/episode/retirement-advisor-changed-thinking-changed-behavior--51972296Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bd95c7cafc3b4ff594bf58b3eac53641Tue, 10 Sep 2019 08:50:00 +0000Seeking AlphaIn periods of turbulence, like Q4 of last year, did your clients despair or did they remain calm? Achieving the latter should be a benchmark for being an effective advisor. This podcast (3:55) argues that client education and behaviorally sensitive...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>235falsefullhttps://www.spreaker.com/episode/the-asset-allocator-are-index-funds-really-like-subprime-cdos--51972463Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3f359308e5424155aeaf611874c01f4bMon, 09 Sep 2019 08:50:00 +0000Seeking AlphaFinancial Advisor magazine published an interview with “Big Short” hero Michael Burry, who made a fortune shorting collateralized debt obligations. Today’s index funds remind Burry of yesterday’s CDOs. In contrast, he likes Japanese small-caps. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>314falsefullhttps://www.spreaker.com/episode/retirement-advisor-how-ubs-s-michael-crook-keeps-clients-coasting-toward-retirement-in-choppy-markets--51972578Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c9aef8b41aad4bc3abdc9a9f967dff18Fri, 06 Sep 2019 08:50:00 +0000Seeking AlphaUBS investment strategist Michael Crook has helped fashion a quasi-endowment approach for UBS clients that aims to help them achieve their goals without markets getting the better of them. In this podcast interview (25:20), he explains how UBS’s “3L”...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1520falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-stock-that-could-hold-up-in-a-bear-market--51972595Learn more about your ad choices. Visit megaphone.fm/adchoices]]>73e7766e2451440ba132f5f11a9cb172Thu, 05 Sep 2019 08:50:00 +0000Seeking AlphaI recently went shopping for an investment I thought could hold up during a bear market. This podcast (8:47) describes my adventures looking at ETFs and individual stocks, particularly my unexpected fascination with the Invesco DWA Consumer Staples...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>528falsefullhttps://www.spreaker.com/episode/retirement-advisor-small-steps-for-young-investors--51972612Learn more about your ad choices. Visit megaphone.fm/adchoices]]>49ae77273bf14161ae5509498b4937a8Wed, 04 Sep 2019 08:50:00 +0000Seeking AlphaEver wonder why financial literacy programs fall flat, when the content is so basic? What’s missing is not the intellect needed to understand debt management. This podcast (5:51) suggests that something more basic is at play. Young people need to know...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>352falsefullhttps://www.spreaker.com/episode/the-asset-allocator-preparing-for-the-coming-decade--51972329Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2ebf9649f6614746adcfc9f8e80897cfTue, 03 Sep 2019 08:50:00 +0000Seeking AlphaRay Dalio argues that the market experiences paradigm shifts that roughly conform to each new decade and whose typical dominant characteristic tends to be opposite of the decade preceding it. This podcast (7:12) outlines Dalio’s arguments, and adds my...Learn more about your ad choices. 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Mexico appears to working with the U.S. more effectively than other countries today, and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>370falsefullhttps://www.spreaker.com/episode/retirement-advisor-retirement-in-a-material-world--51972688Learn more about your ad choices. Visit megaphone.fm/adchoices]]>51157237777548c7ae35c84157dbe156Wed, 28 Aug 2019 10:50:00 +0000Seeking AlphaIn her podcast and Forbes column, Teresa Ghilarducci discusses what she calls “retirement shame,” the blame people cast upon themselves for failing to have saved enough for retirement, offering two vivid real-life examples. This podcast (5:06)...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>277falsefullhttps://www.spreaker.com/episode/the-asset-allocator-embracing-pain-podcast--51972328Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c633f36c03ef473398a93f668ff14387Tue, 27 Aug 2019 10:50:00 +0000Seeking AlphaThe pleasure of making money is really a byproduct of seeking and achieving an investor’s portfolio objectives, but be warned: the pleasure-seekers are also the pain-fleers. This podcast (4:59) contrasts three types of investors – “growth-oriented...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>271falsefullhttps://www.spreaker.com/episode/retirement-advisor-retiring-at-the-worst-possible-time--51972307Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5de7da51cf094bbaba293a17dc60f2e5Mon, 26 Aug 2019 10:50:00 +0000Seeking AlphaUBS’s new “Bear Market Damage Index” puts hard numbers onto a very real problem — sequence of returns in retirement. UBS postulated a bear market that took 74 months to return to its former high. This podcast (5:45) reports UBS’s calculation that a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>317falsefullhttps://www.spreaker.com/episode/the-asset-allocator-advisor-thoughts-on-the-quest-for-yield--51972645Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c7deed5cd8344e1b8f34a62e41d74d77Fri, 23 Aug 2019 10:50:00 +0000Seeking AlphaThe quest for income is becoming as salient a concern as it was during the financial crisis of a decade ago. This podcast (5:43) looks at the example of highly sophisticated income-dependent investors – insurance companies – and finds no magical...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>315falsefullhttps://www.spreaker.com/episode/retirement-advisor-paula-hogan-on-safety-first-wealth-management--51972643Learn more about your ad choices. Visit megaphone.fm/adchoices]]>fb1e5747f609407d84f145d77e6df0e8Thu, 22 Aug 2019 10:50:00 +0000Seeking AlphaPaula Hogan of Hogan Financial eschews standard industry practices focused on portfolio averages in favor of asset-liability matching aimed at ensuring client financial safety in retirement. In this podcast interview (17:28) leading advisor Paul Hogan...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1019falsefullhttps://www.spreaker.com/episode/the-asset-allocator-we-are-all-keynesians-now-podcast--51972317Learn more about your ad choices. Visit megaphone.fm/adchoices]]>be73da0a839c4d81ad034370a46cca56Wed, 21 Aug 2019 10:50:00 +0000Seeking AlphaGermany’s finance minister has announced that Berlin could make 50 billion euros available for stimulus spending, following an announcement by the Bundesbank concerning recession risks. This podcast (6:06) argues that such an un-German move speaks...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>337falsefullhttps://www.spreaker.com/episode/retirement-advisor-discipline-not-data--51972372Learn more about your ad choices. Visit megaphone.fm/adchoices]]>944a98986cbe4637b8e280d613d43710Tue, 20 Aug 2019 10:50:00 +0000Seeking AlphaBlackRock posted an interview with behavioralist Dan Ariely whose team is seeking to better represent the value of money so people can think more rationally about their financial decisions. This podcast (5:23) argues that, unless we return to a barter...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>294falsefullhttps://www.spreaker.com/episode/the-asset-allocator-what-now--51972336Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a3c3e32368924772aaeefb44edb7cfe6Mon, 19 Aug 2019 10:50:00 +0000Seeking AlphaFalling knife or V-shaped recovery? What’s next? These are the sort of questions analysts are preoccupying themselves with, but they’re the wrong questions because their answers are inaccessible to us. This podcast (4:48) suggests that there is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>260falsefullhttps://www.spreaker.com/episode/retirement-advisor-another-possible-reason-for-taking-social-security-early--51972660Learn more about your ad choices. Visit megaphone.fm/adchoices]]>25b505183b294b4f8e4fa756e8a21910Fri, 16 Aug 2019 10:50:00 +0000Seeking AlphaRetirement researcher Steve Vernon wrote a three-part series in Forbes arguing that, with the exception of three small categories, it is a mistake to claim Social Security benefits early. This podcast (7:01) proposes that, conceivably, a fourth large...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>393falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-better-way-to-reckon-risk--51972561Learn more about your ad choices. Visit megaphone.fm/adchoices]]>05bd6361874d4559964f29ae84054eaaThu, 15 Aug 2019 10:50:00 +0000Seeking AlphaThe current flight from stocks to bonds represents a misunderstanding of risk, and is a poor way to invest, shredding investors’ pre-determined risk budgets. This podcast (5:14) conceptualizes risk as something that is always present. The matter could...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>285falsefullhttps://www.spreaker.com/episode/retirement-advisor-economic-reality-is-no-barrier-to-retirement--51972360Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8a6247a6fdc14be3bf106849093f614aWed, 14 Aug 2019 10:50:00 +0000Seeking AlphaMorgan Housel, in his latest blogpost for Collaborative Fund, posits that a young person lacks the funds with which to invest precisely when he can most benefit from compounding. This podcast (5:58) suggests four advisor implications of this current...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>330falsefullhttps://www.spreaker.com/episode/retirement-advisor-decumulation--51972581Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6b452c0f8f194cbca82b2c086ad7ef2aMon, 12 Aug 2019 10:50:00 +0000Seeking AlphaFor retirees who want to bequeath their portfolios, principal intact, a 4 percent withdrawal rate may be too high today, given today’s risk-free rate, adding one extra challenge on top of all the other difficulties of retirement withdrawals. This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>283falsefullhttps://www.spreaker.com/episode/the-asset-allocator-portfolio-catastrophe--51972472Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e24f917c75dd4b9aa4d7f75a3696eba5Fri, 09 Aug 2019 10:50:00 +0000Seeking AlphaI recently learned of an investor who experienced a catastrophic portfolio wipe-out in the past several months. This podcast (6:03) relates some four lessons that advisors can learn, or re-learn, internalize and use to help clients regarding the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>335falsefullhttps://www.spreaker.com/episode/retirement-advisor-make-large-goals-achievable--51972659Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c5f17421e1fa46f691d41aa1b57a8de3Thu, 08 Aug 2019 10:50:00 +0000Seeking AlphaA scholarly paper suggests that reframing a daunting task into smaller bite-size pieces is a great way to begin a large undertaking, though not the optimal way to complete it. This podcast (6:49) offers four ways advisors can engage investors on the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>380falsefullhttps://www.spreaker.com/episode/the-asset-allocator-dalbar-s-louis-harvey-on-what-drives-investors-to-lose-money--51972609Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8aaf0fff939d47abab26681b45a62610Wed, 07 Aug 2019 10:50:00 +0000Seeking AlphaInvestment consultancy Dalbar suggests that it is a mistake for advisors to assume that investors have a static risk tolerance. To the contrary, it changes constantly – on the basis of both market conditions and the client’s constantly shifting...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>821falsefullhttps://www.spreaker.com/episode/retirement-advisor-prince-harry-and-china-s-retirement-crisis--51972613Learn more about your ad choices. Visit megaphone.fm/adchoices]]>90f11c698ae449fb9220aa3fca6593f5Tue, 06 Aug 2019 10:50:00 +0000Seeking AlphaBritain’s Prince Harry has announced that he and his wife Meghan plan to limit to two the number of children they bring into the world, citing environmental considerations. That of course is their personal decision, but interestingly, for commoners,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>299falsefullhttps://www.spreaker.com/episode/the-asset-allocator-from-free-enterprise-and-free-trade-to-just-free--51972677Learn more about your ad choices. Visit megaphone.fm/adchoices]]>63f007ac1eb74f1cba31a2ba7bce9197Mon, 05 Aug 2019 10:50:00 +0000Seeking AlphaAn investigation by ProPublic Illinois has found that that dozens of students are qualifying for federal, state and university needs-based aid, despite not being needy, through a sneaky maneuver. This podcast (5:46) suggests that this abuse is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>318falsefullhttps://www.spreaker.com/episode/retirement-advisor-retirement-nightmares--51972606Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0e33febeffda4d179e0790cd066aa632Fri, 02 Aug 2019 10:50:00 +0000Seeking AlphaIn a Morningstar podcast interview, Jonathan Clements of the HumbleDollar website, and formerly of the Wall Street Journal, expressed a dystopic view of what has become of American retirement. He maintains that 60 percent of Americans are not...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>361falsefullhttps://www.spreaker.com/episode/the-asset-allocator-of-models-and-marketing--51972306 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b6575779a52d464f941e453b288f91f6Thu, 01 Aug 2019 10:50:00 +0000Seeking AlphaBlackRock’s Martin Small notes what is not noted enough, that time in the market and asset allocation matter most in investing.This podcast (6:33) relates some examples of adulated investors who turned out to be in the main great marketers, and draws... 
