No MBA? No graduate degree? Consuelo digs deeper into Inker’s background when she asks him how he landed a job on the highly regarded GMO team right out college. [bliptv id=”hsM9g5GTLAA”]
Guests
MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY
Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]
Ken Heebner: Bullish on Banking
Legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous.
Harold Evensky: The Questions You Should Ask Your Financial Advisor
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Harold Evensky: Afraid of Outliving Your Retirement Savings?
We talk about a strategy to make your retirement portfolio last with one of the most respected financial planners in the country. We have a rare interview with Harold Evensky, President of the fee-only financial advisory firm, Evensky & Katz. Evensky has been recognized as a top financial advisor by numerous publications, held leadership positions on many professional financial industry boards, writes financial columns and papers and is the author of several books including Wealth Management.
FAMILIARIZE YOURSELF WITH IMMEDIATE ANNUITIES
Payouts are still much higher than what you can get on long term U.S. treasuries. Mary Beth Franklin recommends pre-retirees check out deferred income annuities: you pay a lump sum to the insurance company and you determine the date future payments begin.
