One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining…
Tag: The Education of a Financial Planner
🎶 Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More
As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help…
What Investors Need to Know About Momentum Investing
In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used…
Breaking Down Popular Value ETFs | The Portfolio Construction Choices that Define Them
There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the…
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth
In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their…
Is Value Investing Dead? 😨
With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing…
The Business of Franchising
In this episode, we look at the basics of franchising with FranNet’s Ben Terrill. We discuss the types of businesses that can be setup via franchising, the pros and cons…
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered…
Roth Conversions | What Investors Need to Know
In this episode, we are joined by Sunpointe’s Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the…
The Many Sides of Diversification: Spreading Your Bets Across Stocks, Factors and Asset Classes
The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be…
