In episode 12 of the Great Decisions, Incredible Lives: Retire with Intention podcast host John Creekmur speaks with guest David Roosevelt, a seasoned investment manager who sheds light on the intricacies of the financial world, discussing GIPS compliance, understanding financial concepts, and aligning investment strategies with chosen asset class characteristics. His experience, particularly during the 2008 financial crisis, offers listeners invaluable lessons about financial stability, adaptability, and forward-thinking strategies.

✅ Key Takeaways:

✅ GIPS Compliance: The Global Investment Performance Standards (GIPS) set by the CFA Institute ensures accurate return calculations. David's firm, Roosevelt Capital Management, has achieved this gold standard in transparency and accountability.

✅ Financial Concepts Mastery: Knowledge of financial concepts, particularly in fixed income, is vital. Concepts such as duration, yield, default risk, and more are cornerstones of informed investment strategies.

✅ 2008 Financial Crisis Insights: David's hands-on experience managing his family's liquidity during this tumultuous period underscores the importance of preparedness and adaptability in financial planning.

✅ Risks in Fixed Income Markets: Considerations must include interest rate risk, default risk, complexity risk, and liquidity risk. The interconnectedness of these risks can greatly influence investment decisions.

✅ Uncertainty of the Future: David emphasizes caution when relying on expert forecasts, advising a focus on long-standing investment principles and understanding risk-reward dynamics in various asset classes.

✅ Investment Principles: Aligning capital objectives with asset class characteristics and recognizing the performance potential in different sectors is crucial. Diversification remains a paramount strategy.

Connect with David on the website: https://www.rooseveltcapitalmanagement.com/

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