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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to ... more
FAQs about SA For FAs:How many episodes does SA For FAs have?The podcast currently has 366 episodes available.
December 16, 2019Retirement Advisor: Client Hand-HoldingNot only have people not saved enough for retirement, but they have not planned enough. The two are doubtlessly related. This podcast (5:10) suggests that client hand-holding at its best involves explaining concepts and providing a sounding board so that investors can make better-informed, and thus better, decisions.Learn more about your ad choices. Visit megaphone.fm/adchoices...more5minPlay
December 13, 2019The Asset Allocator: An Idiosyncratic Approach To Foreign InvestingLearn more about your ad choices. Visit megaphone.fm/adchoices...more7minPlay
December 12, 2019Retirement Advisor: Mark Mappa Maintains ‘Cash Flow Is King’Mark Mappa of Mappa Wealth Management in Glenview, Ill., is a financial advisor and author of a new book called “Cash Flow is King.” In this podcast (21:00), Mappa makes a forceful distinction between clients with millions of dollars, but not enough to retire, and clients with just hundreds of thousands of dollars who will be quite comfortable.Learn more about your ad choices. Visit megaphone.fm/adchoices...more21minPlay
December 11, 2019The Asset Allocator: A Fine Analysis From J.P. MorganA 2020 investment outlook from J.P. Morgan Asset Management offers a perceptive macro-analysis. This podcast (6:03) suggests that we not look to these outlooks for their investment recommendations, but as an exercise in thinking, to deepen our understanding of markets, something this analysis succeeds at.Learn more about your ad choices. Visit megaphone.fm/adchoices...more6minPlay
December 10, 2019Retirement Advisor: Three UnknownsAmong the unknown variables which advisors must address through their retirement planning is the uncertainy of our mortality, the ambiguity of investment performance and the anxiety of financial pressures. This podcast (6:18) suggests that helping with these issues can enhance clients’ feeling of well-being, as evidenced by a recent study showing advised investors feeling financially secure at over twice the rate of unadvised investors. Learn more about your ad choices. Visit megaphone.fm/adchoices...more7minPlay
December 09, 2019The Asset Allocator: The UK’s Lose-Lose ElectionsThe British pound hit a 31-month high against the euro last week, presumably because the Conservatives maintain a healthy lead over Labour in this week’s elections. This podcast (5:54) highlights the reasons why investors will not come out ahead in this election, no matter the outcome.Learn more about your ad choices. Visit megaphone.fm/adchoices...more6minPlay
December 06, 2019Retirement Advisor: Thoughts On A Visit With A 95-Year OldA recent visit with a 95-year-old was a reminder of the relative rarity of such encounters. This podcast (5:27) illustrates the health, investing and income implications of reaching a ripe old age, and encourages learning from the wisdom and experience of the elderly to whom we have access.Learn more about your ad choices. Visit megaphone.fm/adchoices...more6minPlay
December 05, 2019The Asset Allocator: Chile - A Value Country ETFEquity analyst Ian Bezek makes a solid case that Chilean stocks (ECH) have been oversold on political fears. This podcast (6:12) agrees with Bezek’s thesis and adds that the demonstrations in Chile are reminiscent of the yellow-vest protests in France, whose start was accompanied by a decline in the stock market, which then went on to recover and reach new highs.Learn more about your ad choices. Visit megaphone.fm/adchoices...more6minPlay
December 04, 2019Retirement Advisor: Prevailing Over ParalysisMany people have not even tried to save for retirement, and the reason could be that people are reluctant to start something they expect to fail at. This podcast (5:27) suggests that the despair may stem from the unknowability of the key variables in retirement planning and illustrates the sort of behavioral support that can make retirement saving feel doable.Learn more about your ad choices. Visit megaphone.fm/adchoices...more6minPlay
December 03, 2019The Asset Allocator: Dalbar’s Investor Panic-Relief ToolFor a quarter of a century, Dalbar has highlighted the problem of poor investor performance, fueled by return-chasing and panic selling; now it is offering a practical solution it calls I-PRT (Investor Panic Relief Tool). This podcast (7:15) explains that Dalbar’s solution is not to prepare investors ahead of time with education that doesn’t work, but rather to prepare the advisor ahead of time with a tool that could tilt the scales of the “fight or flight” reaction toward “fight.”Learn more about your ad choices. Visit megaphone.fm/adchoices...more7minPlay
FAQs about SA For FAs:How many episodes does SA For FAs have?The podcast currently has 366 episodes available.