Answering a handful of questions about retirement planning at various stages of life.
Search Results for: "benchmark"
Avoiding Burnout & a Mid-Life Crisis
How can you avoid a mid-life crisis?
Talk Your Book: Investing for Income
On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!
Historical Returns For Stocks, Bonds & Cash
Historical returns for stocks, bonds and cash from 1928-2023.
Overcoming a Cash Addiction in Your Portfolio
What to do if you’re sitting on cash but can’t pull the trigger to invest it.
Talk Your Book: Betting on Duration
On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!
The Worst Bond Bear Market in History
A short history of bond bear markets.
The Difference Between Stocks & Bonds
Are bonds cometition for stocks with yields so much higher?
How to Outperform
What the fishing industry in India can teach us about outperforming the stock market.
Mistakes That Compound in the Markets
What if your advisor’s performance stinks?
