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.
176
The Asset Allocator: Dip-Buying Mexico
Mexico appears third from last in Seeking Alpha’s list of country ETFs over the past year, above Nigeria and Pakistan, and may be ripe for an upward rotation. Mexico appears to working with the U.S. more effectively than other countries today, and...
6 min
177
Retirement Advisor: Retirement In A Material World
In 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)...
4 min
178
The Asset Allocator: Embracing Pain (Podcast)
The 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 –...
4 min
179
Retirement Advisor: Retiring At The Worst Possi...
UBS’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...
5 min
180
The Asset Allocator Advisor: Thoughts On The Qu...
The 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...
5 min
181
Retirement Advisor: Paula Hogan On Safety-First...
Paula 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...
16 min
182
The Asset Allocator: We Are All Keynesians Now ...
Germany’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...
5 min
183
Retirement Advisor: Discipline, Not Data
BlackRock 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...
4 min
184
The Asset Allocator: What Now
Falling 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...
4 min
185
Retirement Advisor: Another Possible Reason for...
Retirement 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...
6 min
186
The Asset Allocator: A Better Way To Reckon Risk
The 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...
4 min
187
Retirement Advisor: Economic Reality Is No Barr...
Morgan 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...
5 min
188
Retirement Advisor: Decumulation
For 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...
4 min
189
The Asset Allocator: Portfolio Catastrophe
I 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...
5 min
190
Retirement Advisor: Make Large Goals Achievable
A 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...
6 min
191
The Asset Allocator: Dalbar’s Louis Harvey On W...
Investment 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...
13 min
192
Retirement Advisor: Prince Harry and China’s Re...
Britain’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,...
4 min
193
The Asset Allocator: From Free Enterprise And F...
An 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...
5 min
194
Retirement Advisor: Retirement Nightmares
In 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...
6 min
195
The Asset Allocator: Of Models And Marketing
BlackRock’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...
6 min
196
Retirement Advisor: Paralysis Hampers Pre-Retir...
The Alliance for lifetime Income has released a new survey reflecting Americans’ retirement anxieties. This podcast (6:10) argues that financial advisors should reach out to pre-retirees with an offer to help determine how much they can spend in...
5 min
197
The Asset Allocator: Victor Haghani Of Elm Part...
Victor 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...
14 min
198
The Asset Allocator: The Difference Between Gol...
Now 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...
5 min
199
Retirement Advisor: Underfunded
The House of Representatives last week approved a plan that would shore up multiemployer pensions serving 1.3 million blue-collar Americans, and permitting investing borrowed taxpayer money in the stock market. According to the Heritage Foundation,...
7 min
200
Retirement Advisor: Is Trust Enough To Motivate...
A 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...
5 min