All Episodes
SA For FAs — 366 episodes
Best Practices: Handling Speculation Demand Among Younger Clients
The Asset Allocator: DIY Disasters Are Avoidable
The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk
The Asset Allocator: Intel’s Cure Precedes Its Illness
The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers
The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’
The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity
The Asset Allocator: Ambev - A Major Brewery, Excellent Value
The Asset Allocator: A Peaceful Portfolio
The Asset Allocator: Prediction Is Fiction
The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory
The Asset Allocator: International Real Estate And Commodities At A Reasonable Price
The Asset Allocator: Trepidation About Inflation
The Asset Allocator: Know Who You’re Up Against
The Asset Allocator: Alternative Currencies (Podcast)
Retirement Advisor: Inspiration For Advisors
Retirement Advisor: Desperate For Income
Retirement Advisor: An Untapped Network
Retirement Advisor: Famous Last Words
Retirement Advisor: Don’t Fear Retirement
Retirement Advisor: Public Finances And Your Retirement Location
Retirement Advisor: Some Risks Are Unaffordable
Retirement Advisor: How MassMutual’s First Responders Handled The Crisis
Retirement Advisor: More Important Than ‘Time In The Market’
Retirement Advisor: Memo To Calpers – Don’t Leverage Retirement Funds
Retirement Advisor: When Is Enough Enough?
The Asset Allocator: An Outside Perspective
The Asset Allocator: 3 Planning Strategies For Times Of Crisis
Retirement Advisor: A PSA For The Financially Distracted
The Asset Allocator: What Advisors Need To Know About The Mortgage Market
The Asset Allocator: Magnifying Volatility
The Asset Allocator: A Guide To Reality (Podcast)
Retirement Advisor: When Aggressive Is Excessive
The Asset Allocator: A Time For Leadership
The Asset Allocator: A 3-Step Path To Recovery
Retirement Advisor: A Teachable Moment
Retirement Advisor: Subject To Interpretation
The Asset Allocator: The Pressure Has Been Building
The Asset Allocator: Coping With The Crisis
Retirement Advisor: The 8% Rule
The Asset Allocator: Mayport’s Adam Grossman On Financial Advice In Exciting Times
Retirement Advisor: A More Ideal Retirement
The Asset Allocator: Wrong For Too Long
Retirement Advisor: Coronavirus Considerations
The Asset Allocator: Do You Believe In Yesterday?
Retirement Advisor: Countercultural Cash
The Asset Allocator: At What Price Do You Get In?
Retirement Advisor: Unleashing Your Inner 50-Year-Old
The Asset Allocator: Keep Your Head When All About You Are Losing Theirs
Retirement Advisor: Where Have The Late Boomers’ Retirement Gone?
The Asset Allocator: Dalbar Rethinks Asset Allocation
Retirement Advisor: Bad News, Good Guidance
The Asset Allocator: Comfort Stocks
Retirement Advisor: Come On The Amazing Journey
The Asset Allocator: Bad News Is The Best Time To Buy
Retirement Advisor: 4 Tropes Clients Get Stuck On
The Asset Allocator: Between A Rock And A Hard Place
Retirement Advisor: Rob Isbitts On ‘Tapping The Brakes’ Before Retirement
The Asset Allocator: The Cost Of Criminalizing Innovation
Retirement Advisor: Little Leak Leads To Large Losses
The Asset Allocator: An Election-Year Market
Retirement Advisor: Paying For Your Parents’ Retirement
The Asset Allocator: BBB-Rated Bonds And Other Risks You Might Not Have Thought About
Retirement Advisor: Something Is Right-On In Denmark
The Asset Allocator: Macroeconomics And Cheese (Podcast)
Retirement Advisor: Bias or Habit?