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Visit megaphone.fm/adchoices]]>249c4f2efd2f49f1b3c3eb5f3a9bb28fTue, 30 Jul 2019 13:24:00 +0000Seeking AlphaVictor Haghani, founder of Elm Partners and previously a co-founder of the Long-Term Capital Management hedge fund, advocates “active index investing.” In this podcast interview (14:20), Haghani argues that marrying the low cost and efficiency of a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>847falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-difference-between-gold-miners-and-plain-old-gold--51972620Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1c04aabf773f4066b186d534c379abd3Tue, 30 Jul 2019 10:50:00 +0000Seeking AlphaNow that gold appears to be enjoying a sustained rally, we’re starting to hear voices go one step further and advocate gold miners. This podcast (6:15) argues that gold has value as a cash equivalent, something today’s market seems to be proving as...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>1388d42fa9c0488fb4f74a917efda927Thu, 25 Jul 2019 10:50:00 +0000Seeking AlphaA celebrated behavioral economist tells ThinkAdvisor’s Jane Wollman Rusoff that “to be willing to sacrifice something about the quality of life now for later, you need to really trust the [advisor].” This podcast (5:42) argues that, with the exception...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>312falsefullhttps://www.spreaker.com/episode/the-asset-allocator-economic-outlook--51972611Learn more about your ad choices. Visit megaphone.fm/adchoices]]>717086fa05ad43e9b3a7ef9cd0eaa759Wed, 24 Jul 2019 10:50:00 +0000Seeking AlphaThe International Monetary Fund’s economists just released their semi-annual World Economic Outlook, downgrading global growth and world trade projections. This podcast (6:11) argues that advisors managing clients’ money should probably heavily...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>338falsefullhttps://www.spreaker.com/episode/glidepath-wealth-management-offers-safe-landing-for-new-retirees--51972691Learn more about your ad choices. Visit megaphone.fm/adchoices]]>249850677e244d49b9046f26c02ac1fcTue, 23 Jul 2019 10:50:00 +0000Seeking AlphaRonald Surz has just started GlidePath Wealth Management with the belief that investors need advisors and advisors need better models. In this podcast interview (9:28), Surz suggests that Modern Portfolio Theory, now 65 years old, may itself be in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>535falsefullhttps://www.spreaker.com/episode/the-asset-allocator-factor-investing-anyone--51972619Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b1a3a40adff6437298d9ac9dc6dc64d1Mon, 22 Jul 2019 10:50:00 +0000Seeking AlphaSeeking Alpha contributor Victor Haghani takes on the sacred cow of factor investing, noting the investment craze’s five-year underperformance bears watching by money managers. This podcast (5:27) sees value in cutting edge academic finance, but...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>297falsefullhttps://www.spreaker.com/episode/mission-critical-lessons-on-apollo-11-s-50th-anniversary--51972725Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0e13501c6a4045d287ce176eb2decbd3Fri, 19 Jul 2019 10:50:00 +0000Seeking AlphaAs the moon landing was to America, so too is the giant leap of retirement readiness that occurs through the small steps of your clients. This podcast (5:53) argues that small efforts continue to appear small even at intermediate stages, but lead to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>323falsefullhttps://www.spreaker.com/episode/the-asset-allocator-three-cheers-for-expense-ratio-wars--51972447Learn more about your ad choices. Visit megaphone.fm/adchoices]]>a5c78890b364432fb017f5ac9f15ed5eThu, 18 Jul 2019 10:50:00 +0000Seeking AlphaFidelity Investments has introduced five new index funds, most of them sporting expense ratios of just 5 basis points. Because advisors no longer serve as gatekeepers to products, and those products are becoming nearly free, there’s no reason for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>295falsefullhttps://www.spreaker.com/episode/retirement-advisor-an-aging-clientele--51972629Learn more about your ad choices. Visit megaphone.fm/adchoices]]>dc24d0956be344b584a1ab945b89f174Wed, 17 Jul 2019 10:50:00 +0000Seeking AlphaAn aging society means aging clients, which creates a business concern for advisors. This difficulty actually presents an opportunity for advisors to distinguish their service to this population by acknowledging and counteracting some of the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>311falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-pitfalls-and-potential-of-model-portfolios--51972708Learn more about your ad choices. Visit megaphone.fm/adchoices]]>169070ac72aa445b8b9637608f6736f7Tue, 16 Jul 2019 10:50:00 +0000Seeking AlphaAsset management firms and investment research services, large and small, are increasingly offering model portfolios for advisors. Does outsourcing the portfolio undermine the advisor’s value or does it free advisors to focus on financial planning?...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>282falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-social-security-supplement--51972456Learn more about your ad choices. Visit megaphone.fm/adchoices]]>aef283e29104423284edec598b144561Mon, 15 Jul 2019 10:50:00 +0000Seeking AlphaIn an article in The Atlantic, law professors Ganesh Sitaraman and Anne Alstott propose an intriguing fix to America’s retirement crisis, which sort of nudges workers into saving more without imposing costs on business or government, hence lowering...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>298falsefullhttps://www.spreaker.com/episode/the-asset-allocator-advisor-what-millionaires-and-millennials-have-in-common--51972722An organization that mines the investment wisdom of millionaires reveals that they are not immune from the common misunderstandings about investing. At the same time, a separate study of millennials reflects an honest appraisal of that group’s investment hindrances. This podcast (5:27) suggests that more than a specific educational curriculum, investment success takes a desire to succeed, and persistence, a rare quality for which an advisor can be a valuable resource.
 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b2402edcbaea48069fd539e15af45766Fri, 12 Jul 2019 10:50:00 +0000Seeking Alpha  An organization that mines the investment wisdom of millionaires reveals that they are not immune from the common misunderstandings about investing. At the same time, a separate study of millennials reflects an honest appraisal of that group’s...An organization that mines the investment wisdom of millionaires reveals that they are not immune from the common misunderstandings about investing. At the same time, a separate study of millennials reflects an honest appraisal of that group’s investment hindrances. This podcast (5:27) suggests that more than a specific educational curriculum, investment success takes a desire to succeed, and persistence, a rare quality for which an advisor can be a valuable resource.
 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>297falsefullhttps://www.spreaker.com/episode/retirement-advisor-cutting-costs-while-raising-your-standard-of-living--51972524Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ff206c4d971e4c5e863834a769f374baThu, 11 Jul 2019 10:50:00 +0000Seeking AlphaEdd and Cynthia Staton writing on Next Avenue tell the story of how moving from Las Vegas to Cuenca, Ecuador has enabled them to live an upscale lifestyle on a Social Security budget of less than $2,000. But for Americans not keen on uprooting...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>366falsefullhttps://www.spreaker.com/episode/the-asset-allocator-look-at-bonds-not-stocks-reaction-to-powell-s-testimony--51972478Learn more about your ad choices. Visit megaphone.fm/adchoices]]>53180f93ff684099b47196c88421fa25Wed, 10 Jul 2019 10:50:00 +0000Seeking AlphaJerome Powell is set to testify before the House Financial Services Committee today, and the mood among stock traders and asset managers is glum. Morgan Stanley, for example, has cut its allocation to global equities, and cites the Fed as the key item...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>303falsefullhttps://www.spreaker.com/episode/retirement-advisor-7-key-points-about-retirement-healthcare-for-fas--51972634Learn more about your ad choices. Visit megaphone.fm/adchoices]]>55bfa2fdefe3467789fad338fd6b2f3fTue, 09 Jul 2019 10:50:00 +0000Seeking AlphaA Healthview Services whitepaper makes the case for financial advisors to incorporate healthcare into their clients’ retirement plans with seven key points. This podcast (6:23) relates Healthview Services’ view that advisors who provide their clients...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>2c4c294cdc8a453d94f4ad275c762503Fri, 05 Jul 2019 10:50:00 +0000Seeking AlphaNew retirement research Brookings makes some advisor-relevant points regarding how we look at longevity; how we frame lifetime income; and how we situate such income in a portfolio.This podcast (5:38) reports that public-policy-oriented academics...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>308falsefullhttps://www.spreaker.com/episode/the-asset-allocator-longest-expansion-on-record-now-what--51972717Learn more about your ad choices. Visit megaphone.fm/adchoices]]>def01ffbc18948848b7483942edef6baWed, 03 Jul 2019 10:50:00 +0000Seeking AlphaEconomists, investment strategists and market commentators make it sound as though our portfolio moves depend on a view of U.S.-China trade talks and the like. But advisors generally understand that the key criterion is the client’s objective, be that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>275falsefullhttps://www.spreaker.com/episode/introducing-let-s-talk-etfs-aha-etf-moments-with-exponentialetfs-phil-bak--51972385Learn more about your ad choices. Visit megaphone.fm/adchoices]]>af5db504a85f46e1a10c615aacb70208Wed, 03 Jul 2019 09:00:00 +0000Seeking AlphaOn this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>340falsefullhttps://www.spreaker.com/episode/why-38-of-americans-rely-on-financial-advisors--51972355Learn more about your ad choices. Visit megaphone.fm/adchoices]]>453415044461429c99f67ff02af4729bTue, 02 Jul 2019 10:50:00 +0000Seeking AlphaAccording to a recent survey by the Transamerica Center for Retirement Studies, 38% of Americans use a financial advisor, primarily for retirement investment recommendations, general financial planning and calculation of savings goals. But isn’t this...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>206falsefullhttps://www.spreaker.com/episode/cypress-financial-planning-s-evan-powers-cuts-through-active-passive-debate--51972686Learn more about your ad choices. Visit megaphone.fm/adchoices]]>cf4de0346bcb4bb1b6ed071eb04c6621Mon, 01 Jul 2019 10:50:00 +0000Seeking AlphaIn this podcast interview (15:13), Evan Powers, a financial advisor and principal of Cypress Financial Planning, explains his view that, with 3 million stock indexes in the world vs. just 40,000 stocks, just choosing the benchmark is 70 times more...Learn more about your ad choices. 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My answer is no: The research literature indicates a very high correlation of returns between REITs and small-cap value stocks. But this podcast (6:30) “thinks...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>360falsefullhttps://www.spreaker.com/episode/retirement-advisor-how-america-doesn-t-save--51972628Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c5fb49b5979e4e83a2f7c925f6601e60Wed, 26 Jun 2019 10:50:00 +0000Seeking AlphaThis podcast (5:37) suggests three takeaways from Vanguard's new 121-page “How America Saves” report: That those 65 and older have saved just $58,000; that the gap between the wealthiest and everyone else is wide; and that, though only a few are...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>307falsefullhttps://www.spreaker.com/episode/retirement-advisor-servo-wealth-s-eric-nelson-critiques-risk-averse-investing--51972272Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c39ef2084a824ef38f63ef3738b5680cMon, 24 Jun 2019 10:50:00 +0000Seeking AlphaEric Nelson of Servo Wealth Management argues that retirement investors are too risk-averse. In this podcast interview (16:20), the highly opinionated advisor argues that retirement investors assume they cannot afford the risk that they might lose...