SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.
Best Practices: Handling Speculation Demand Among Younger Clients
Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients.
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1 Jun 2021
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 to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we should reduce risk and aspire to steady returns. While we cannot predict the future — indeed, because we cannot predict the future — we should plan our finances in such a way as to avoid calamitous outcomes.
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25 May 2021
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 on protecting lifetime savings that now reside in the crossfires of financial disaster. He is making the book available for free this week, through May 28, on Amazon. In this podcast (21:34), Surz explains why he believes the 2020s are a time of heightened risk, how boomers, who are most exposed, can protect themselves from this risk, and how even those who have saved insufficiently can live a dignified retirement.
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Apple Podcasts (US)
4.7 / 5
71 ratings
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