The Asset Allocator: Ian Bezek Prioritizes Quality
Retirement Advisor: Realize Your Potential
The Asset Allocator: A Cheesy Idea
Retirement Advisor: ‘Embarrassed’
The Asset Allocator: Shale-Oil Stocks
Retirement Advisor: Where To Retire
The Asset Allocator: A Bigger Threat Than The Coronavirus
Retirement Advisor: The Deceptive Certainty Of Retirement Calculators
The Asset Allocator: How To Make Decisions
Retirement Advisor: The Advice Advantage
The Asset Allocator: Tendencies Reassert Themselves
Retirement Advisor: The Centenarian Club
The Asset Allocator: Jonathan Clements On How Advisors Add Value
Retirement Advisor: A Tale Of Two Retirements
The Asset Allocator: Elliott Asset Management’s Love For Hated Investments
Retirement Advisor: Pitfalls Of Early Retirement
The Asset Allocator: Sucker-Punches, Chest-Beating And Portfolio Stability
Retirement Advisor: ‘Good Trades’
The Asset Allocator: Mark Elzweig On How To Be A Happy Advisor
The Asset Allocator: The Trouble With Macro-Analysis
Retirement Advisor: Unrealistic Expectations
The Asset Allocator: As Geopolitical Tension Escalates
Retirement Advisor: Decade Of The ‘Young-Old’
The Asset Allocator: Process Precedes Stockpicking
Retirement Advisor: When To Spend
The Asset Allocator: Filtering Portfolio Ideas
Retirement Advisor: Retirement Income Planning For Dummies
The Asset Allocator: My Top ETF Pick For 2020
Retirement Advisor: Income Projection – An Idea Whose Time Has Come
The Asset Allocator: Both Stocks And Real Estate
Retirement Advisor: Should Gen Z Save For A Home Or Retirement First?
The Asset Allocator: Let’s Not Forget About Commodities
Retirement Advisor: Marcia Mantell On What Women Need To Know About Social Security
The Asset Allocator: Mapping, Rather Than Tripping Over, Your Emotions
Retirement Advisor: Client Hand-Holding
The Asset Allocator: An Idiosyncratic Approach To Foreign Investing
Retirement Advisor: Mark Mappa Maintains ‘Cash Flow Is King’
The Asset Allocator: A Fine Analysis From J.P. Morgan
Retirement Advisor: Three Unknowns
The Asset Allocator: The UK’s Lose-Lose Elections
Retirement Advisor: Thoughts On A Visit With A 95-Year Old
The Asset Allocator: Chile - A Value Country ETF
Retirement Advisor: Prevailing Over Paralysis
The Asset Allocator: Dalbar’s Investor Panic-Relief Tool
Retirement Advisor: The Gift Of Gradualism
The Asset Allocator: Mebane Faber - All-Time Highs Are ‘Nothing To Be Afraid Of’
Retirement Advisor: Thanksgiving For Advisors
The Asset Allocator: Yield Vs. Safety
Retirement Advisor: Harbor Crest’s Mike Hennessy On Purposeful Planning
Retirement Advisor: Between A Lump Sum And An Annuity
The Asset Allocator: Do Your Clients Respect You?
Retirement Advisor: Lump Sum Or Annuity?
The Asset Allocator: Debt And The Stock Market
The Asset Allocator: Next Big Thing Or A Sure Thing?
Retirement Advisor: ‘Unretirement’
The Asset Allocator: Patience Is An Investing Virtue
Retirement Advisor: The Price Of Liberty Is An Advisor’s Vigilance
The Asset Allocator: Why Buy Negative-Yielding Bonds?
Retirement Advisor: Is The Retirement Crisis Overstated?
The Asset Allocator: Why We Diversify
The Asset Allocator: Allocation Or Avoidance?
Retirement Advisor: Surviving And Thriving
The Asset Allocator: Ron DeLegge On The Character Traits of Great Investors
Retirement Advisor: Homeownership Helps
The Asset Allocator: Harry Dent’s Case For ‘The Crash Of A Lifetime’
Retirement Advisor: Navigating Disruption (Podcast)
The Asset Allocator: Cautiously Pessimistic
Retirement Advisor: Attracting Clients
The Asset Allocator: When To Buy Gold
Retirement Advisor: Moving The Needle
The Asset Allocator: BeFi-Bewildered Advisors
Retirement Advisor: Living In A Van Down By The River
The Asset Allocator: Buying When Everyone’s Selling
Retirement Advisor: Knowing Where You’re Going
The Asset Allocator: Best Advisors, Part III
The Asset Allocator: Best Advisors, Part II
The Asset Allocator: Best Advisors, Part 1
The Asset Allocator: I Love Studies
Retirement Advisor: The Reluctance To Spend
The Asset Allocator: Of Market Tops And Other Entry Points
Retirement Advisor: Retrain Your Brain
The Asset Allocator: Google Collapse?
