Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a…
Tag: The Education of a Financial Planner
Ten Simple Lessons from Fama and French
Academic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this…
The S&P 500 Is Highly Concentrated | Should You Be Worried?
The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going…
Show Us Your Portfolio: Bob Elliott 🔍
In this episode of Show Us Your Portfolio, we speak with Unlimited Funds founder Bob Elliott. We discuss the unique multi strategy approach he uses to manage his personal portfolio.…
David Einhorn Says the Market is Broken | We Debate Whether He is Right
In a recent appearance on the Masters in Business podcast, David Einhorn claimed that the stock market is broken. He discussed how he has adjusted his strategy to reflect his…
The Intentional Investor | Justin Castelli
In our Show Us Your Portfolio series, we have take a deep dive into the investment strategies of many great investors. But one thing we noticed was missing from those…
The Two Sides of Risk | And How to Manage It
We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from…
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds
Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The…
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More
In our first “Fact of Fiction” episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and…
The Key Criteria to Look at When Evaluating Active ETFs
Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The…