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>951falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-slow-and-clean-calculation-of-your-retirement-needs--51972663Learn more about your ad choices. Visit megaphone.fm/adchoices]]>4a7aee0c4dcb44bfb0991934a64137a9Fri, 21 Jun 2019 10:50:00 +0000Seeking AlphaBack-of-the-envelope calculations – as discussed in yesterday’s podcast – may be good conversation starters, but it is often worthwhile to get advice and service that dot every I and cross every T. This podcast (5:12) suggests that people employ...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>282falsefullhttps://www.spreaker.com/episode/retirement-advisor-a-quick-and-dirty-calculation-of-your-number--51972415Learn more about your ad choices. Visit megaphone.fm/adchoices]]>df523e24d5434d45b353e094b376af9aThu, 20 Jun 2019 10:50:00 +0000Seeking AlphaRetirement savers generally want to know what large “number” they need to fund their retirement. But people live their whole lives based on a monthly income, and it is on the basis of that small number that we can try to arrive at the bigger one. We...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>260falsefullhttps://www.spreaker.com/episode/let-s-talk-etfs-preview--51972476Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2678e46fe64447059caf55bb79a20248Thu, 20 Jun 2019 09:00:00 +0000Seeking AlphaLet’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>60falsefullhttps://www.spreaker.com/episode/the-asset-allocator-resilient-portfolios-for-fragile-investors--51972738Learn more about your ad choices. Visit megaphone.fm/adchoices]]>7742aa0fd196421d9b952da32de4d04eWed, 19 Jun 2019 21:50:00 +0000Seeking AlphaA New York Times essay published Tuesday about one man’s unexpected and untimely brush with near death illustrates and strengthens the dangers of overly aggressive asset allocations. But since, statistically, most people can expect to live long lives,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>224falsefullhttps://www.spreaker.com/episode/the-asset-allocator-the-allocation-i-recommend-to-my-children--51972584Learn more about your ad choices. Visit megaphone.fm/adchoices]]>86bf2c6e05bf44b4a7dd7f5a67bc15d6Tue, 18 Jun 2019 21:50:00 +0000Seeking AlphaI tell my kids to aspire to an asset allocation equal-weighted among stocks, real estate and cash. This podcast (5:36) argues that you don't attain wealth without ownership of risk-based assets such as real estate and stocks. But you don't preserve...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>287falsefullhttps://www.spreaker.com/episode/the-asset-allocator-should-young-investors-hold-100-equity-portfolios--51972729Learn more about your ad choices. Visit megaphone.fm/adchoices]]>17904e47a38b46f18cd6ad0beb0d81b7Mon, 17 Jun 2019 21:50:00 +0000Seeking AlphaStocks’ higher expected returns, the fact that markets recover and stocks’ tax advantages are some of the reasons offered by proponents of a 100 percent stock portfolio, especially for those with long time horizons. This podcast (5:06) argues that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>258falsefullhttps://www.spreaker.com/episode/retirement-advisor-information-without-insight--51972483Learn more about your ad choices. Visit megaphone.fm/adchoices]]>42314282cd4f488aa30c004cf261210bMon, 17 Jun 2019 10:50:00 +0000Seeking AlphaFinancial advisors are all too familiar with the phone calls of angry and upset clients on days when markets take a big hit or portfolio statements show big losses. This podcast (4:49) argues that just as there is food with little or no nutritive...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>241falsefullhttps://www.spreaker.com/episode/retirement-advisor-motivation-trumps-information--51972442Learn more about your ad choices. Visit megaphone.fm/adchoices]]>87c63efc7ca74031adc516a4558fde72Fri, 14 Jun 2019 10:50:00 +0000Seeking AlphaThe reason so many fail to reach goals we all share is not because of a lack of information so much as a lack of motivation. Enter financial advisors. They can take information like this, personalize it and motivate the client. This podcast (4:21)...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>213falsefullhttps://www.spreaker.com/episode/the-asset-allocator-how-to-beat-an-index-fund-and-why-for-most-it-s-better-not-to--51972418Learn more about your ad choices. Visit megaphone.fm/adchoices]]>33651eec799d4e7d9f5099bec28906c9Thu, 13 Jun 2019 21:50:00 +0000Seeking AlphaTo beat an index fund, a sufficiently wealthy person could copy its components exactly, and harvest short-term losses against his tax bill. But this podcast (4:36) argues that for those with more ordinary portfolio sizes, it’s better not to try to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>227falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-successful-so-far-experiment-in-active-management--51972744Learn more about your ad choices. Visit megaphone.fm/adchoices]]>de8a7d3b4f2249298071bd62ea364bffWed, 12 Jun 2019 21:50:00 +0000Seeking AlphaThe Canada Pension Plan (don’t yawn yet) has put many a hedge fund, and even the sizzling S&P 500 index fund, to shame. This podcast (5:43) argues that if management remains as astute, and even more importantly, as diversified, then the CPP could...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>296falsefullhttps://www.spreaker.com/episode/the-asset-allocator-an-underappreciated-low-vol-high-return-strategy--51972348Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5fb07c5716df490487da995bb1eb5fa4Tue, 11 Jun 2019 21:50:00 +0000Seeking AlphaLow-vol stocks’ 18-20% returns this year have trounced the S&P 500’s 6% returns, and have persistently outperformed the S&P 500 since 1990. In contrast to a momentum approach, low-vol stocks’ best relative returns occur during downturns and their...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>262falsefullhttps://www.spreaker.com/episode/retirement-advisor-how-fas-can-fix-the-retirement-crisis--51972685Learn more about your ad choices. Visit megaphone.fm/adchoices]]>621324a95bb54ef184f103e9bdd3d3a3Tue, 11 Jun 2019 10:50:00 +0000Seeking AlphaThe retirement crisis, at its core, is an all-too-human succumbing to our desire for satisfaction in the present at the expense of our futures. This podcast (5:21) proposes a simple exercise that financial advisors – a profession whose value is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>273falsefullhttps://www.spreaker.com/episode/the-asset-allocator-a-consequential-new-economic-policy--51972693Learn more about your ad choices. Visit megaphone.fm/adchoices]]>13176ef9cc604203b938349ec9359551Fri, 07 Jun 2019 21:50:00 +0000Seeking AlphaCentral bankers worried about inadequate inflation is new, even though it’s now over a decade old. It’s new because we’ve not yet seen how this will end. This podcast (4:49) argues that it would seem likely that stocks and real estate will continue to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>241falsefullhttps://www.spreaker.com/episode/retirement-advisor-destination-retirement--51972739Learn more about your ad choices. Visit megaphone.fm/adchoices]]>966d80ef871b4a958210c9da8c99f692Fri, 07 Jun 2019 10:50:00 +0000Seeking AlphaImagine living in the desert, but without the possibility of AC; you’d need to get to a habitable area as quickly as possible. Retirement investing is akin to a journey in the desert, pre-1950. This brief podcast (4:33) argues that the delusions and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>227falsefullhttps://www.spreaker.com/episode/the-asset-allocator-pound-headed-toward-parity-with-the-dollar--51972436Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b9d260d90a4a43bcb6009707899ed99cThu, 06 Jun 2019 21:50:00 +0000Seeking AlphaThe pound’s dismally low level suggests that the UK is in financial crisis. Realize though that Brexit hasn’t occurred; it’s uncertainty over Brexit that is killing the British economy.This podcast (4:49) argues that Brexit is actually not inherently...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>240falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-i-m-safe-checklist-podcast--51972512Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5f8ac64134034e56ab9dcd4baa8c2b45Thu, 06 Jun 2019 10:50:00 +0000Seeking AlphaLike pilots, financial advisors must examine their clients’ glidepaths in pre-retirement to ensure their clients are safe for “landing.” But pilots must also assess their physical and emotional preparedness for flight, not merely technical readiness....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>233falsefullhttps://www.spreaker.com/episode/the-asset-allocator-what-s-wrong-with-momentum-investing--51972470Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e86d77dbf7874bec98e43bd6986e5ebcWed, 05 Jun 2019 21:50:00 +0000Seeking AlphaThe momentum strategy has a lot of support both in academia and among traders as a generator of excess return, but will investors apply the methodology correctly over a multi-decade career? This podcast (5:19) argues that momentum investing feels like...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>270falsefullhttps://www.spreaker.com/episode/retirement-advisor-travel-the-world-for-next-to-nothing--51972509Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0102a5e407bf494290623a113a9d3aa4Wed, 05 Jun 2019 10:50:00 +0000Seeking AlphaThe Atlanta Journal-Constitution tells the story of Joyce Lowenstein, who at age 93, earned her bachelor’s degree from Georgia State University. She said of her art history curriculum: “It took me all over the world.” And the University System of...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>204falsefullhttps://www.spreaker.com/episode/the-asset-allocator-don-t-dismiss-emerging-markets--51972465Learn more about your ad choices. Visit megaphone.fm/adchoices]]>938c2891ee3849a8a0cde6c7989e6a7bTue, 04 Jun 2019 21:50:00 +0000Seeking AlphaWhile emerging markets investors generally flee bad news, and others who remain to scout out opportunities get trampled on the way to the exits, a third approach exists to escape the overall EM trend when it is moving powerfully downward, as it is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>257falsefullhttps://www.spreaker.com/episode/retirement-advisor-reframing-today-s-crisis--51972508Learn more about your ad choices. Visit megaphone.fm/adchoices]]>b4b3afaf54ae4aba8bfe366501546424Tue, 04 Jun 2019 11:20:00 +0000Seeking AlphaThe retirement system in the U.S. consists of three pillars, and each is continually getting wobblier, as Roger Salus details in his most recent article on Seeking Alpha. The emerging reality seems to be that retirement is becoming a luxury that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>265falsefullhttps://www.spreaker.com/episode/the-asset-allocator-does-global-diversification-still-work--51972398Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6e1b08a9166f4df68a4b88418e659263Mon, 03 Jun 2019 21:50:00 +0000Seeking AlphaShould investors finally throw in the towel on global diversification after the S&P 500’s trouncing of everything else for over a decade now? This brief podcast (4:11) argues that if the path to riches were knowable, one would expect the most highly...Learn more about your ad choices. 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This brief podcast (4:05) argues that, apart from the benefits of cash as a portfolio hedge, there are other rewards for...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>192falsefullhttps://www.spreaker.com/episode/retirement-advisor-you-don-t-have-to-put-all-your-money-to-work--51972746Learn more about your ad choices. Visit megaphone.fm/adchoices]]>110954584d574a04bc37cea139597354Fri, 31 May 2019 10:50:00 +0000Seeking AlphaPeople have a powerful instinct people to squeeze out every drop of efficiency in their investments, but a little slack, especially before retirement, can be a good thing.This brief podcast (4:19) argues that putting your assets to work means putting...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>202falsefullhttps://www.spreaker.com/episode/the-asset-allocator-commodity-spike-was-foreseeable--51972549 
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>80afe99a03854fbbbb01bc4a6ed700fcThu, 30 May 2019 21:50:00 +0000Seeking AlphaCorn prices have jumped to a three-year high amid extreme wet weather. USDA data two months ago that suggested there was nothing to worry about today confirm that there was something to worry about. This brief podcast (3:37) argues that the key issue... 