Retirement Advisor: Still Working After All These Years
The Asset Allocator: Conflicting Advice
Retirement Advisor: The ‘Right’ To Social Security
The Asset Allocator: The Yale Endowment’s Excellent Performance
Retirement Advisor: Gen Xers Falling Behind
The Asset Allocator: Taking Stock
The Asset Allocator: Learn To Love A Low Yield
Behind The Idea Reviews Joel Greenblatt’s ‘You Can Be A Stock Market Genius,’ Part 4
The Asset Allocator: Behind The Idea Reviews Joel Greenblatt’s ‘You Can Be A Stock Market Genius,’ Part 3
Retirement Advisor: Help, I Need Somebody…Not Just Anybody
The Asset Allocator: Your True Preferences
Retirement Advisor: Count What Others Are Discounting
The Asset Allocator: The Fed’s Next Move
Retirement Advisor: Don’t Be A Statistic
The Asset Allocator: Behind The Idea Reviews "You Can Be A Stock Market Genius," Part 2
The Asset Allocator: Behind The Idea Reviews “You Can Be A Stock Market Genius,” Part I
Retirement Advisor: Aggressive vs. Conservative – A False Dichotomy
The Asset Allocator: Some Cash For Potash, And Other Boring Products
Retirement Advisor: Sometimes You Insure
The Asset Allocator: Not In The Mood To Invest
Retirement Advisor: Changed Thinking, Changed Behavior
The Asset Allocator: Are Index Funds Really Like Subprime CDOs?
Retirement Advisor: How UBS’s Michael Crook Keeps Clients Coasting Toward Retirement In Choppy Markets
The Asset Allocator: A Stock That Could Hold Up In A Bear Market
Retirement Advisor: Small Steps For Young Investors
The Asset Allocator: Preparing For The Coming Decade
Retirement Advisor: Convenience vs. Commitment
The Asset Allocator: Dip-Buying Mexico
Retirement Advisor: Retirement In A Material World
The Asset Allocator: Embracing Pain (Podcast)
Retirement Advisor: Retiring At The Worst Possible Time
The Asset Allocator Advisor: Thoughts On The Quest For Yield
Retirement Advisor: Paula Hogan On Safety-First Wealth Management
The Asset Allocator: We Are All Keynesians Now (Podcast)
Retirement Advisor: Discipline, Not Data
The Asset Allocator: What Now
Retirement Advisor: Another Possible Reason for Taking Social Security Early
The Asset Allocator: A Better Way To Reckon Risk
Retirement Advisor: Economic Reality Is No Barrier To Retirement
Retirement Advisor: Decumulation
The Asset Allocator: Portfolio Catastrophe
Retirement Advisor: Make Large Goals Achievable
The Asset Allocator: Dalbar’s Louis Harvey On What Drives Investors To Lose Money
Retirement Advisor: Prince Harry and China’s Retirement Crisis
The Asset Allocator: From Free Enterprise And Free Trade To Just ‘Free’
Retirement Advisor: Retirement Nightmares
The Asset Allocator: Of Models And Marketing
Retirement Advisor: Paralysis Hampers Pre-Retiree Planning
The Asset Allocator: Victor Haghani Of Elm Partners On ‘Active Index Investing’
The Asset Allocator: The Difference Between Gold Miners And Plain Old Gold
Retirement Advisor: Underfunded
Retirement Advisor: Is Trust Enough To Motivate Clients?
The Asset Allocator: Economic Outlook
GlidePath Wealth Management Offers Safe Landing For New Retirees
The Asset Allocator: Factor Investing, Anyone?
