The Money and Meaning Show

Think Bigger Than the Headlines: Long-Term Investing Perspective

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In this Perspectives episode of The Money & Meaning Show, Jeff Bernier explores how long-term investors can maintain confidence amid economic uncertainty. He outlines the frequency of recessions across a typical retirement span and emphasizes the importance of diversification, revisiting foundational investment principles. Drawing on insights from Joe Wiggins' recent blog, Jeff addresses the dangers of "line-item thinking" and highlights how a holistic approach to portfolio construction can lead to better outcomes over time.

(Note: This episode was recorded on April 1, 2025. Charts in the broadcast are as of March 31, 2025.)

Topics covered:

  • Historical frequency of recessions and their relevance to retirement planning
  • Life expectancy and planning for longevity in retirement
  • Why long-term investment policy should remain steady through market noise
  • Economic uncertainties under the new administration
  • The risks of reacting to short-term market predictions
  • Concept and consequences of "line-item thinking"
  • Performance comparison of U.S. vs. international equities
  • Asset class analysis: small value vs. large core equities
  • Role of bonds in a diversified portfolio during downturns
  • Key takeaways from Joe Wiggins' blog on behavioral finance
  • Building resilient, anti-fragile portfolios for long-term success
  • The real risk: inability to meet financial goals
  • The importance of thinking holistically about portfolios

    •  

    Useful Links:

    • Jeff Bernier on LinkedIn: https://www.linkedin.com/posts/jeffberniercfp_the-money-and-meaning-show-activity-7202103509700227072-h0Qn/
    • TandemGrowth Financial Advisors: https://www.tandemgrowth.com/
    • Joe Wiggins' Behavioural Investment blog: https://behaviouralinvestment.com/
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