SA For FAs Podcast
1) Best Practices: Handling Speculation Demand Among Younger Clients
Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients.Learn more about your ad choices. Visit megaphone.fm/adchoices
2) The Asset Allocator: DIY Disasters Are Avoidable
The huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we shou...Show More
3) The Asset Allocator: Ron Surz On Protecting Boomers’ Portfolios From Today’s High Risk
Ron Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance on protecting lifetime savings that now reside in the crossfires of financial disaster. He is making the...Show More
4) The Asset Allocator: Intel’s Cure Precedes Its Illness
Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its stock pr...Show More
5) The Asset Allocator: Economic Optimist Larry Siegel Doubts The Doomsayers
Veteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the daily news is his book “Fewer, Richer, Greener,” which offers a long view of the progress and economic...Show More
6) The Asset Allocator: Investment Decision-Making In An ‘Everything Rally’
The Fed’s interventionist policies are the primary source of our current “everything rally,” and it is this same factor that will eventually upend it. This podcast (7:50) argues that discounted cash f...Show More
7) The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity
At a time when oil majors are facing increasing pressure to reduce greenhouse-gas emissions, a key question for investors concerns not which future technologies will prevail but who is helping these c...Show More
The Asset Allocator: Baker Hughes Capturing The Carbon-Capture Opportunity
06:01 | Apr 27th, 2021
8) The Asset Allocator: Ambev - A Major Brewery, Excellent Value
Ambev (ABEV) operates in a country reeling under pandemic, but Brazilians continue to drink beer, revenue is growing and investor fear of Brazil will eventually subside as a commodity boom lifts its c...Show More
9) The Asset Allocator: A Peaceful Portfolio
I have no regrets about missing out on a stock on my watchlist that moved up 700 percent this past year, but feel more regret for a value stock I failed to snatch before it moved up 25 percent. This p...Show More
10) The Asset Allocator: Prediction Is Fiction
The contemporary prophet Harry Dent Jr. says the stock market will collapse this month. The financial newsletter writer even added that he will quit his job if he is wrong. This podcast (6:21) warns t...Show More