Mission-Critical Lessons On Apollo 11’s 50th Anniversary
The Asset Allocator: Three Cheers For Expense-Ratio Wars
Retirement Advisor: An Aging Clientele
The Asset Allocator: The Pitfalls and Potential Of Model Portfolios
Retirement Advisor: A Social Security Supplement
The Asset Allocator Advisor: What Millionaires and Millennials Have In Common
Retirement Advisor: Cutting Costs While Raising Your Standard Of Living
The Asset Allocator: Look At Bonds’, Not Stocks’, Reaction To Powell’s Testimony
Retirement Advisor: 7 Key Points About Retirement Healthcare For FAs
The Asset Allocator: Don’t Fear The Yield Curve
Retirement Advisor: Think Tank Takes On Retirement Income
The Asset Allocator: Longest Expansion On Record – Now What?
Introducing Let's Talk ETFs: 'Aha' ETF Moments With ExponentialETFs' Phil Bak
Why 38% of Americans Rely on Financial Advisors
Cypress Financial Planning’s Evan Powers Cuts Through Active-Passive Debate
Retirement Advisor: The Week (June 24-28) In Review
The Asset Allocator: Of REITs And Real Estate
Retirement Advisor: How America Doesn’t Save
Retirement Advisor: Servo Wealth’s Eric Nelson Critiques Risk-Averse Investing
Retirement Advisor: A Slow And Clean Calculation Of Your Retirement Needs
Retirement Advisor: A Quick And Dirty Calculation Of Your 'Number'
Let’s Talk ETFs PREVIEW
The Asset Allocator: Resilient Portfolios For Fragile Investors
The Asset Allocator: The Allocation I Recommend To My Children
The Asset Allocator: Should Young Investors Hold 100% Equity Portfolios?
Retirement Advisor: Information Without Insight
Retirement Advisor: Motivation Trumps Information
The Asset Allocator: How To Beat An Index Fund, And Why For Most It’s Better Not To
The Asset Allocator: A Successful (So Far) Experiment In Active Management
The Asset Allocator: An Underappreciated Low-Vol, High-Return Strategy
Retirement Advisor: How FAs Can Fix The Retirement Crisis
The Asset Allocator: A Consequential, New Economic Policy
Retirement Advisor: Destination Retirement
The Asset Allocator: Pound Headed Toward Parity With The Dollar
Retirement Advisor: The ‘I’M SAFE’ Checklist (Podcast)
The Asset Allocator: What’s Wrong With Momentum Investing?
Retirement Advisor: Travel The World For Next To Nothing
The Asset Allocator: Don’t Dismiss Emerging Markets
Retirement Advisor: Reframing Today’s ‘Crisis’
The Asset Allocator: Does Global Diversification Still Work?
Retirement Advisor: What They Don’t Teach In Advisor School
The Asset Allocator: Deflation Protection Is Easy And Effective
Retirement Advisor: You Don’t Have To Put All Your Money To Work
The Asset Allocator: Commodity Spike Was Foreseeable
Retirement Advisor: Getting By With A Little Help From My Friends
The Asset Allocator: Japan – Opportunity Or Threat?
Retirement Advisor: Using Today’s Changed Economics To Your Advantage
The Asset Allocator: Steer Clear Of Short Funds And Investment Gurus
Retirement Advisor: The Commencement Message Grads Are Not Hearing
The Asset Allocator: If Your Purpose Is Safety, Why Reach For Yield?
Retirement Advisor: The Actuarial Tables Are Turning
Retirement Reform In The U.S., Innovation In Canada
Why Do Retirees Avoid Spending? Interview With Professor Dan Silverman
A Bigger Risk Than The U.S.-China Dispute
Forced Early Retirement
The Investor’s Guide To Mother’s Day
Tariffs 2.0: Trade-War Escalation Or Negotiating Tactic?
Today’s Cash For Tomorrow’s Income Stream
Your Retirement ‘Credit Score,’ And Social Security’s
Like Health, Like Wealth
Why Do We Call Money ‘Bread’?
The Happy Investor
The Difference 20 Years Can Make
Boomer Retirement Preparedness And Chilean Beaches
The Bank Of Mom And Dad
What Can You Do About An Insecure Retirement?
Has The Market Priced In The Impact Of Midwest Floods?
Protect Against Longevity Shock: An Interview With Moshe Milevsky
Spring Cleaning And Your Retirement Plan
San Diego’s Pension Crisis, And Ours
Start Investing When The Cost Of Failure Is Low
‘Your Complete Guide To A Secure And Successful Retirement’
Flying Cars And Disruptive Innovation
Race To Raise Taxes
High Income, Or Stable Income, In Retirement?
