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Best Practices: Handling Speculation Demand Among Younger Clients SA For FAs
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Best Practices: Handling Speculation Demand Among Younger Clients

Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his...

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The Asset Allocator: DIY Disasters Are Avoidable SA For FAs
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The Asset Allocator: DIY Disasters Are Avoidable

The huge and rapid across-the-board gains of the current market make now the most relevant time...

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The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk SA For FAs
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The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk

Ron Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance...

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The Asset Allocator: Intel’s Cure Precedes Its Illness SA For FAs
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The Asset Allocator: Intel’s Cure Precedes Its Illness

Intel’s detractors criticize the company for falling behind competitors in data-center sales, for...

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The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers SA For FAs
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The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers

Veteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the...

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The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’ SA For FAs
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The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’

The Fed’s interventionist policies are the primary source of our current “everything rally,” and...

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The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity SA For FAs
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The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity

At a time when oil majors are facing increasing pressure to reduce greenhouse-gas emissions, a...

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The Asset Allocator: Ambev - A Major Brewery, Excellent Value SA For FAs
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The Asset Allocator: Ambev - A Major Brewery, Excellent Value

Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer,...

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The Asset Allocator: A Peaceful Portfolio SA For FAs
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The Asset Allocator: A Peaceful Portfolio

I have no regrets about missing out on a stock on my watchlist that moved up 700 percent this...

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The Asset Allocator: Prediction Is Fiction SA For FAs
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The Asset Allocator: Prediction Is Fiction

The contemporary prophet Harry Dent Jr. says the stock market will collapse this month. The...

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The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory SA For FAs
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The Asset Allocator: MMT - Neither Modern Nor Monetary Nor A Theory

From Ancient Rome to Argentina under Peron to the U.S. over the past two decades, extreme...

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The Asset Allocator: International Real Estate And Commodities At A Reasonable Price SA For FAs
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The Asset Allocator: International Real Estate And Commodities At A Reasonable Price

The Argentine conglomerate Cresud lies at the intersection of real estate and commodities,...

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The Asset Allocator: Trepidation About Inflation SA For FAs
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The Asset Allocator: Trepidation About Inflation

Government stimulus and Fed indifference are stoking an investor fear of inflation that has been...

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The Asset Allocator: Know Who You’re Up Against SA For FAs
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The Asset Allocator: Know Who You’re Up Against

The lesson I take from the GameStop affair is that the stock market does not necessarily reward...

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The Asset Allocator: Alternative Currencies (Podcast) SA For FAs
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The Asset Allocator: Alternative Currencies (Podcast)

The dollar is worth about one-twenty-sixth of its value a century ago, and loose fiscal and...

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Retirement Advisor: Inspiration For Advisors SA For FAs
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Retirement Advisor: Inspiration For Advisors

Financial advisor work should be regarded as a helping profession. This podcast (5:34) frames...

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Retirement Advisor: Desperate For Income SA For FAs
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Retirement Advisor: Desperate For Income

Analyst Marc Gerstein argues that senior secured loans are a safer bet than junk bonds, but even...

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Retirement Advisor: An Untapped Network SA For FAs
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Retirement Advisor: An Untapped Network

A new paper by David Blake of London’s Pensions Institute explains how nudges and peer-group...

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Retirement Advisor: Famous Last Words SA For FAs
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Retirement Advisor: Famous Last Words

The story of America’s first celebrity economist, Irving Fisher, should cure anybody still...

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Retirement Advisor: Don’t Fear Retirement SA For FAs
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Retirement Advisor: Don’t Fear Retirement

The Society of Actuaries has released a report on over a dozen significant retirement risks. This...

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