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27 minutes
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английский
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59 серий
с 3 июля 2025 г.
episodic

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Episode 59: What happens when you rethink how financial advice is delivered—and how an industry comes together? Josh Brown, CEO of Ritholtz Wealth Management, talks about the evolution of modern wealth management, the changing role of financial advisors, and the story behind one of the industry…

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Episode 58: Any financial professional who joined the industry a week after Black Monday—when the stock market suffered its biggest single-day loss—knows something about investment discipline. Blaine Lourd, founder and CEO of Los Angeles-based LourdMurray, vividly remembers studying for a certi…
Episode 57: How much of your portfolio should really be invested in alternatives? For ultra-high-net-worth investors and families, alternative investments have long been viewed as a path to diversification, exclusive access, and potentially higher returns. But are they always worth the complexity,…
Episode 56: If you and your partner know what you really want out of life, will your investment strategy help you get there? It absolutely should, say financial advisors Marc and Alison Campbell, who are based in Southern California. The first step, naturally, is figuring out the first thin…
Episode 55: Successful long-term investing is less about predicting the future and more about having the discipline to follow a clear, consistent investment philosophy. Randy Hardy, a financial advisor based in Chicago, shares lessons from more than two decades on both the institutional and adviso…
Episode 54: Do you have a plan for your wealth? And, if so, are you prepared to share that plan with your family? These questions are especially important for high-net-worth families. When millions of dollars are at stake, a family wealth plan should help address how the money will be inves…
Episode 53: Are you familiar with "The Death of Equities," an infamous financial magazine headline from August 1979? If not, Weston Wellington, a former vice president at the global investing firm Dimensional Fund Advisors, may want a word. Wellington, who retired this year, frequently hailed thi…
Episode 52: People in their 20s, 30s, and 40s don't have it easy when trying to figure out the best ways to spend, save, and protect their money. Life often comes at you fast. New relationships, new jobs, new family members, new homes, new bank accounts, all wrapped up in new worries. Kelly Kling…
Episode 51: Why do many investors pull their hair out worrying about where the stock market is headed? Dimensional Founder and Chairman David Booth knows it's an ongoing problem. He also believes it's unnecessary. In his new book, "Stay Calm: Learn to Embrace Uncertainty in Investing and Life," B…
Episode 50: Is investing in exchange-traded funds or mutual funds an either/or choice? Not anymore. Thanks to the recent debut of actively managed ETF share classes—which are tacked onto mutual funds—investors will get multiple access points to an increasing number of fund strategies. Not many f…
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