On this week’s episode, Wade, Alex, and Bob are joined by Weston Wellington, Vice President of Investment Strategy at Dimensional Fund Advisors, to discuss how to think about the big picture of investing. When we talk about investing it’s very easy t…
In this episode, Wade, Alex, and Bob take a look at the ultimate test of whether someone can beat the market – Can professional money managers actually beat the market? That’s their job, so they should be doing something, right? Well, apparently not….
This week Wade, Alex, and Bob talk about the third way of active management – Market Timing. Grabbing elements of both Technical and Fundamental Analysis, Market Timing is often the mushy middle of active management. We’ll talk about just what this m…
On this episode, Wade, Alex, and Bob discuss the other major approach to active management – Fundamental Analysis. Unlike Technical Analysis, there actually is some value in Fundamental Analysis. It’s just that the people doing the Fundamental Analys…
On this episode, Wade, Alex, and Bob talk about one of the major approaches to active management – Technical Analysis. Technical Analysis appeals to a lot of people (especially in the financial media – there’s a lot of really interesting charts), but…
In this episode, Bob French returns to discuss with Wade and Alex another fundamental question – why do we invest? What’s the point of putting our savings at risk? Just like for companies, the financial markets are tools that we can use to prepare fo…
This week Wade, Alex, and Bob bring it back to basics and look at what – and why – the financial markets are. Understanding what’s happening in the markets at a fundamental level is key to using them effectively in your retirement income plan. Plus, …
This week, Wade and Alex welcome Tamiko Toland. As one of the leaders in the retirement income space and Head of Lifetime Income Strategy and Market Intelligence for TIAA, we discuss with Tamiko how larger institutions are tackling the retirement inc…
Social Security forms the foundation of most American’s retirements. And deciding when to claim those benefits is hugely important. This week, Wade is joined by friend of the show, Bob French from Retirement Researcher, to talk about Wade’s new paper…
On this week’s episode, Alex and Wade walk through the Retirement Income Dashboard, which is something Wade created for Retirement Researcher in 2015. It provides benchmarks and a starting point for retirement income options as based on the current m…
