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15 results for “investor advice”
We call them goals, but in sort of buckets, right, which is to say, okay, you should always have an emergency savings account. That is three to six months relatively liquid assets so that, you know, if you get in a bind, which happens on a lot of occ
26:58 / 28:06
from transcript26:58 – 28:06
The HABSES approach can manifest itself in different ways. If you can't decide which fund to buy, out of two, buy both, but with smaller position sizes. If you can't decide whether to sell your position, begin selling smaller portions of positions sp
12:51 / 13:57
from transcript12:51 – 13:57
Many investors spend countless hours fretting, deciding on what investments to buy with their hard earned money, their life savings, and then they just wing it. The phraseology we often hear from new clients is, hey, Meb. We bought your fund. We're g
1:36 / 2:39
from transcript1:36 – 2:39
And so those kind of questions make that very challenging. What you do know is that if you can get similar exposure, you want it as tax efficient as possible. That's the part that's the easy part. Alright. Let's do some PTI style topics, The first on
33:49 / 34:53
from transcript33:49 – 34:53
You know, there's a couple of things that I would love to just talk about and and discuss with you around that. The the first one is that, you know, what things look like in nineteen ninety nine, two thousand was that the earnings yield on stocks, US
39:06 / 40:07
from transcript39:06 – 40:07
And so what we think the combined solution does is by shifting everything kinda up towards the equity market as its base, and then being able to overweight or underweight based on trend, we think could be a product that can add more incremental retur
16:32 / 17:41
from transcript16:32 – 17:41
...the average investor or the average financial adviser has as meaningful of a allocation or role of tips. And, also, just in general, the philosophy of tips, you know, when you're talking about goals based investing or talking about how to hedge your
48:51 / 50:04
from transcript48:51 – 50:04
...investors. We'll see how a lot of these CIOs like Stephen Gilmore and others implement it. When so much of the long term drivers
16:27 / 17:32
from transcript16:27 – 17:32
“The one investment principle institutional advisors say you can't afford to forget”
I don't know if it's next year or two years or next week. But don't forget about diversification. I think it's the one area that I would highlight that that some folks may have forgotten about a littl
30:31 / 30:50
tactical advice30:31 – 30:50
...term investor, which is a good thing. But what I can do is with my traditional investments, if the markets are volatile, I can derisk my portfolio by taking away from my equity allocation and adding gold or cash or something to derisk the portfolio.
19:05 / 20:32
from transcript19:05 – 20:32
the aperture and really focus on what is the role for each one of the individual investments I'm introducing. And if now I've expanded my toolbox to include private equity, I'm adding private equity because I wanna get incremental returns. I'm adding
5:52 / 7:08
from transcript5:52 – 7:08
...long term investors. We'll see how a lot of these CIOs like Stephen Gilmore and others implement it. When so much of the long term drivers of strategic asset allocation returns have been private market investments, venture capital and private equity,
17:16 / 18:19
from transcript17:16 – 18:19
And so they are guides, not rules. So there's no model portfolio. Just to give a sense, what do those look like across strategies? Sure. So all else being equal in public equities, we want to be about fiftyfifty passive and active on the long side. A
32:15 / 33:22
from transcript32:15 – 33:22
that you're tracking closely and you think can be a good, place to invest? I think it's every it's kind of been an everything rally this year, so everything's, it's been hard not to make money. I think it's gonna be harder going forward. And and the
29:15 / 30:16
from transcript29:15 – 30:16
What do you believe about investing that permeates how you think about this challenge of people are giving you a big pot of their money? So one, we have a bunch of philosophical tenets about what we believe about investing. Those are ones that we spe
22:25 / 23:42
from transcript22:25 – 23:42
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