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Visit megaphone.fm/adchoices]]>f81cd86f644940a6a580b6a462060e0fWed, 29 May 2019 21:50:00 +0000Seeking AlphaPresident Trump says he expects to conclude a trade agreement with Japan in August, yet he also characterized the bilateral trade imbalance as a “security threat” and as "unbelievably large.” How do we parse these seemingly contradictory signals? This...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>227falsefullhttps://www.spreaker.com/episode/retirement-advisor-using-today-s-changed-economics-to-your-advantage--51972762Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d3a579a50881430ba2bcc67460386b1eWed, 29 May 2019 10:50:00 +0000Seeking AlphaA New York Times describes a remarkable new trend, confirmed by Census Bureau data, that non-wealthy Americans are fleeing what are thought to be the country's most appealing urban centers. The article doesn’t discuss retirement, but it would seem...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>258falsefullhttps://www.spreaker.com/episode/the-asset-allocator-steer-clear-of-short-funds-and-investment-gurus--51972539Learn more about your ad choices. Visit megaphone.fm/adchoices]]>8b9f493158944b18b432c9626644b5b8Tue, 28 May 2019 21:50:00 +0000Seeking AlphaZero Hedge has a story out on the woes of what it calls the world’s most bearish hedge fund, called Horseman Global.The fund’s manager presents an investment thesis of sorts, but I think any investor with merely ordinary sophistication can understand...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>194falsefullhttps://www.spreaker.com/episode/retirement-advisor-the-commencement-message-grads-are-not-hearing--51972321Learn more about your ad choices. Visit megaphone.fm/adchoices]]>57b243baea8c4dcaaaf0912be0a24c84Tue, 28 May 2019 10:50:00 +0000Seeking AlphaCommencement speeches tend to emphasize the advantages of grads’ newfound freedom and choices, but neglect to explain how they can access those benefits. This brief podcast (4:44) argues that achieving financial independence provides such a path, and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>232falsefullhttps://www.spreaker.com/episode/the-asset-allocator-if-your-purpose-is-safety-why-reach-for-yield--51972387Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ac29f74882f94b51b7d32216a4d63dbbMon, 27 May 2019 21:50:00 +0000Seeking AlphaWith a risk-off flight to safety taking place, the market commentariat is trying to help investors sort out their fixed-income options. Should they focus on high yield or high credit quality? Corporate bonds or Treasuries? This brief podcast (4:16)...Learn more about your ad choices. 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Visit megaphone.fm/adchoices]]>6c6059242a1149659e3c530d9332df99Thu, 23 May 2019 14:30:00 +0000Seeking AlphaWashington is likely soon to see rare bipartisan cooperation reforming the retirement system, proof that people can behave wisely once they have exhausted the alternatives. But while U.S. reforms would improve access for large numbers of Americans...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>268falsefullhttps://www.spreaker.com/episode/why-do-retirees-avoid-spending-interview-with-professor-dan-silverman--51972430Learn more about your ad choices. Visit megaphone.fm/adchoices]]>82d32dd130f2404082ff56cfad8b0dbeMon, 20 May 2019 17:49:00 +0000Seeking AlphaDan Silverman, professor of economics at the W.P. Carey School of Business at Arizona State University, is an authority on financial decision making; retirement healthcare; and annuitization. In this interview, Professor Silverman offers three reasons...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1228falsefullhttps://www.spreaker.com/episode/a-bigger-risk-than-the-u-s-china-dispute--51972507Learn more about your ad choices. Visit megaphone.fm/adchoices]]>18ef9fe4339c4c97b7086f420681e84cThu, 16 May 2019 16:43:00 +0000Seeking AlphaInvestors need to keep an eye on the oil market, which has the potential to be even more disruptive than the U.S.-China trade dispute. The 20-month high in oil inventories should be bearish for oil, but prices are rising because the market weighs...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>230falsefullhttps://www.spreaker.com/episode/forced-early-retirement--51972525Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2d4cc386e54442d8b420fb6fc56d1698Mon, 13 May 2019 15:49:00 +0000Seeking AlphaYou have heard about non-voluntary retirement, but is it something you have made provision for? According to a study of wide scope by ProPublica and The Urban Institute, it appears that somewhere close to 56% of Americans experience this unanticipated...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>250falsefullhttps://www.spreaker.com/episode/the-investor-s-guide-to-mother-s-day--51972616Learn more about your ad choices. Visit megaphone.fm/adchoices]]>aadfd88e974a4fe6a4bb9f5ee15a1737Wed, 08 May 2019 17:28:00 +0000Seeking AlphaIf you’re a successful investor, it’s less because of the great stocks you bought than from the patience you learned from your mother. Knowing that our mothers want our success as much as we want it for ourselves can fortify investors with...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>183falsefullhttps://www.spreaker.com/episode/tariffs-2-0-trade-war-escalation-or-negotiating-tactic--51972712Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0e8efa16f91e4825925a3c5b141104a3Mon, 06 May 2019 17:15:00 +0000Seeking AlphaIs the president’s surprise announcement of massively higher duties on Chinese imports the start of a prolonged new trade war or a mere Trumpian negotiating tactic? If it is the latter, crashing stock markets are likely to rocket upward following the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>305falsefullhttps://www.spreaker.com/episode/today-s-cash-for-tomorrow-s-income-stream--51972403Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0f9a309f3d38443d8b34a7cea11265d2Thu, 02 May 2019 16:38:00 +0000Seeking AlphaI previously commented on the dilemma of one who has too much cash and not enough risk-based investments, yet is deterred from investing because of high valuations. I suggested that buying value stocks would be logical, as it would reduce cash levels...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>278falsefullhttps://www.spreaker.com/episode/your-retirement-credit-score-and-social-security-s--51972668Learn more about your ad choices. Visit megaphone.fm/adchoices]]>5805ff47fa6e43389e0da79e1402cc05Mon, 29 Apr 2019 16:05:00 +0000Seeking AlphaLast week, the Alliance for Lifetime Income introduced a new online tool for assessing your retirement income readiness, akin to your credit score. Also last week, the Treasury Department issued its Social Security Trustees Reports, showing that just...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>282falsefullhttps://www.spreaker.com/episode/like-health-like-wealth--51972573Learn more about your ad choices. Visit megaphone.fm/adchoices]]>970c7dbdfdc34b058471ff1e333360e5Thu, 25 Apr 2019 14:20:00 +0000Seeking AlphaPhysicians since at least Hippocrates and Galen, up to the authors of a comprehensive study published this month by the Lancet, have credited a proper diet to health outcomes. Does a proper portfolio then influence wealth outcomes? For example, the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>285falsefullhttps://www.spreaker.com/episode/why-do-we-call-money-bread--51972475Learn more about your ad choices. Visit megaphone.fm/adchoices]]>6f347a7b2d0c4b55906fa9fa19383a39Mon, 22 Apr 2019 14:20:00 +0000Seeking AlphaBread-deprived during Passover, your humble correspondent offers thoughts for investors on the connection between bread and money. Bread satiates and sustains our bodies just as money makes our world go round. Making money is the core of the struggle...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>240falsefullhttps://www.spreaker.com/episode/the-happy-investor--51972530Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f8e221147d0d4b14a702bf7af7cbbb8eThu, 18 Apr 2019 13:58:00 +0000Seeking AlphaInvesting can be grim. Each day’s news and analysis merely add to our list of worries. But the father of Modern Portfolio Theory, Harry Markowitz, offers a rare upbeat image of investing, through Antonio in Shakespeare’s Merchant of Venice....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>236falsefullhttps://www.spreaker.com/episode/the-difference-20-years-can-make--51972536Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1b3a07f5343e47049218945d03530efdMon, 15 Apr 2019 16:49:00 +0000Seeking AlphaThe popular media’s image of retirement as a period of continuous partying is not reality, nor could it be. Joseph Coughlin, the head of MIT’s Age Lab, observes that today’s two-decade retirements equal about 8,000 days, or one-third of one’s adult...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>253falsefullhttps://www.spreaker.com/episode/boomer-retirement-preparedness-and-chilean-beaches--51972730Learn more about your ad choices. Visit megaphone.fm/adchoices]]>04fa0aabf2784f2ebc1bd119cba89372Thu, 11 Apr 2019 17:34:00 +0000Seeking AlphaThe ninth annual survey of boomer retirement preparedness by the Insured Retirement Institute finds that 45% of boomers have zero savings for retirement. That’s not news to most people nowadays, but I share two points I think are. The first was not...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>318falsefullhttps://www.spreaker.com/episode/the-bank-of-mom-and-dad--51972278Learn more about your ad choices. Visit megaphone.fm/adchoices]]>42aaeaca90874ad6b802c20e7370671eMon, 08 Apr 2019 18:38:00 +0000Seeking AlphaThe Bank of Mom and Dad is apparently one of the nation’s largest financial institutions, providing over a quarter of the FHA’s mortgage volume last year. The question arises as to how parents should financially structure their support: through...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>369falsefullhttps://www.spreaker.com/episode/what-can-you-do-about-an-insecure-retirement--51972482Learn more about your ad choices. Visit megaphone.fm/adchoices]]>98c48b9802754fc58db37d0ba5d5199eThu, 04 Apr 2019 16:35:00 +0000Seeking AlphaFrom a big-picture point of view, none of the primary sources of retirement income is working well for the public, on average, today. We look at data on private savings, employer-based plans (both defined-benefit and defined-contribution), and Social...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>284falsefullhttps://www.spreaker.com/episode/has-the-market-priced-in-the-impact-of-midwest-floods--51972358Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bc2a6211509e455f8816b36e839fbdfeMon, 01 Apr 2019 17:40:00 +0000Seeking AlphaA cyclone storm that has left at least 1 million acres of prime Midwestern farmland underwater has not particularly agitated traders. Live cattle futures pricing, the USDA Prospective Plantings report and other data are essentially telling us there is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>213falsefullhttps://www.spreaker.com/episode/protect-against-longevity-shock-an-interview-with-moshe-milevsky--51972499Learn more about your ad choices. Visit megaphone.fm/adchoices]]>c6b4f25af83c4f51a9d7e01da185ddf5Thu, 28 Mar 2019 13:05:15 +0000Seeking AlphaYork University Professor Moshe Milevsky, today’s foremost authority on retirement finance, discusses his new book, “Longevity Insurance for a Biological Age,” which provocatively asks: “What if the number of years planet earth has circled the sun...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1251falsefullhttps://www.spreaker.com/episode/spring-cleaning-and-your-retirement-plan--51972703Learn more about your ad choices. Visit megaphone.fm/adchoices]]>2315f1bdec2242d4ab5aab30293d9c24Mon, 25 Mar 2019 14:32:55 +0000Seeking AlphaBecause market dynamism rejiggers portfolios with each new year, a little spring cleaning can ensure they hold up for the duration of your retirement. The standard advice focusing on portfolio overlap may require unneeded or unwanted portfolio...