In this episode of Two Quants and a Financial Planner, we discussed the key insights and lessons learned from our 12-hour live podcast event, “PNL for a Purpose.” Throughout the…
Tag: The Education of a Financial Planner
Fact or Fiction: Inflation, Taxes and the End of the Star Manager Era
In this episode of Two Quants and a Financial Planner, we return to our Fact of Fiction framework. We cover a diverse set of investing and financial planning topics that…
The Double-Edged Sword of Trend Following
In this episode of Two Quants and a Financial Planner, we dive deep into the world of trend following investment strategies. We explain what trend following is, discuss the potential…
The Importance of Managing Drawdowns in Retirement
In this episode of Two Quants and a Financial Planner, we dive into the important topic of withdrawal rates and retirement planning. We discuss how Monte Carlo simulations can help…
An In Depth Look at Low Volatility Investing
In investing, there is supposed to be a clear tradeoff between return and risk. Strategies that reduce risk are also supposed to come with a corresponding reduction in return But…
Lessons from Danny Kahneman | Investing in Practice Rather Than Theory
When we start in the investing world, many of us think building the perfect investment strategy is about data and numbers and theory. We think the strategy that works best…
10 Lessons From Warren Buffett's Annual Letter
Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a…
Ten Simple Lessons from Fama and French
Academic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this…
The S&P 500 Is Highly Concentrated | Should You Be Worried?
The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going…
Show Us Your Portfolio: Bob Elliott 🔍
In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio.…