A Wealth of Common Sense. Investor, author, and host of Animal Spirits podcast, focuses on simplifying finance for everyone; has backed over 200 companies.
I spent the first 10 years of my career working in institutional asset management.
I learned a lot in that space.
The past 10 years have been in the wealth management channel. That still involves some non-profits but also includes individuals, families, corporate retirement plans and family office clients.
Here are 10 things I’ve learned in my 10 years working in wealth management:
1. Alpha is overrated. Outperform...
We also answered questions about diversifying beyond rental properties, when it makes sense to cut back on saving, how to think about RSUs (with help from Joey Fishman) and the Great Wealth Transfer.
Further Reading:
The $84 Trillion Elephant in the Room
The post Is It Time to Raise Some Cash? appeared first on A Wealth of Common Sense.
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Today’s Talk Your Book is brought to you by O’Shaughnessy Asset Management:
See here for more information on OSAM strategies
On today’s show, we discuss:
The creation of OSAM’s custom indexing strategy
The value advisors find in custom indexing
Customizing your portfolio
Getting onboarded as an advisor working with OSAM
Strategies OSAM offers
Working with Franklin Templeton
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Coming out of the 2008 financial crisis I felt a little lost.
It was a dark time in the world of finance. People were scrambling to come up with explanations for the financial crisis while trying to figure out how to invest in what felt like a new paradigm.
So many people were wrong about the financial crisis while the ones who called it were completely blindsided by the recovery. I lost faith in most of the traditional v...
The Wall Street Journal says the middle class is getting pessimistic about the economy:
The middle class–generally considered to include households making roughly $53,000 to $161,000 a year–is playing an outsize role in that waning optimism. After months of tracking high-income earners’ increasing confidence about the economy, households making between $50,000 and $100,000 made an abrupt about-face in Ju...
