In this episode, we look at the basics of franchising with FranNet’s Ben Terrill. We discuss the types of businesses that can be setup via franchising, the pros and cons…
Tag: The Education of a Financial Planner
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership
In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered…
Roth Conversions | What Investors Need to Know
In this episode, we are joined by Sunpointe’s Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the…
The Many Sides of Diversification: Spreading Your Bets Across Stocks, Factors and Asset Classes
The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be…
Direct Indexing | How it Works and Whether It Is Worth It for Investors
Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial…
Breaking Down the Greatness of Warren Buffett
Warren Buffett just celebrated his 93rd birthday. And for most of his life, he has been demonstrating the power of disciplined investing and compounding to all of us. In this…
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis
Many Americans rely on 401k plans as the primary source to fund their retirements. But many also don’t understand the behind-the-scenes details that play a significant role in the outcomes…
Untangling the Challenging Rules of Inherited IRAs
Inherited IRAs can be very challenging for investors to understand. Not only are there a series of different rules that govern how money must be withdrawn from them in each…
A Quant and a Financial Planner Discuss Factor Investing
In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are,…
The Truth About Market Forecasts (And Dollar Cost Averaging)
In this episode we tackle two topics that can impact investors as they seek to build long-term wealth. We first look at the idea of annual stock market forecasts. We…