SA For FAs
SA 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 macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
151
Retirement Advisor: The ‘Right’ To Social Secur...
Financial 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...
6 min
152
The Asset Allocator: The Yale Endowment’s Excel...
The 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...
5 min
153
Retirement Advisor: Gen Xers Falling Behind
A Schwab survey of its own plan participants reveals that Gen Xers, aged 39 to 54, are stretched thin, saving little but expect to require large sums for retirement. This group is also heavily indebted. This podcast (5:24) argues that a situation this...
5 min
154
The Asset Allocator: Taking Stock
Looking 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...
4 min
155
The Asset Allocator: Learn To Love A Low Yield
Bond 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...
5 min
156
Behind The Idea Reviews Joel Greenblatt’s ‘You ...
Seeking 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...
38 min
157
The Asset Allocator: Behind The Idea Reviews Jo...
My 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,...
47 min
158
Retirement Advisor: Help, I Need Somebody…Not J...
Advisors 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....
5 min
159
The Asset Allocator: Your True Preferences
A 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...
5 min
160
Retirement Advisor: Count What Others Are Disco...
Investors 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...
18 min
161
The Asset Allocator: The Fed’s Next Move
The 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...
4 min
162
Retirement Advisor: Don’t Be A Statistic
Ronald 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...
4 min
163
The Asset Allocator: Behind The Idea Reviews "Y...
I 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...
65 min
164
The Asset Allocator: Behind The Idea Reviews “Y...
Today 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...
45 min
165
Retirement Advisor: Aggressive vs. Conservative...
Citing 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....
4 min
166
The Asset Allocator: Some Cash For Potash, And ...
My 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...
7 min
167
Retirement Advisor: Sometimes You Insure
The 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...
6 min
168
The Asset Allocator: Not In The Mood To Invest
Today’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...
5 min
169
Retirement Advisor: Changed Thinking, Changed B...
In 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...
3 min
170
The Asset Allocator: Are Index Funds Really Lik...
Financial 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...
5 min
171
Retirement Advisor: How UBS’s Michael Crook Kee...
UBS 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...
25 min
172
The Asset Allocator: A Stock That Could Hold Up...
I 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...
8 min
173
Retirement Advisor: Small Steps For Young Inves...
Ever 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...
5 min
174
The Asset Allocator: Preparing For The Coming D...
Ray 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...
7 min
175
Retirement Advisor: Convenience vs. Commitment
Fortune dubs Schwab’s new advisory offering, consisting of robo-allocation and unlimited access to a CFP, as a Netflix-style subscription model. It’s low-priced and attracting assets, but is it the right approach? This podcast (5:27) suggests that...
4 min