September 15, 2020
Six Lessons New Robinhood Traders Could Learn From Peter Lynch
In this podcast episode, we discuss some investing lessons that these new traders could learn from legendary investor Peter Lynch.
September 15, 2020
How Diversification Works
September 11, 2020
What to Do If You Don’t Have a 401(k)
Evaluating the best options for tax-efficient–and automatic–savings outside of a company retirement plan.
September 8, 2020
The Different Shades of Active Management
Active management deserves all the criticism it gets. After all, over 80% of equity managers underperform their benchmarks over the long-term and active managers charge vastly higher fees compared to passive indices.
September 3, 2020
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
September 3, 2020
Navigating Family Dynamics: Multigenerational Wealth
This podcast discusses the challenges of multigenerational wealth. Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
August 28, 2020
Why Is The Structure Of The Stock Market So Complicated?
The unfortunate reality of the U.S. stock market is it is extremely complicated. There are exchanges. Broker-dealers. Dark pools. High-frequency traders. Alternative trading systems.
August 28, 2020
Selling Your Securities by Writing Covered Call Options
August 27, 2020
Income Generator: Security Income with Fixed Income
This podcast features a discussion about income. What it is, where to find it in today’s low-yield world, and how different fixed-income strategies can be used by investors.
August 25, 2020
The Pros and Cons of Direct Indexing
August 21, 2020
Dollar-Cost Averaging: A Formula for Consistent Investing
Many younger investors may be financially unable – or emotionally unready – to invest large sums of money in the market all at once. Retirement Director Ben Rizzuto explains how dollar-cost averaging can provide a useful approach.
August 20, 2020
Mental Accounting: Engaging Clients with Bucket Planning
In this episode: Six actionable steps to help clients develop a personal bucket plan, and more!
August 18, 2020
Writing Covered Call Options: An Introduction
August 14, 2020
Webinar – GreenTraderTax – How To Be Eligible For Substantial Tax Savings As A Trader
August 13, 2020
Explaining VIX and VXN
August 11, 2020
Have the Fed, Narratives and Passive Flows Broken Fundamental Investing?
Valuing a company (or the market in general) typically involves looking at its price and judging that price relative to its current and projected future fundamentals. In this episode, we talk about some of these factors, how they have impacted the market, and what they might mean for the future.
August 11, 2020
When to Take a Loss
You don’t want to dig yourself into a hole you can’t reasonably trade your way out of. But how, exactly, do you do it? Let’s go over two ways.
August 7, 2020
Stock Repair Strategy Using Options
August 6, 2020
A Core Strategy with Value Prices
August 4, 2020
More About Stock Splits, and Some About Reverse Stock Splits
August 4, 2020
When Fundamentals Don’t Matter
July 31, 2020
How Stable Is Your Fixed Income?
July 28, 2020
The Danger of Learning From Your Mistakes
The process of learning from your mistakes is an important part of improving yourself over time both as an investor and as a person. But it requires that you learn the right lessons and don’t draw the wrong conclusions from your failures.
July 28, 2020
How to Choose the Right 529 Portfolio for Your Future College Student
The sooner you can begin funding your child’s higher education, the more time that money has to grow. But every family is different, and the college savings strategy that works for one family may not be right for another.
July 24, 2020
Why the Transition Away from LIBOR Matters
July 17, 2020
Prospecting in the “New Normal”
The traditional model of prospecting, which relied on face-to-face contact, could soon be a thing of the past. Knowledge Labs® Director Lindsay Troxell and Head of Professional Development Michael Futterman explain how financial professionals can shift their approach to attracting new clients and position their businesses to benefit from change.
July 14, 2020
Excess Returns: Is the Price/Book Ratio Dead?
The rise on intangible assets and other factors have led many to question whether the price/book ratio has value any more.
July 10, 2020
