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1. What Does It Mean to Be Wealthy?
The What Does It Mean? podcast sifts through the noise to break down only the most important stuff impacting the stock market, the economy and your money this week. Chris, Bob, Lindsey and their guests give their (often) varying perspectives. Every episode ends with a lesson learned and how it applies to your money. In this episode, our hosts discuss the surprising market gains in August, the burgeoning field of AI adoption, and finally, they tackle the concept of wealth - emphasizing the importance of financial literacy and investing to reach retirement goals. — Chris Versace, Bob Lang and Lindsey Bell
2. Perspectives on Wealth Changing, Rising in Dramatic Fashion
Over the past few years, increasing attention has been paid to differences between “rich” and “wealthy.” Arguably, the trend is positive for advisors and clients alike because there’s a growing sense among clients that they can be wealthy without being rich in the traditional sense. — Todd Shriber
3. Shining a Light on Sequence-Of-Returns Risk
Is sequence-of-returns risk (SORR) a reality we are defenseless against? More bluntly, is SORR an accident waiting to happen with little we can do to avoid it. I will present evidence that we can, in fact, do something to prepare for SORR as we transition into our retirement years. — Craig Israelsen
4. Protect Your Portfolio From the Private Equity Meltdown
The thing that makes private equity attractive is that you have returns that approximate the stock market—and maybe do a little better—but with zero volatility. If you have something that's not marked to market on a daily basis, you can't see the volatility. So that’s the real competitive advantage for private equity. They lock up funds for 10 years, and you can't get your money out and you don't know what this stuff is worth. — Chris Reilly
5. Uncovering Hidden Objections: A Guide for Financial Advisors
Financial advisors play a crucial role in securing a client’s financial future, but beneath the surface of numbers and charts lie unspoken anxieties and reservations—hidden objections that can derail even the most meticulously crafted plan. Unlike their vocal counterparts, these objections can linger beneath the surface, hindering progress and leading to missed opportunities. — Don Connelly
6. When Bad News is Actually Bad News for Investors
There has been a shift in how investors view the current macro environment and its potential impact on global financial markets. Until recently, bad news about the economy was largely considered good news for stocks because it was believed that weaker economic data would prompt central banks to begin cutting rates – which they have in some regions and countries like Europe and Canada. At the same time, good news about the economy was often seen in a negative light because it was viewed as a deterrent to more accommodative monetary policy, especially in so far as positive economic data was linked to inflation continuing to run hotter than desired. — Kevin McCreadie
7. In a Slump as a Financial Advisor? Here's What to Do
As we approach the end of August 2024, just a week from Labor Day, let's discuss what you can do as a financial advisor if you're feeling behind, lacking momentum, or stuck in a rut. Life is full of patterns—emotional and behavioral. When they align, everything flows, and we feel abundant. But when they shift, it can feel like pushing a car uphill with a flat tire, which is no fun at all. — Joseph Lukacs
8. The Great Wealth Transfer: How Will You Secure Your Share?
The landscape of financial services is undergoing a seismic shift as trillions of dollars are being transferred from Baby Boomers to younger generations. Competition is fierce, and firms—whether RIAs, asset managers, broker-dealers, or banks—can no longer rely solely on high and ultra-high-net-worth clients for growth. To capture a share of this wealth, institutions need to rethink their strategies, particularly by focusing on the underserved mass affluent segment. — Patrick Burke
9. Why Don’t You Own It? Equity Investors Need Conviction in Underweights
Equity portfolio managers love to talk about the stocks they own. But they don’t usually talk as much about the stocks that they don’t own. In highly concentrated markets, where a small group of huge stocks is driving returns, having conviction in underweight positions is essential. — Chris Marx, Teresa Keane, and Robert Milano
10. Growth Isn’t a Choice if You’re Good
Growth isn’t a choice if you’re a good financial planner, it’s inevitable. Clients who discover your amazing business model fall in love with it and then run around telling their mates. What happens next? At some point on your journey, you get busy. Really busy. ‘At-maximum-capacity’ style busy. — Brett Davidson
11. The End of the Discovery Meeting
The discovery meeting in an advisor’s sales process has always been considered unchallengeable. Why? Because for years, even decades, advisors have been taught to always include these components inside the initial meeting with a prospect. — Ari Galper