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.
201
The Asset Allocator: Economic Outlook
The International Monetary Fund’s economists just released their semi-annual World Economic Outlook, downgrading global growth and world trade projections. This podcast (6:11) argues that advisors managing clients’ money should probably heavily...
5 min
202
GlidePath Wealth Management Offers Safe Landing...
Ronald Surz has just started GlidePath Wealth Management with the belief that investors need advisors and advisors need better models. In this podcast interview (9:28), Surz suggests that Modern Portfolio Theory, now 65 years old, may itself be in...
8 min
203
The Asset Allocator: Factor Investing, Anyone?
Seeking Alpha contributor Victor Haghani takes on the sacred cow of factor investing, noting the investment craze’s five-year underperformance bears watching by money managers. This podcast (5:27) sees value in cutting edge academic finance, but...
4 min
204
Mission-Critical Lessons On Apollo 11’s 50th An...
As the moon landing was to America, so too is the giant leap of retirement readiness that occurs through the small steps of your clients. This podcast (5:53) argues that small efforts continue to appear small even at intermediate stages, but lead to...
5 min
205
The Asset Allocator: Three Cheers For Expense-R...
Fidelity Investments has introduced five new index funds, most of them sporting expense ratios of just 5 basis points. Because advisors no longer serve as gatekeepers to products, and those products are becoming nearly free, there’s no reason...
4 min
206
Retirement Advisor: An Aging Clientele
An aging society means aging clients, which creates a business concern for advisors. This difficulty actually presents an opportunity for advisors to distinguish their service to this population by acknowledging and counteracting some of the...
5 min
207
The Asset Allocator: The Pitfalls and Potential...
Asset management firms and investment research services, large and small, are increasingly offering model portfolios for advisors. Does outsourcing the portfolio undermine the advisor’s value or does it free advisors to focus on financial planning?...
4 min
208
Retirement Advisor: A Social Security Supplement
In an article in The Atlantic, law professors Ganesh Sitaraman and Anne Alstott propose an intriguing fix to America’s retirement crisis, which sort of nudges workers into saving more without imposing costs on business or government, hence lowering...
4 min
209
The Asset Allocator Advisor: What Millionaires ...
An organization that mines the investment wisdom of millionaires reveals that they are not immune from the common misunderstandings about investing. At the same time, a separate study of millennials reflects an honest appraisal of that...
4 min
210
Retirement Advisor: Cutting Costs While Raising...
Edd and Cynthia Staton writing on Next Avenue tell the story of how moving from Las Vegas to Cuenca, Ecuador has enabled them to live an upscale lifestyle on a Social Security budget of less than $2,000. But for Americans not keen on uprooting...
6 min
211
The Asset Allocator: Look At Bonds’, Not Stocks...
Jerome Powell is set to testify before the House Financial Services Committee today, and the mood among stock traders and asset managers is glum. Morgan Stanley, for example, has cut its allocation to global equities, and cites the Fed as the key item...
5 min
212
Retirement Advisor: 7 Key Points About Retireme...
A Healthview Services whitepaper makes the case for financial advisors to incorporate healthcare into their clients’ retirement plans with seven key points. This podcast (6:23) relates Healthview Services’ view that advisors who provide their...
5 min
213
The Asset Allocator: Don’t Fear The Yield Curve
The headline of an article appearing on Slate last week screamed: “The Single Most Reliable Recession Indicator of the Past 50 Years Has Officially Started Blaring.” But should we be worried about the inverted yield curve based on a small sample...
5 min
214
Retirement Advisor: Think Tank Takes On Retirem...
New retirement research Brookings makes some advisor-relevant points regarding how we look at longevity; how we frame lifetime income; and how we situate such income in a portfolio.This podcast (5:38) reports that public-policy-oriented academics...
5 min
215
The Asset Allocator: Longest Expansion On Recor...
Economists, investment strategists and market commentators make it sound as though our portfolio moves depend on a view of U.S.-China trade talks and the like. But advisors generally understand that the key criterion is the client’s objective,...
4 min
216
Introducing Let's Talk ETFs: 'Aha' ETF Moments ...
On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked...
5 min
217
Why 38% of Americans Rely on Financial Advisors
According to a recent survey by the Transamerica Center for Retirement Studies, 38% of Americans use a financial advisor, primarily for retirement investment recommendations, general financial planning and calculation of savings goals. But isn’t...
3 min
218
Cypress Financial Planning’s Evan Powers Cuts T...
In this podcast interview (15:13), Evan Powers, a financial advisor and principal of Cypress Financial Planning, explains his view that, with 3 million stock indexes in the world vs. just 40,000 stocks, just choosing the benchmark is 70 times more...
14 min
219
Retirement Advisor: The Week (June 24-28) In Re...
This week we’ve explored whether retirement investors are too conservative; what we should invest in reading; Vanguard’s assessment of its own retirement-plan investors; and whether REITs are sufficiently similar to physical real estate. This...
6 min
220
The Asset Allocator: Of REITs And Real Estate
A reader asks: Do REITs function in an asset allocation as physical real estate does? My answer is no: The research literature indicates a very high correlation of returns between REITs and small-cap value stocks. But this podcast (6:30) “thinks...
5 min
221
Retirement Advisor: How America Doesn’t Save
This podcast (5:37) suggests three takeaways from Vanguard's new 121-page “How America Saves” report: That those 65 and older have saved just $58,000; that the gap between the wealthiest and everyone else is wide; and that, though only a few are...
5 min
222
Retirement Advisor: Servo Wealth’s Eric Nelson ...
Eric Nelson of Servo Wealth Management argues that retirement investors are too risk-averse. In this podcast interview (16:20), the highly opinionated advisor argues that retirement investors assume they cannot afford the risk that they might lose...
15 min
223
Retirement Advisor: A Slow And Clean Calculatio...
Back-of-the-envelope calculations – as discussed in yesterday’s podcast – may be good conversation starters, but it is often worthwhile to get advice and service that dot every I and cross every T. This podcast (5:12) suggests that people...
4 min
224
Retirement Advisor: A Quick And Dirty Calculati...
Retirement savers generally want to know what large “number” they need to fund their retirement. But people live their whole lives based on a monthly income, and it is on the basis of that small number that we can try to arrive at the bigger one....
4 min
225
Let’s Talk ETFs PREVIEW
Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best...
0 min