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>270falsefullhttps://www.spreaker.com/episode/san-diego-s-pension-crisis-and-ours--51972583Learn more about your ad choices. Visit megaphone.fm/adchoices]]>bc14e2fe45fb4a0992c8000d40f2e5b2Thu, 21 Mar 2019 12:19:44 +0000Seeking AlphaThe City of San Diego appears to be going through a sort of retirement version of Brexit. Employees hired after the passage of Proposition B in 2012 have been receiving 401(k)-style defined contribution benefits rather than the pensions that earlier...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>296falsefullhttps://www.spreaker.com/episode/start-investing-when-the-cost-of-failure-is-low--51972479Learn more about your ad choices. Visit megaphone.fm/adchoices]]>e2ae147b6b904b20967bf52bd59cc827Mon, 18 Mar 2019 17:23:48 +0000Seeking AlphaU.S. investors are undersaved; financial education doesn’t have a great track record. Is there something fundamental that we’re missing? We propose there may be a natural and ideal time to start one’s investing career, and that we are missing that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>267falsefullhttps://www.spreaker.com/episode/your-complete-guide-to-a-secure-and-successful-retirement--51972566Learn more about your ad choices. Visit megaphone.fm/adchoices]]>dcd50269c57147ed9772785b10047b54Thu, 14 Mar 2019 16:50:13 +0000Seeking AlphaLarry Swedroe, a prolific writer on investing topics and Director of Research of Buckingham Strategic Wealth, discusses his latest book, “Your Complete Guide To A Secure And Successful Retirement.”  Among topics discussed: the importance of retirement...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1183falsefullhttps://www.spreaker.com/episode/flying-cars-and-disruptive-innovation--51972782Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3ea19b83a58c40ab9a4f801db3fdd094Mon, 11 Mar 2019 13:15:33 +0000Seeking AlphaIntel’s drones chief forecasts flying cars in five years, in an interview published Sunday. That change is coming to cars seems evident by the fact that Intel plunked the not small sum of $15.3 billion for Mobileye two years ago. The trend toward...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>328falsefullhttps://www.spreaker.com/episode/race-to-raise-taxes--51972433Learn more about your ad choices. Visit megaphone.fm/adchoices]]>11ec354d6ffb4b1493de12ce49752cfcThu, 07 Mar 2019 17:47:11 +0000Seeking AlphaThis is my nonpartisan take on the swelter of tax-hike proposals bubbling up today from Bernie Sanders, Elizabeth Warren, Kirsten Gillibrand and more. These politicians have their reasons for their levies, like universal child care, which they...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>301falsefullhttps://www.spreaker.com/episode/high-income-or-stable-income-in-retirement--51972553Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0294ff9e83934cf889b8b7330a023699Tue, 05 Mar 2019 13:59:31 +0000Seeking AlphaNobel Prize winning economist Bill Sharpe has been simulating various income paths through a variety of strategies, including fixed withdrawal rates and annuity approaches. He tells Investment Advisor  magazine that fixed withdrawal approaches, like...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>278falsefullhttps://www.spreaker.com/episode/roger-salus-a-perspective-on-contemporary-economics--51972748Learn more about your ad choices. Visit megaphone.fm/adchoices]]>50aaad9b75bc45f0a2329ec1f445d8cdThu, 28 Feb 2019 16:53:22 +0000Seeking AlphaRoger Salus writes what I think is some of the most clear, creative and original economic analyses on Seeking Alpha. In this brief interview, Salus helps us understand what contributes to making a country more prosperous. He also elaborates on his...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>859falsefullhttps://www.spreaker.com/episode/lemmings-and-the-crisis-of-retirement--51972464Learn more about your ad choices. Visit megaphone.fm/adchoices]]>50a8c0b08ae24c109d303642ea9c32c9Mon, 25 Feb 2019 16:02:05 +0000Seeking AlphaING has looked at savings behavior in generally affluent countries and found grave inadequacy to be the unifying element. Half of current retirees admit to having a lower standard of living in retirement. More than half of Europeans who have not yet...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>284falsefullhttps://www.spreaker.com/episode/make-investment-decisions-you-can-live-with--51972775Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0519ad3d063b4ca0b8a2ad2019ed3de8Thu, 21 Feb 2019 16:41:21 +0000Seeking AlphaIn investing, it is vital to get the big things right. One way to ensure good investment decision-making is to assume that you harbor biases and probe going against your instincts. If your investing track record has been a poor one, it would be...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>239falsefullhttps://www.spreaker.com/episode/washington-and-lincoln-as-investors--51972294Learn more about your ad choices. Visit megaphone.fm/adchoices]]>74eecad21e2846cab5b7ed164633d8b2Mon, 18 Feb 2019 17:13:23 +0000Seeking AlphaBoth Washington and Lincoln became wealthy men. Washington stands as one of the wealthiest Americans of all time, whereas Lincoln rose far from his log-cabin origins. America has always been a good investment, but Washington got on on the ground...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>322falsefullhttps://www.spreaker.com/episode/does-high-debt-mean-low-growth--51972669Learn more about your ad choices. Visit megaphone.fm/adchoices]]>3be63b7230564209add953b8e2462eb3Thu, 14 Feb 2019 16:25:52 +0000Seeking AlphaThe U.S. national debt is now $22 trillion for the first time – that’s an increase of over 10% from when President Trump took office. The administration expects today’s growth will be sustained, but it didn’t work out that way for his predecessors....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>298falsefullhttps://www.spreaker.com/episode/financial-journalist-confessions--51972735Learn more about your ad choices. Visit megaphone.fm/adchoices]]>0883d7e291bb4b47ab256a0c0255eb89Mon, 11 Feb 2019 17:08:25 +0000Seeking AlphaVeteran Australian financial journalist named Michael Pascoe admits to having spent a quarter of a century providing daily financial market reports that were “mostly rubbish.” Now he is trying to keep investors focused on the long-term, and is finding...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>265falsefullhttps://www.spreaker.com/episode/a-helpful-new-direction-in-retirement-research--51972446Learn more about your ad choices. Visit megaphone.fm/adchoices]]>f541bd3eb0504e349c7ca01c94c3b74bThu, 07 Feb 2019 15:32:13 +0000Seeking AlphaNew research by Moshe Milevsky distinguishes between chronological age and biological age. Someone who has lived 60 years may be as fit as a 50-year-old or may be biologically equivalent to a 70-year-old. Thus, the implications for asset allocation...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>214falsefullhttps://www.spreaker.com/episode/a-stock-market-teaching-moment--51972397Learn more about your ad choices. Visit megaphone.fm/adchoices]]>afd1f17b566f48eebabc5dcc9debf88dMon, 04 Feb 2019 16:24:19 +0000Seeking AlphaThe past two months provided a rare stock-market round trip covering quite a distance in percentage terms, with 9.6% losses in December followed by 8.6% returns in January. If you were among those who sold, the reason was likely the perception that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>201falsefullhttps://www.spreaker.com/episode/your-portfolio-in-2050--51972743Learn more about your ad choices. Visit megaphone.fm/adchoices]]>71fb86c7a11f4159b02f1e3aad32cf66Thu, 31 Jan 2019 15:37:32 +0000Seeking AlphaAn analysis written for the British bank HSBC nearly a decade ago by economist Karen Ward, called “The World in 2050,” projected how the world economy would appear in 40 years. Ward thought today’s emerging markets would make up 19 of the top 30...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>303falsefullhttps://www.spreaker.com/episode/daniel-amerman-on-social-security-medicare-and-financial-repression--51972749Learn more about your ad choices. Visit megaphone.fm/adchoices]]>69935a9ab360451b9c3f06191ada10cdMon, 28 Jan 2019 14:53:31 +0000Seeking AlphaIndependent analyst Daniel Amerman ,CFA thinks it naïve to expect inflation-adjusted Social Security payments in perpetuity; nor does he expect the system will go bankrupt; rather, he holds retirees will get paid – just less than before each year out....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1240falsefullhttps://www.spreaker.com/episode/the-no-1-retirement-planning-problem--51972309Learn more about your ad choices. Visit megaphone.fm/adchoices]]>69d85b3240ef458ca6bfdc2ff96b6c68Fri, 25 Jan 2019 11:26:35 +0000Seeking AlphaTo solve for spending in retirement, you need to plug in how much capital you have, what your rate of return is and how much time you have – that last item being impossible to know. Longevity tables meant to offer guidance may understate the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>223falsefullhttps://www.spreaker.com/episode/using-apple-each-day-can-keep-the-doctor-away--51972745Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d518342e1e224805be033eef5402a7f7Mon, 21 Jan 2019 17:35:39 +0000Seeking AlphaWith Apple having lost a third of its value since October, are investors dealing with a Silicon Valley has-been or a will-be whose shares are now attractively priced? Apple appears to be deftly pivoting from an area of slowing growth to the area that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>270falsefullhttps://www.spreaker.com/episode/jack-bogle-made-investors-money--51972702Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1ff4bd7f4ccb40d9915f9426f5ae48c9Thu, 17 Jan 2019 14:10:53 +0000Seeking AlphaJack Bogle offered the gift of strong long-term returns and the ability to enjoy them – without the stress and losses that many who come to Wall Street looking for riches end up taking away with them instead. Learn more about your ad choices. Visit...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>253falsefullhttps://www.spreaker.com/episode/pros-and-cons-of-owning-gold--51972621Learn more about your ad choices. Visit megaphone.fm/adchoices]]>d8499b2f970e49bd9e4312aeedcd56a0Tue, 15 Jan 2019 11:26:23 +0000Seeking AlphaGold’s returns over time are unimpressive – if your comparison is stocks. But that’s not really the relevant comparison, and in fact, gold can facilitate your ownership of stocks. The portfolio purpose that gold ultimately serves is as a cash...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>178falsefullhttps://www.spreaker.com/episode/behavioral-economist-shachar-kariv-investors-must-know-themselves--51972468Learn more about your ad choices. Visit megaphone.fm/adchoices]]>ec0c1adc6b604d81ad638b7374949e1dThu, 10 Jan 2019 11:56:39 +0000Seeking AlphaU.C. Berkeley behavioral economist Shachar Kariv identifies two fundamental sources of investor pain – lack of knowledge about the market and lack of self-knowledge. Successful investing requires effort to resolve these uncertainties. Learn more about...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1334falsefullhttps://www.spreaker.com/episode/a-popular-way-to-lose-money--51972537Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/555372165Mon, 07 Jan 2019 15:26:09 +0000Seeking AlphaIt’s still the beginning of a new year, and your senses will be besieged by stories such as “The Best Stock-Fund Managers of 2018.” So it’s worth recalling not just that past performance does not predict future returns – as the disclaimer usually goes...