What if you could comprehend the complexities of modern portfolio theory and behavioral finance, while simultaneously exploring the concept of the American Dream? And what if you could do all this guided by the wisdom of renowned economist, Dr. Harry Markowitz? We proudly dedicate our latest episode to the monumental contributions of Dr. Markowitz, whose influential work has significantly shaped our portfolio strategy at SmartPlan Investing. From examining his breakthrough research on portfolio risk,  we honor the legacy of this Nobel laureate.

But, that's not all. We're extending our conversation to draw similarities between portfolio engineering and structural engineering. The risks inherent in both investing and adventure tourism are critically examined, asking whether we fully understand the dangers we're signing up for.  Finally, we introduce the American Dream Experience – a chance at transformation and realization of your dreams. Tune in as we pay homage to Dr. Markowitz, delve into risk management, and explore the path to your very own American Dream.

Sources:

https://www.matsonmoney.com/remembering-dr-harry-markowitz/
https://www.nytimes.com/2023/06/25/obituaries/harry-m-markowitz-dead.html
 
https://www.npr.org/2023/06/21/1183408455/oceangate-safety-concerns-titan-submersible?live=1

https://apnews.com/article/titan-titanic-submersible-design-49b8c2a713f316ce5987a394a27d23e8

https://www.npr.org/2023/06/21/1183408455/oceangate-safety-concerns-titan-submersible?live=1

https://www.matsonmoney.com/remembering-dr-harry-markowitz/ 

Disclaimer: 

Academic Advisory Board members receive compensation from Matson Money for their services which include, but are not limited to, independent leadership consulting; co-authoring white papers; and speaking at Matson Money conferences. Advisory Board members may also provide insight to Matson Money on portfolio construction, asset allocation, quantitative analysis, investor behavior and other areas of expertise, as needed.  

 
Markowitz, Harry. Portfolio Selection: Efficient Diversification of Investments. New York. Wiley. 1959. Print.  

www.nobelprize.org  

The Nobel Memorial Prize in Economic Sciences, commonly referred to as the Nobel

This is not an offer or sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This podcast is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by SmartPlan Investing in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information should not be construed as financial or investment advice on any subject matter.

The American Dream Experience presentation is based on the views of Matson Money, Inc. Other persons may analyze investments and the approach to investing from a different perspective than that reflected in this presentation. Nothing included In the American Dream Experience is intended to imply that the approach to investing espoused in this presentation will assure any particular investment results. All investing involves risks and costs. No investment strategy, including asset allocation and diversification strategies, can ensure peace of mind, guarantee profit, or protect against loss.