Ben Carlson of Ritholtz Wealth Management shares the one lesson he would teach the average investor. See Full Interview with Ben Carlson
Investing Shorts: The Importance of Human Capital
Corey Hoffstein discusses the importance of human capital in an investing portfolio. See Full Interview With Corey Hoffstein
What Investors Need to Know About FDIC and SIPC Insurance
In this episode of the Education of a Financial Planner, we discuss FDIC and SIPC insurance and the other protections available for investors. Watch on YouTube Listen on Apple Podcasts…
Echo Bubbles Resound Through The Market
While die-hard tech stock fans are positing that the recent rally means the worst is over and the boom is back, the latest rebound is more likely an “echo bubble”—a…
How To Time Buying & Selling Just Right
Research shows that investors tend to have lousy timing when buying or selling mutual funds, performing worse under the pressure of high volatility and doing better with more middle-of-the-road funds,…
Learning From Buffett’s Mistakes
While Warren Buffett’s annual letter to Berkshire Hathaway shareholders last month lacked any earth-shattering news, it was the shortest letter the legendary investor has written in 44 years and proclaimed…
In Spite of Losses, ARK Fund Tops $300m in Fees
Though it’s lost nearly $10 billion of investors’s money, the flagship ETF from Cathie Wood’s Ark Investment Management has garnered over $300 million in fees since it launched 9 years…
Building an Inflation Fighting Portfolio With Dave Schassler
With inflation returning after being dormant for decades, many investors have had a renewed interest in adding inflation fighting assets to their portfolios. But figuring out how to do that…
What Investors Need to Know About the Collapse of Silicon Valley Bank with Cullen Roche
With the failure of Silicon Valley Bank last week, we wanted to do a special episode to better understand what happened, and what all of us can learn from it.…
Retirement Planning for Young Investors
In this episode of the Education of a Financial Planner, we discuss the key considerations investors should keep in mind when planning for retirement early in their careers. We discuss…