On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one…
Tag: Featured
How Regular Investors Should Think About Alternatives to Stocks and Bonds
With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us…
What Would Your Investing Obituary Say?
By Justin Carbonneau (@jjcarbonneau) — At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His…
Show Us Your Portfolio: Mike Green
In this episode we talk to Simplify Asset Management’s Mike Green about how he manages his personal portfolio. We discuss Mike’s macro-based approach and how he has implemented it using…
Using Variable Withdrawal Rate Strategies in Retirement
Many investors are familiar with the 4% rule and fixed withdrawal rate retirement strategies. But in the real world, maintaining a fixed withdrawal rate is rarely the way things actually…
Show Us Your Portfolio: Jason Buck
In this episode we speak with Mutiny Funds co-founder Jason Buck about how he manages his personal portfolio. Jason couldn’t find any publicly available funds that were running the unique…
Retirement Planning with Monte Carlo: Inputs, Interpretation and Limitations
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…
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…
