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.…
Tag: Featured
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…
The (Risk-Adjusted) Returns Come Out at Night with Bruce Lavine
You might think that the return profile of the market looks similar during the day and overnight. But research has shown that isn’t the case. In this episode, we discuss…
The Surprising Investment Factor That Defies the Risk-Return Tradeoff
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of…
The Most Important Things to Know About College Planning
In this episode of the Education of a Financial Planner, we discuss the basics of college planning. We discuss 529 plans, UTMAs an UGMAs, financial aid and a lot more.…
Show Us Your Portfolio: Corey Hoffstein
In our latest Show Us Your Portfolio episode, we speak with Newfound Research founder Corey Hoffstein. We discuss how he constructs his personal portfolio and how he applies concepts like…
The Basics of Goals-Based Financial Planning
In this episode, we talk about the basics of goals-based planning. We discuss how to define goals, how to balance multiple goals, how to think about future return assumptions and…
The Four Pillars of Macro with Andy Constan
In this episode we speak with Damped Spring Advisors founder Andy Constan. Andy has built a unique macro framework that incorporates growth, inflation, flows and risk premia. We discuss a…
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love…
A Deep Dive Into Earnings Quality with Columbia Professor Doron Nissim
Many investors take for granted that the earnings and other financial data that companies report provides an accurate representation of their business and its future. But the reality is that…