Mayport Wealth Management’s Adam Grossman offers an anatomy of the type of client reactions he’s seeing in the current market meltdown, along with analysis of value in the muni bond market and an incremental approach to stock-buying. In this podcast interview (17:53), the Boston-based advisor also offers insight into investment rules of thumb, his approach to helping clients clarify goals and his thoughts on correcting America’s dearth of retirement savings.
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In research on the end-of-life regrets of elderly Americans, the trip they did not take was one of the highest-ranked items. This podcast (5:34) suggests the extra time in quarantine with those closest to us can guide us to how we can achieve a more ideal retirement, one that more precisely defines which pursuits generate the greatest “happiness” returns. 
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I recall an incident where a senior analyst at a major investment research firm was “right” about the Fed – and took a maximalist position at least eight years too early in a career-ending move. This podcast (6:33) suggests investors determine their central tendency – towards fear or greed – and balance against it via asset allocation.
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CNBC ran an article a week ago arguing that the coronavirus should make people rethink the idea of retiring abroad based on the quality of overseas healthcare and the inability to get Medicare coverage. This podcast (6:31) suggests these two arguments are fairly easy to overcome, but that the true coronavirus critique of retirement abroad is that in the social distancing caused by this pandemic, many a family are drawing closer than ever before, something that international borders would block.
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The Beatles’ classic ballad “Yesterday” offers some perspective on today’s falling markets. This podcast (6:08) takes comfort in the Beatles’ hint that the troubles that once seemed so far away only look as though they’re here to stay, and offers further thoughts about the British band’s strange notion that “yesterday came suddenly.”
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A novel piece of financial research put out by the Asian Development Bank seeks an explanation for an unexpected growing global demand for cash. The paper does not discuss retirement per se, but inspired thoughts of an advantageous approach for retirement savers. This podcast (6:41) argues that use of old-fashioned cash could discourage spending, serve as a budgetary monitoring tool and facilitate securities purchases at times like the present when stocks are falling.
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The implicit timeline for most stock-market trades and most stock-market analysis is short-term, yet most investors’ personal timelines are long-term. A lot of stock-market analysis will therefore fail to satisfy investors’ personal questions. This podcast (6:22) suggests investors not overthink things. Accumulators of capital should buy. The current market crisis may well be the event whose importance to our future wealth we did not fully appreciate as it occurred.
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What would rekindle the aggressiveness of a 50-year-old in a 65-year-old investor? Ironically, adopting what is thought to be a highly conservative approach: annuitizing a portion of the portfolio. This podcast (6:50) argues that the “smell of death” consumers detect in annuities is really a function of feeling like they can never again take risk; yet a partial annuitization strategy can actually increase capacity to take risk.
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If you’re an advisor getting lots of panicky phone calls or text messages, what should the approach to this quasi-gladiatorial contest between bulls and bears be? This podcast (6:22) suggests that Rudyard Kipling’s classic poem “If” provides the best advisor job-description at a time like this: “If you can keep your head when all about you are losing theirs and blaming it on you...” Indeed, a key benefit of employing a financial advisor is to place an intermediary between the assets we want to protect and increase – and our itchy fingers reaching for the trade button.
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The Center for Retirement Research reports a little-known demographic difficulty: the significant drop in 401(k) and IRA assets for “late boomers,” aged 55 to 65, beginning with the Great Recession. This podcast (6:49) explains the report’s findings and the researchers’ tentative conclusions, and adds some possible lines of further research inquiry. Overall, the unexpectedly sharp fall in retirement wealth for this cohort should strengthen our motivation to shift assets towards our future needs.
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