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>221falsefullhttps://www.spreaker.com/episode/apple-china-and-a-teetering-global-economy--51972641Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/553552566Thu, 03 Jan 2019 16:05:32 +0000Seeking AlphaApple’s CEO Tim Cook has pinned his firm’s darkened outlook primarily on China. That one of Apple's biggest customers is in bad shape makes it clear that the U.S. has been carrying out its trade war with a sickly opponent. Knocking out that opponent...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>237falsefullhttps://www.spreaker.com/episode/my-top-pick-for-2019--51972354Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/552273375Mon, 31 Dec 2018 15:46:46 +0000Seeking AlphaWith one cheap fund, you can own a globally diversified portfolio of low-volatility equities. Now that the market is going on sale, two such funds I have admired but not owned are becoming affordable again. Learn more about your ad choices. Visit...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>195falsefullhttps://www.spreaker.com/episode/these-are-the-times-that-try-investors-souls--51972532Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/550617378Thu, 27 Dec 2018 15:13:57 +0000Seeking AlphaWhat the American revolutionary Thomas Paine wrote about a military and political crisis applies as well to a financial one. Specifically, he wrote that panics are “short” and “advantageous.” If you’ve properly prepared, you can emerge from this...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>207falsefullhttps://www.spreaker.com/episode/investors-last-minute-holiday-shopping-guide--51972753Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/549604383Mon, 24 Dec 2018 19:19:34 +0000Seeking AlphaStill scrambling to get your children, nephews or nieces something that will make a meaningful impact? Credit card, mortgage and auto loans have straight-lined over the past 15 years, while student loans have skyrocketed nearly 500%. That’s signals a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>142falsefullhttps://www.spreaker.com/episode/the-etf-from-ipanema--51972520Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/547774584Thu, 20 Dec 2018 16:08:56 +0000Seeking AlphaIn a market that has killed every category, emerging markets have stood out for their losses. Without minimizing the high risks of this sector, is there a baby that has been thrown out with the bathwater? Brazil might be that baby. In 12 days, the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>257falsefullhttps://www.spreaker.com/episode/actuary-scott-witt-on-why-why-not-and-how-to-buy-an-annuity--51972752Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/546240909Mon, 17 Dec 2018 15:42:59 +0000Seeking AlphaScott Witt is a fee-only insurance advisor who provides fiduciary advice to clients on products such as annuities and is paid on an hourly fee basis rather than through commissions. In this interview, Scott explains income annuities' potential...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>885falsefullhttps://www.spreaker.com/episode/who-will-bail-out-this-man--51972785Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/544482003Thu, 13 Dec 2018 18:56:03 +0000Seeking AlphaJanus Henderson Investors asks, “Would you lend to this man?” – with the man in question being Uncle Sam. That is a very important question, but one that is too easy to dismiss, as formulated. Ask instead, “Who will bail out this man?” and perhaps...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>179falsefullhttps://www.spreaker.com/episode/your-portfolio-strategy-shouldn-t-depend-on-the-news--51972568Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/542622498Mon, 10 Dec 2018 16:14:57 +0000Seeking AlphaPundits are pondering whether the U.S. and China will come to terms on trade and if Theresa May will eke out a Brexit that avoids market chaos. These are interesting questions. But the real question for investors is: Have you positioned your portfolio...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>156falsefullhttps://www.spreaker.com/episode/toxic-news-and-your-retirement--51972457Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/540717069Thu, 06 Dec 2018 16:24:13 +0000Seeking AlphaThe top three news stories spooking investors are ToXiC -- with the T for Trade, Brexit in the middle and OPEC at the end. Pundits will be telling you to sell, but investors should follow their own individual plan, not the herd. There is however one...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>172falsefullhttps://www.spreaker.com/episode/singing-a-song-of-angry-men--51972716Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/539220903Mon, 03 Dec 2018 17:28:50 +0000Seeking AlphaRiots in France are said to be the worst riots that country has seen since the 1960s. In a twist on Frantz Fanon, the new wretched of the earth are apparently the non-rich native population. And yet Credit Suisse just ranked France among the top 5...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>211falsefullhttps://www.spreaker.com/episode/millennials-coping-with-capitalism--51972761Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/537279897Thu, 29 Nov 2018 16:11:21 +0000Seeking AlphaA 2016 Harvard University study showed that a majority of millennial reject capitalism. Drill down today’s CDC report about decreasing U.S. longevity, primarily because of opioid deaths, and you see that millennials have the highest proportion of such...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>241falsefullhttps://www.spreaker.com/episode/how-to-prepare-for-a-value-rally--51972623Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/535691346Mon, 26 Nov 2018 13:51:20 +0000Seeking AlphaJonathan Boyar, president of Boyar’s Intrinsic Value Research, explains his investing approach at a time when market leadership may be shifting to value. If he had to pick a sector exhibiting classic value characteristics, Boyar would focus on bank...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>729falsefullhttps://www.spreaker.com/episode/what-regulation-does-apple-s-ceo-fear--51972395Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/532428333Mon, 19 Nov 2018 16:19:47 +0000Seeking AlphaApple CEO Tim Cook calls new tech regulations “inevitable.” He wasn’t too specific, but it seems he had in mind the European Union’s new GDPR regs, which raise the privacy of user data to a much higher level. The impact of these new regulations is not...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>255falsefullhttps://www.spreaker.com/episode/a-conversation-with-jeff-miller--51972615Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/530350026Thu, 15 Nov 2018 16:34:14 +0000Seeking AlphaJeff Miller, a prominent Seeking Alpha contributor and also an investment advisor with NewArc Investments, discusses how he goes about gaining clarity about clients’ needs, goals and risk tolerance. He explains how he seeks to protect clients against...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>973falsefullhttps://www.spreaker.com/episode/betting-on-tejon-ranch--51972747Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/528646182Mon, 12 Nov 2018 13:56:33 +0000Seeking AlphaTejon Ranch Co. owns the largest piece of private property in the state of California, encompassing 270,000 acres. TRC has been beaten down to just north of its 52-week low because of declining revenues based on poor crop sales, weak crop yields,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>229falsefullhttps://www.spreaker.com/episode/is-now-the-time-to-buy-energy-stocks--51972771Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/526687269Thu, 08 Nov 2018 16:05:34 +0000Seeking AlphaEnergy is the classic late-market-cycle investment that rises when growth begins to slow and stocks look expensive. What’s more, energy stocks have been subdued since 2014. The market doesn’t seem prepared for a reversal since the three largest energy...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>198falsefullhttps://www.spreaker.com/episode/is-now-the-time-to-scoop-up-china-stocks--51972734Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/525165999Mon, 05 Nov 2018 16:19:35 +0000Seeking AlphaBy one estimate, progress on the Chinese trade issue could generate a 4-5% move in a single day. So do tweets about trade progress suggest now is the time to scoop up a China ETF? I suggest that the reality of America’s and China’s current roles in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>251falsefullhttps://www.spreaker.com/episode/investors-need-a-process-not-predictions--51972603Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/523287168Thu, 01 Nov 2018 17:28:01 +0000Seeking AlphaMarketWatch quotes the “godfather” of chart analysts forecasting a bear market. If so, why didn’t he offer us this warning before October’s wipe-out? And more to the point, what relevance do daily market movements have to each individual’s unique...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>209falsefullhttps://www.spreaker.com/episode/interview-with-douglas-holtz-eakin--51972600Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/521673360Mon, 29 Oct 2018 16:21:37 +0000Seeking AlphaDouglas Holtz-Eakin, president of American Action Forum and formerly a member of George H.W. Bush’s Council of Economic Advisors, director of the Congressional Budget Office and chief economic advisor to John McCain’s presidential campaign, shares his...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>821falsefullhttps://www.spreaker.com/episode/a-talk-with-shachar-kariv-on-behavioral-economics--51972466Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/521569122Mon, 29 Oct 2018 13:27:45 +0000Seeking AlphaShachar Kariv, a decision theorist at U.C. Berkeley and chairman of its economics department, has the unique distinction of relating behavioral economics in a fashion that is relevant to investment decision makers. In other words, it’s not just...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1474falsefullhttps://www.spreaker.com/episode/reasons-to-worry-about-u-s-china-trade-tension--51972795Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/514891731Mon, 15 Oct 2018 23:32:17 +0000Seeking AlphaThe U.S. administration’s increasingly tough stance on China suggests the U.S.-China dispute is rising to almost Cold War levels. De-escalation will be neither quick nor easy. Whether this was the intention or not, the hard line against Beijing gives...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>181falsefullhttps://www.spreaker.com/episode/is-the-fed-going-loco--51972805Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/512902563Thu, 11 Oct 2018 18:46:41 +0000Seeking AlphaPresident Trump responded to yesterday’s market fall with criticism of the Fed. Yet just last week, the president boasted the market had reached a record high, for which he took credit. It seems unwise for the president to intimately entangle himself...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>149falsefullhttps://www.spreaker.com/episode/has-facebook-become-a-piggybank-for-regulators--51972812Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/509439315Thu, 04 Oct 2018 14:29:22 +0000Seeking AlphaThe fine to which Facebook is subject for last week’s cyber breach could reach $1.63 billion. The small share price decline since news of the breach suggests that investors don’t think regulators will dock the social media giant to the maximum extent....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>125falsefullhttps://www.spreaker.com/episode/what-dolphins-can-teach-us-about-increasing-worker-pay--51972599Maybe dolphins could show how to put more dollars in the average worker’s paycheck to the benefit of all.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/502613838Thu, 20 Sep 2018 14:59:51 +0000Seeking AlphaA study out this week, from the Dolphin Research Center in the Florida Keys, that shows how dolphins learned to synchronize their behavior in order to earn more fish and social praise. Dolphins understand something that still escapes many human...Maybe dolphins could show how to put more dollars in the average worker’s paycheck to the benefit of all.
