Gaining Perspective

Gaining Perspective

By Advisor PerspectivesBusinessNewsInvestingBusiness News
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Gaining Perspective episodes

  • Can a Low-Volatility Strategy Reduce Risk?

    According to Morningstar, in the first four months of the year, funds trying to mitigate risk raised nearly $10 billion. My guest today will explain how his firm combined quality with low volatility in a suite of three funds that were launched very recently. Indeed, this approach can be seen as the “next evolution of low volatility-based strategies.”

    12 min
  • What History Tells Us About Venture Capital Investing
    For long periods in the past, the best VC firms had spectacular returns, as their outside investors or “limited partners” participated in the emergence of great companies such as Intel, Microsoft, Apple, and Amazon. But, going forward, can VC investors expect the same returns? Or are we in a new era of lower returns and a more challenging environment?
    20 min
  • How to Begin a Great Client Relationship
    Is there a plan? Is it still working? How are we doing, and are we going to be okay? What are we missing, either as opportunity or risk? What’s most urgent? When starting a client relationship, how can you and your clients agree on which of these questions (translated to their life circumstances) you can help them with, and whether you are the right person for them?
    23 min
  • The Future of Advisor Education
    A proper education is an essential start to a financial advisor’s career. That education can and should encompass the multiple dimensions of skills that an advisor must master: technical competency (financial planning, portfolio construction, risk management), practice management (operations, technology, business development) and “human” factors, such as behavioral finance, life coaching, and presentation skills.
    35 min
  • Why Are Clients So Bad with Probabilities - and Worse with Consequences?
    Recently, a client came to Allan Roth with a net worth well over $10 million. He had enough money to support his family’s desired lifestyle for the rest of their lives, but not so much that he could withstand a large loss without cutting back substantially. Yet this client owned more than 130% in risky assets, meaning he had far more debt than fixed income. Much of the debt was in a variable rate margin loan against his brokerage account. Listen to Allan discuss what happened to this client.
    17 min
  • How to Prepare for the Coming Market Volatility

    Asset allocation, manager diligence and selection and risk control are the core contributors to investment performance.  As investors face a subdued economic outlook with increased volatility, making the right decisions in each of those disciplines is essential. 

    20 min
  • How to Choose the Right Medicare Plan When Turning 65

    One of the most consequential decisions in every one of our lives is enrolling in Medicare. We will make fateful decisions that will affect our healthcare for the rest of our lives. Danielle Roberts, an expert on Medicare enrolment, examines the choices we must make.

    30 min

About Gaining Perspective

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice,…