Roger Salus: A Perspective On Contemporary Economics
Lemmings And The Crisis Of Retirement
Make Investment Decisions You Can Live With
Washington and Lincoln as Investors
Does High Debt Mean Low Growth?
Financial Journalist Confessions
A Helpful New Direction In Retirement Research
A Stock-Market Teaching Moment
Your Portfolio In 2050
Daniel Amerman On Social Security, Medicare and Financial Repression
The No. 1 Retirement-Planning Problem
Using Apple Each Day Can Keep The Doctor Away
Jack Bogle Made Investors Money
Pros And Cons Of Owning Gold
Behavioral Economist Shachar Kariv: Investors Must Know Themselves
A Popular Way To Lose Money
Apple, China And A Teetering Global Economy
My Top Pick For 2019
These Are The Times That Try Investors’ Souls
Investors’ Last-Minute Holiday Shopping Guide
The ETF From Ipanema
Actuary Scott Witt On Why, (Why Not) And How To Buy An Annuity
Who Will Bail Out This Man?
Your Portfolio Strategy Shouldn’t Depend On The News
Toxic News And Your Retirement
Singing A Song Of Angry Men
Millennials Coping With Capitalism
How To Prepare For A Value Rally
What Regulation Does Apple’s CEO Fear?
A Conversation With Jeff Miller
Betting on Tejon Ranch
Is Now The Time To Buy Energy Stocks?
Is Now The Time To Scoop Up China Stocks?
Investors Need A Process, Not Predictions
Interview with Douglas Holtz-Eakin
A Talk With Shachar Kariv On Behavioral Economics
Reasons To Worry About U.S.–China Trade Tension
Is The Fed ‘Going Loco’?
Has Facebook Become A Piggybank For Regulators?
What Dolphins Can Teach Us About Increasing Worker Pay
Why Has Brexit Failed?
Watch Out For Soaring Oil Prices
Is Amazon A Bad Employer?
Emerging Markets, Debt And The Next Financial Crisis
Chicago’s Civic Senility
Rip Van Winkle Would Have Slept Through The FAANG Phenomenon
Cryptocurrencies’ Growing Pains
The Biggest Potential Threat To The World Economy
Of Musk And Machiavelli
Boycott the U.S.? Not Gonna Happen!
Not Even An Autocrat Can Reform Retirement
365 Ways To Be Mistaken About The Market
Facebook Fears Will Pass
The Market Significance Of U.S.-Russia Ties
Trillion-Dollar Deficit, Trillion-Dollar Market Cap
Forget About Trump-Putin, Look at the Dollar-Yuan
Self-Interest In The News
Long Knives In UK Politics Spells Falling Knives In UK Markets
Ready for Labor Day?
NAFTA is Toast
30- And 40-Somethings And Retirement
Brexit, Two Years On
Oil Market Surprise: The U.S. and Saudi Arabia Act In Concert To Lower Prices
Why I Bought A South Korea ETF Today
Financial Advice For College Students
Trump And Trudeau Act Out World’s Economic Drama
U.S. Should Cut Tariffs To Protect Its Competitive Edge
A Tale of Financial Rehabilitation
Pre-Retirees Join Robots In Shouldering Work Burden
Saudi Arabia, Russia, Iran Sanctions And Oil Prices – A Geo-Economics Case Study
A Memorial Day Portfolio
Healthcare and Wealthcare
An Unobvious Implication Of Record Low Fertility
Behavioral Finance Made Simple
Key To Success For New Grads
Not Yet Investing Enough?
Deutsche Bank Warns U.S. Drifting Into Debt Crisis
Korea Deal’s Message For Markets
Get Off The Dependency Train
No Upside For UK Economy
Syria A Serious Threat To World Markets
CBO: $1 Trillion Deficit
Rates Rise, But Dollar Falls?
Thoughts On Money Management, Fees and Behavioral Pitfalls From An Advisor To Celebrities
Laurence Kotlikoff: ‘Our Country, Frankly, Is Bankrupt’
What Bear Stearns And Barron’s Can Teach Us About Amazon
Economic Populism Taking Root
Trade War