In this episode of the Education of a Financial Planner, we take a detailed look at Monte Carlo simulation and how it is used in retirement planning. The look at…
Talking Technical Analysis with Katie Stockton
In this episode we talk technical analysis with Fairlead Strategies founder Katie Stockton. As fundamental investors, this one was a great learning experience for us as we covered a wide…
AI Can’t Beat The Market
Industries across the board are experimenting with AI with varying degrees of success, but one area that it hasn’t conquered yet is beating the market, reports an article in The…
Broaden Your Horizons Like Buffett
Investors often prefer to keep their investments within the borders of their home country, and in the U.S. that’s not difficult to do given the attractiveness of the U.S. stock…
BlackRock Drops 60/40 Portfolio
As inflation remains elevated and interest rates stay high, BlackRock Inc. is forgoing the traditional 60/40 portfolio and turning to public and private investments instead, reports an article in Bloomberg.…
The Market Vs. AI
A lot has been written about AI and its impact on the financial industry in recent weeks, and an article in Financial Times tries to separate realistic fact from overblown…
Inside the High Yield Debt Market with Rajay Bagaria
In this episode, we talk high yield debt investing with Rajay Bagaria, CIO of Wasserstein Debt Opportunities and author of “High Yield Debt: An Insider’s Guide to the Marketplace.” We…
The Importance of Asset Location
Most investors pay close attention to their asset allocation. And that makes sense since research has shown that the asset classes a portfolio is allocated to drive the majority of…
The “Well-Rested Investors Are Better Investors” Myth Debunked
It’s a common piece of advice that investors should only invest in riskier assets as far as they are comfortable, but in a video on the Fisher Investments’ YouTube channel,…
JPMorgan: Shift Out Of Growth Into Value
In an interview on BloombergTV, JPMorgan’s head of Asia Pacific Equity Research James Sullivan says a shift out of growth stocks and into value stocks is underway. Sullivan points out…