Now that Wade, Alex, and Bob have talked (extensively) about how not to invest, we want to be a little more upbeat. On this week’s episode, we want to take a closer look at some of the things that do work – and what that tells you about how to constr…
In the episode, Wade and Alex discuss Wade’s bestselling book- the 2nd Edition of the Retirement Planning Guidebook, and how it sets an orderly foundation of all the questions you need to ask yourself as you ready yourself for the next chapter in you…
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…