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>195falsefullhttps://www.spreaker.com/episode/why-has-brexit-failed--51972790Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/501150051Mon, 17 Sep 2018 14:20:53 +0000Seeking AlphaMajor European companies with London headquarters continue their steady march out of the UK. The Centre for European Reform estimated that the British economy has shrunk by over 2% over the past two years, costing the Exchequer $30 billion – an amount...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>185falsefullhttps://www.spreaker.com/episode/watch-out-for-soaring-oil-prices--51972626Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/499355655Thu, 13 Sep 2018 14:28:10 +0000Seeking AlphaGlobal oil output hit a record last month, and the IEA sees continued increases in oil production. On the other hand, bond king Jeffrey Gundlach sees oil heading as high $80 or $90 a barrel. Who’s right? A story the media is paying little attention to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>256falsefullhttps://www.spreaker.com/episode/is-amazon-a-bad-employer--51972484Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/496086861Thu, 06 Sep 2018 16:37:59 +0000Seeking AlphaBernie Sanders has introduced the BEZOS bill meant to stop “bad employers” like Amazon. Amazon has been accused of many things – but is it fair to call it a bad employer? It’s possible that Amazon is a better-than-average employer, despite problems in...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>190falsefullhttps://www.spreaker.com/episode/emerging-markets-debt-and-the-next-financial-crisis--51972796Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/495042678Tue, 04 Sep 2018 12:21:50 +0000Seeking AlphaIt is not politics but economics that is pressuring emerging market currencies. The world’s bond vigilantes are concerned about EM dollar-denominated debt, which U.S. rate hikes have made more costly to service. Ten years ago this month, the smallest...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>222falsefullhttps://www.spreaker.com/episode/chicago-s-civic-senility--51972768Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/491324850Mon, 27 Aug 2018 14:55:15 +0000Seeking AlphaImagine Chicago going bankrupt. That frightful scenario seems all the more plausible now that the city is considering a harebrained scheme to deal with the city’s pension crisis by borrowing $10 billion on the bond market. That would roughly be akin...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>188falsefullhttps://www.spreaker.com/episode/rip-van-winkle-would-have-slept-through-the-faang-phenomenon--51972692Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/489491196Thu, 23 Aug 2018 12:42:20 +0000Seeking AlphaIf Rip Van Winkle fell asleep in 1900 and awoke in the year 2000, he’d probably see disappointing portfolio results. Even a simple (and correct) decision to put his money on the world’s superpower would lead to underperformance. So much of investing...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>229falsefullhttps://www.spreaker.com/episode/cryptocurrencies-growing-pains--51972766Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/486352992Thu, 16 Aug 2018 14:46:52 +0000Seeking AlphaThe crypto market has fallen $600 billion so far this year, with the market now worth about $200 billion. That sets up the usual investor debate as to whether to board the crypto train to the promised brave new world or to steer clear of the wild...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>188falsefullhttps://www.spreaker.com/episode/the-biggest-potential-threat-to-the-world-economy--51972551Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/484912731Mon, 13 Aug 2018 13:18:25 +0000Seeking AlphaIranian naval exercises in the Strait of Hormuz are signaling Tehran’s threat of a blockade of the Strait of Hormuz, through which one-third of the world’s oil passes. Iran has made this threat before, and has not carried it out, but today Tehran's...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>232falsefullhttps://www.spreaker.com/episode/of-musk-and-machiavelli--51972836Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/483269613Thu, 09 Aug 2018 14:43:39 +0000Seeking AlphaThe SEC is now investigating the veracity of Elon Musk’s claim to have secured funding to take Tesla private. I’m skeptical of Musk’s tweet because the company has not produced any proof of funding over the past 48 hours and because Tesla’s board has...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>232falsefullhttps://www.spreaker.com/episode/boycott-the-u-s-not-gonna-happen--51972450Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/481839021Mon, 06 Aug 2018 14:22:55 +0000Seeking AlphaA Wall Street Journal headline warns that a movement is afoot among Canadians to boycott U.S. products. On the basis of news media commentary about the trade wars, you might assume that commercial links between the U.S. and Canada are on track to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>150falsefullhttps://www.spreaker.com/episode/not-even-an-autocrat-can-reform-retirement--51972847Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/480170088Thu, 02 Aug 2018 14:32:54 +0000Seeking AlphaRussians have taken to the streets this week shouting slogans such as “Putin is a thief,” “away with the tsar,” and “stop stealing our future.” Protesters are reacting to a bill in Russia’s legislature that would raise the retirement age to 65 for men...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>146falsefullhttps://www.spreaker.com/episode/365-ways-to-be-mistaken-about-the-market--51972673Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/478709211Mon, 30 Jul 2018 15:34:31 +0000Seeking AlphaThe latest weekly blogpost from mutual fund manager John Hussman warns of the quote ‘brutal consequences’ of staying invested in equities. There is a compelling quality to his analyses – a sort of as-day-follows-night kind of logic to them. But the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>259falsefullhttps://www.spreaker.com/episode/facebook-fears-will-pass--51972540Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/476976408Thu, 26 Jul 2018 13:22:54 +0000Seeking AlphaThe hundreds of billions of dollars that Facebook lost overnight will probably be bid back up, as investors come to terms with the reality that the social media giant’s business model remains intact. The matter is not unlike tobacco companies able to...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>180falsefullhttps://www.spreaker.com/episode/the-market-significance-of-u-s-russia-ties--51972594Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/476055810Tue, 24 Jul 2018 14:09:35 +0000Seeking AlphaA market read of the Helsinki summit suggests that the U.S. was looking to achieve numerous objectives vis-à-vis oil markets, Iran, China and North Korea. For example, it is interesting to see that North Korea has gotten more cooperative since that...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>203falsefullhttps://www.spreaker.com/episode/trillion-dollar-deficit-trillion-dollar-market-cap--51972627Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/473821734Thu, 19 Jul 2018 13:23:28 +0000Seeking AlphaThe U.S. budget deficit is now set to exceed $1 trillion starting next year. Amazon is now leading the pack of companies closing in on a $1 trillion market-cap. We should all be grateful for the 4th Amendment, and yet remain concerned about the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>137falsefullhttps://www.spreaker.com/episode/forget-about-trump-putin-look-at-the-dollar-yuan--51972853Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/472811868Tue, 17 Jul 2018 12:26:50 +0000Seeking AlphaDespite all the media attention, there is little of consequence for markets in the Trump-Putin meeting. That is a function of Russia’s current, protracted economic weakness. Ironically, the biggest long-term economic threat to Russia right now may be...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>139falsefullhttps://www.spreaker.com/episode/self-interest-in-the-news--51972786Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/470682639Thu, 12 Jul 2018 13:51:17 +0000Seeking AlphaA glance at today’s news feed provides fresh reminders of the potency of self-interest. NATO is increasing expenditures, the Saudis are increasing oil production, the Chinese are softening their posture on trade issues – all in deference to a...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>261falsefullhttps://www.spreaker.com/episode/long-knives-in-uk-politics-spells-falling-knives-in-uk-markets--51972414Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/469290096Mon, 09 Jul 2018 13:00:18 +0000Seeking AlphaThe current maneuvering over Brexit is looking a lot like the classic treachery of long knives that periodically disturbs the political peace of the British Isles. Hung parliaments don’t last very long before such treachery leads to new elections....Learn more about your ad choices. Visit megaphone.fm/adchoices]]>182falsefullhttps://www.spreaker.com/episode/ready-for-labor-day--51972545Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/467623488Thu, 05 Jul 2018 13:12:59 +0000Seeking AlphaEconomic growth derives from the input of labor and productivity. Productivity gains have slowed in the U.S. over the past decade, making a growing labor force critical. Eventually, the impact of the U.S. tax cuts will cease to be felt, as will other...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>204falsefullhttps://www.spreaker.com/episode/nafta-is-toast--51972526Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/466256826Mon, 02 Jul 2018 11:43:52 +0000Seeking AlphaThe landslide election of a leftist critic of NAFTA won’t be the cause of NAFTA’s demise; the trade framework appeared fatally wounded beforehand. The Trump Administration was committed to revising the agreement in what it perceived as America’s...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>165falsefullhttps://www.spreaker.com/episode/30-and-40-somethings-and-retirement--51972559Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/464787921Thu, 28 Jun 2018 20:11:19 +0000Seeking AlphaPeople in their 30s and 40s are just not engaged in the issue of retirement despite all signs pointing to a looming retirement crisis, an astonishing reality given the low level of private savings and public funding for retirement. Even if younger...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>94falsefullhttps://www.spreaker.com/episode/brexit-two-years-on--51972714Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/463189029Mon, 25 Jun 2018 13:29:22 +0000Seeking AlphaTwo years on it seems like Britain has failed to gain the benefits of Brexit. Britain is muddling along, though Brexit has taken a toll, particularly on the pound. Meanwhile, the Remain side is kidding itself if it thinks the status quo ante can be...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>146falsefullhttps://www.spreaker.com/episode/oil-market-surprise-the-u-s-and-saudi-arabia-act-in-concert-to-lower-prices--51972432Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/461397306Thu, 21 Jun 2018 13:48:49 +0000Seeking AlphaFriday’s big OPEC meeting in Vienna will have a big influence on how much consumers pay at the pump over the next several months, and it appears likely that prices will moderate in the coming period. Though oil producers have been benefiting from...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>133falsefullhttps://www.spreaker.com/episode/why-i-bought-a-south-korea-etf-today--51972556Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/460078368Mon, 18 Jun 2018 18:48:47 +0000Seeking AlphaSouth Korean stocks are a bargain, but the question is: How long do we need to wait for concrete confirmation of genuine progress in the peace process on the Korean peninsula? The market makes no announcements when reaching a bottom. If we wait until...