Podcast

Your asset allocation recipe is the most important portfolio decision, and there are a few different flavors of asset allocation. Listen to Kevin describe the differences and what the evidence shows works best. Continue reading

Now that you understand the basic building blocks of an investing process, listen to Kevin explain what key factors investing science has shown to drive stock and bond returns over time and which to favor to build a better portfolio. Kevin also explains a recent phenomenon in stock prices that is reminiscent of the late 1990s Tech Bubble as it relates to one of the key factors that drive stock returns. Continue reading

Do you have an investment process? Most people don’t understand their advisor’s process (if they have one). Yet, in investing, you cannot control your investment results, but you can control your process, which should lead to better results over time. Listen to Kevin give you a high level of a science-based investing process you can understand without having to get a graduate degree in Finance. Continue reading

Most financial people only focus on your assets. Listen to Kevin share four examples of clients where better incorporating a holistic view of their finances — assets and liabilities included — made a significant financial imporvements in each of their lives. Continue reading

Believe it or not Congress actually agrees on something … that your beneficiaries shouldn’t be allowed to stretch IRA required distributions over their lifetime. Listen in to hear Kevin talk about this likely law change is an issue, who is mostly affected (hint: larger IRA owners), and what to do about it. Continue reading