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Tag: The Education of a Financial Planner

5 days ago
What Investors Need to Know About FDIC and SIPC Insurance

In this episode of the Education of a Financial Planner, we discuss FDIC and SIPC insurance and the other protections available for investors. Watch on YouTube Listen on Apple Podcasts…

The Basics of Goals-Based Financial Planning
4 weeks ago
The Basics of Goals-Based Financial Planning

In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and…

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March 8, 2023
The Surprising Investment Factor That Defies the Risk-Return...
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
February 22, 2023
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
February 8, 2023
Where Valuations Stand After the Market’s Strong Start...
By Jack Forehand, CFA, CFP® (@practicalquant) — 2023 has been a great year for the market so far. Despite the negative sentiment coming into the year, falling inflation and interest rates coupled with decent earnings so far have provided fuel...
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