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>241falsefullhttps://www.spreaker.com/episode/financial-advice-for-college-students--51972590Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/458280180Thu, 14 Jun 2018 14:31:41 +0000Seeking AlphaThe Wall Street Journal recently recounted the story of a 37-year-old orthodontist whose loan debt exceeds $1 million. Here’s how you can go about paying as little for college as possible: First, define your goals. Maybe college isn’t even an...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>186falsefullhttps://www.spreaker.com/episode/trump-and-trudeau-act-out-world-s-economic-drama--51972811Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/456830583Mon, 11 Jun 2018 14:17:24 +0000Seeking AlphaThe media focus on personalities, but history records policies and policy shifts. That goes for this weekend’s G-7 summit, in which President Trump took umbrage at Prime Minister Trudeau’s news conference in which he declared that “Canadians will not...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>155falsefullhttps://www.spreaker.com/episode/u-s-should-cut-tariffs-to-protect-its-competitive-edge--51972552Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/455540826Fri, 08 Jun 2018 11:05:18 +0000Seeking AlphaAmerica’s protectionist policy is bad for business. What has given America its historical competitive edge was the rule of law, private property rights and low taxation, which stimulated sustained high levels of economic growth. The tariff mindset is...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>175falsefullhttps://www.spreaker.com/episode/a-tale-of-financial-rehabilitation--51972701Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/454047126Tue, 05 Jun 2018 11:25:28 +0000Seeking AlphaSeeking Alpha's Robyn Conti discusses her personal financial recovery in the two years since she wrote poignantly of the financial difficulty she found herself in. Her story is testimony to the ability we all have to turn ourselves around, start...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>1257falsefullhttps://www.spreaker.com/episode/pre-retirees-join-robots-in-shouldering-work-burden--51972813Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/451757655Thu, 31 May 2018 15:02:52 +0000Seeking AlphaA Bain & Company report called “Labor 2030: The Collision of Demographics, Automation and Inequality” warns that advanced economies are hurtling towards a demographic bust. However, the ensuing shrinkage of the workforce does not imply higher pay,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>178falsefullhttps://www.spreaker.com/episode/saudi-arabia-russia-iran-sanctions-and-oil-prices-a-geo-economics-case-study--51972817Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/451235727Wed, 30 May 2018 14:02:59 +0000Seeking AlphaA CNBC headline proclaims that the “oil market is ignoring the big Iran story.” Is there something that one analyst CNBC interviewed understands that the oil market does not? To the contrary, the market has correctly figured out what Saudi Arabia’s...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>203falsefullhttps://www.spreaker.com/episode/a-memorial-day-portfolio--51972678Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/448615467Thu, 24 May 2018 17:41:39 +0000Seeking AlphaMemorial Day honors members of the country’s armed forces who gave their lives in the service of their country. It would be fitting to acknowledge the price paid to afford us our freedom in a manner tailored to an investment audience. Specifically,...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>160falsefullhttps://www.spreaker.com/episode/healthcare-and-wealthcare--51972675Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/447561336Tue, 22 May 2018 14:03:24 +0000Seeking AlphaAre drug companies villains profiteering off of a public that can ill afford needed medicines or are they merely earning the reward markets provide for their lifesaving and life-enhancing work? And what of advisors? The two cases are different because...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>192falsefullhttps://www.spreaker.com/episode/an-unobvious-implication-of-record-low-fertility--51972751Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/445321743Thu, 17 May 2018 13:40:15 +0000Seeking AlphaU.S. fertility has reached the lowest rate since the government began tracking this figure over a century ago. The usual question troubling economists is how a declining ratio of workers to retirees can continue to support the rising retirement and...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>152falsefullhttps://www.spreaker.com/episode/behavioral-finance-made-simple--51972477Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/443842377Mon, 14 May 2018 12:37:14 +0000Seeking AlphaI’ve yet to see a straightforward way of applying behavioral finance insights to investing. Are you supposed to have a checklist to make sure you’re not anchoring, herding or acting out of confirmation bias? I propose a simpler way of understanding...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>156falsefullhttps://www.spreaker.com/episode/key-to-success-for-new-grads--51972579Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/442172001Thu, 10 May 2018 17:27:26 +0000Seeking AlphaAlibaba Group chairman Jack Ma was far from a stellar student before he became one of the most successful entrepreneurs in history. Whether as an entrepreneur, professional or craftsman, everyone has unique advantages they can put to good use in the...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>119falsefullhttps://www.spreaker.com/episode/not-yet-investing-enough--51972560Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/440558673Mon, 07 May 2018 12:31:15 +0000Seeking AlphaHousing is typically the largest item in a household budget. Thus, if you can reduce that expense, you’ve got lots of room to boost your saving and investment. You can even enjoy luxury without incurring the costs of ownership and maintenance. The...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>117falsefullhttps://www.spreaker.com/episode/deutsche-bank-warns-u-s-drifting-into-debt-crisis--51972494Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/438820158Thu, 03 May 2018 15:15:37 +0000Seeking AlphaDeutsche Bank warns in a research report that the U.S. is on a path toward a debt crisis. Whereas past deficits were mainly based on the business cycle – deficits rose when tax receipts were down – today deficits are reaching new highs despite robust...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>164falsefullhttps://www.spreaker.com/episode/korea-deal-s-message-for-markets--51972870
Despite not infrequent isolationist lapses, the U.S. has taken a lead role in policing markets since the beginning of the Republic. Peace on the Korean peninsula would remove a nagging
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/437767719Tue, 01 May 2018 12:27:47 +0000Seeking AlphaIs the peace deal with North Korea legit? Why would North Korea accede to a deal? The behind-the-scenes diplomacy is as yet unknown, but we speculate that the matter may be akin to Libya’s voluntary decommissioning of its nuclear program in 2003. The...
Despite not infrequent isolationist lapses, the U.S. has taken a lead role in policing markets since the beginning of the Republic. Peace on the Korean peninsula would remove a nagging
Learn more about your ad choices. Visit megaphone.fm/adchoices]]>166falsefullhttps://www.spreaker.com/episode/get-off-the-dependency-train--51972518Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/433943787Mon, 23 Apr 2018 15:15:54 +0000Seeking AlphaThe ratio of working-age population to the level of retirees continues to shrink and is on track to reach just two workers for every retiree by 2050. Just like oil economies that can't wean themselves away from the volatile commodity, or consumers who...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>180falsefullhttps://www.spreaker.com/episode/no-upside-for-uk-economy--51972718Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/431018436Tue, 17 Apr 2018 14:24:29 +0000Seeking AlphaSterling has returned to levels seen before Brexit trashed the pound. Britain has indeed made significant economic progress; but investors should ask themselves: Where is the upside? Conservative Party leader Theresa May is not having an easy time...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>153falsefullhttps://www.spreaker.com/episode/syria-a-serious-threat-to-world-markets--51972510Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/428621829Thu, 12 Apr 2018 12:46:42 +0000Seeking AlphaU.S.-China tension and even North Korea’s nuclear ambitions are lesser threats to global stability than Syria. Just as allowing debt problems to fester makes future solutions more costly, the price tag for having kicked the can down the road in Syria...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>128falsefullhttps://www.spreaker.com/episode/cbo-1-trillion-deficit--51972821Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/427669677Tue, 10 Apr 2018 14:14:09 +0000Seeking AlphaThe non-partisan Congressional Budget Office now projects a U.S. budget deficit of $1 trillion in 2020. Debt scourges do their scourging from the sidelines; in today’s environment, policies are implemented by pseudo-Keynesians (who like spending, but...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>117falsefullhttps://www.spreaker.com/episode/rates-rise-but-dollar-falls--51972759Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/417656744Thu, 22 Mar 2018 16:31:52 +0000Seeking AlphaThe expected reaction to a rate hike would be a rising dollar, yet that did not happen. Why would the dollar fall on global currency markets even though US interest rates are now more attractive than those of the euro, sterling and the yen? I’d...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>134falsefullhttps://www.spreaker.com/episode/thoughts-on-money-management-fees-and-behavioral-pitfalls-from-an-advisor-to-celebrities--51972833Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/416686383Tue, 20 Mar 2018 19:46:57 +0000Seeking AlphaThe job of a financial advisor may not differ significantly in terms of the specific tasks they do, but they can be worlds apart based on who they are, and who their clients are. Today I spoke with Tomas Garibaldi, vice president of Bel Air Investment...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>766falsefullhttps://www.spreaker.com/episode/laurence-kotlikoff-our-country-frankly-is-bankrupt--51972527Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/414235545Thu, 15 Mar 2018 19:18:35 +0000Seeking AlphaBoston University economist Laurence Kotlikoff warns “our country, frankly, is bankrupt.’ Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>1483falsefullhttps://www.spreaker.com/episode/what-bear-stearns-and-barron-s-can-teach-us-about-amazon--51972515Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/413532141Wed, 14 Mar 2018 13:33:29 +0000Seeking AlphaBarron’s saw great opportunity in Bear Stearns in an article it published a few months before it cratered. And little wonder why – Bear had been in business for 86 years, without so much as a losing quarter until in 2007 it booked losses, from which...Learn more about your ad choices. Visit megaphone.fm/adchoices]]>135falsefullhttps://www.spreaker.com/episode/economic-populism-taking-root--51972819Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/410021223Wed, 07 Mar 2018 14:10:23 +0000Seeking AlphaIn the wake of the resignation of Gary Cohn over the administration’s tariff policy, I offer an explanation as to why a policy that nearly every economist hates is popular politically. Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>119falsefullhttps://www.spreaker.com/episode/trade-war--51972534Learn more about your ad choices. Visit megaphone.fm/adchoices]]>tag:soundcloud,2010:tracks/409060977Mon, 05 Mar 2018 17:32:27 +0000Seeking AlphaThe U.S. and its main trading partners need cooperation and policy coordination -- not a trade war from which everyone loses. Learn more about your ad choices. Visit megaphone.fm/adchoicesLearn more about your ad choices. Visit megaphone.fm/adchoices]]>177falsefull