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SA For FAs

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SA For FAs delivers information and analysis that will help Financial Advisors throughout their day.

Episodes

20 of 100 episodes

The Asset Allocator: Google Collapse?

Daniel Colin James, a futurist and editor-in-chief of ForwardTick.com, wrote a fascinating article brazenly titled "This is How Google Will...

04:57Oct 9, 2019

Retirement Advisor: Still Working After All These Years

Two new retirement surveys seem to be speaking to each other. One comes from Provision Living, and seeks to find out why senior citizens rem...

04:26Oct 8, 2019

The Asset Allocator: Conflicting Advice

One of the most confounding investor experiences occurs when one hears conflicting advice from really sharp analysts of the bullish and bear...

05:54Oct 7, 2019

Retirement Advisor: The 'Right' To Social Security

Financial advisor Devin Carroll, in an article on MarketWatch, put together a list of seven Social Security myths, one of which concerns the...

06:07Oct 4, 2019

The Asset Allocator: The Yale Endowment's Excellent Performance

The media has been reporting that the Yale Endowment has been bested by its peers in the past year, but such a horserace approach completely...

05:23Oct 3, 2019

Retirement Advisor: Gen Xers Falling Behind

A Schwab survey of its own plan participants reveals that Gen Xers, aged 39 to 54, are stretched thin, saving little but expect to require l...

05:25Oct 2, 2019

The Asset Allocator: Taking Stock

Looking at a benchmark like the S&P 500 can lead to numerous unhappy misinterpretations, including apple to orange comparisons; distraction...

04:37Oct 1, 2019

The Asset Allocator: Learn To Love A Low Yield

Bond yields are low across the board, and this unappetizing menu comes at precisely the time that investors are eager to increase their allo...

05:59Sep 30, 2019

Behind The Idea Reviews Joel Greenblatt's 'You Can Be A Stock Market Genius,' Part 4

Seeking Alpha's Mike Taylor and Daniel Shvartsman conclude their review of Joel Greenblatt's approach to value investing. In this final inst...

38:56Sep 27, 2019

The Asset Allocator: Behind The Idea Reviews Joel Greenblatt's 'You Can Be A Stock Market Genius,' Part 3

My esteemed Seeking Alpha colleagues Mike Taylor and Daniel Shvartsman continue their review of Joel Greenblatt's approach to value investin...

47:22Sep 26, 2019

Retirement Advisor: Help, I Need Somebody…Not Just Anybody

Advisors and brokerage firms are selling all sorts of things in the name of retirement security, and some of it is concerning. In effect, th...

05:33Sep 25, 2019

The Asset Allocator: Your True Preferences

A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. retur...

05:26Sep 24, 2019

Retirement Advisor: Count What Others Are Discounting

Investors have lost their fear of inflation, a natural consequence of a decade of disinflation. But, this podcast (18:03) argues that adviso...

18:04Sep 23, 2019

The Asset Allocator: The Fed's Next Move

The lack of clarity as to the Fed's next step leaves investors flummoxed as to whether they should seek out risk or take a more defensive ap...

04:50Sep 20, 2019

Retirement Advisor: Don't Be A Statistic

Ronald Surz compares aggressive vs defensive approaches to target-date funds over the past 12 years. That period's historic bull market favo...

04:31Sep 19, 2019

The Asset Allocator: Behind The Idea Reviews "You Can Be A Stock Market Genius," Part 2

I thought it would be an excellent occasion to introduce you to another Seeking Alpha podcast, called Behind the Idea. My esteemed colleague...

01:05:02Sep 18, 2019

The Asset Allocator: Behind The Idea Reviews "You Can Be A Stock Market Genius," Part I

Today I introduce you to another Seeking Alpha podcast, called Behind the Idea. My esteemed colleagues Mike Taylor and Daniel Shvartsmann, b...

45:31Sep 17, 2019

Retirement Advisor: Aggressive vs. Conservative – A False Dichotomy

Citing statistics showing the top 5% of Japanese savers do only slightly better than the bottom 5% of U.S. investors, AllianceBernstein sugg...

04:40Sep 16, 2019

The Asset Allocator: Some Cash For Potash, And Other Boring Products

My search for investments that could stand up to a bear market continues, and has led me to Israel Chemicals (ICL), a boring but cheap congl...

07:56Sep 13, 2019

Retirement Advisor: Sometimes You Insure

The University of Illinois astutely took out an insurance policy against a declining population of Chinese students before the U.S.-China tr...

06:07Sep 12, 2019