Steve Romick: 'We Think Defensively'
Our guest this week is Steve Romick. Steve is a portfolio manager at First Pacific Advisors, or, as it's probably better known, FPA. Steve comanages several FPA strategies, including the FPA Crescent ...
26 Aug 202051min
Ed Slott: Act Now on Historically Low Tax Rates
Our guest on the podcast is retirement and tax expert, Ed Slott. He is president and founder of Ed Slott and Company, which provides retirement and tax planning education to investment advisors and fi...
19 Aug 202048min
Pramod Atluri: 'When This Storm Hit, It Hit Fast, and It Hit Hard'
Our guest on the podcast is Pramod Atluri. He is a fixed-income portfolio manager at Capital Group. Atluri began in the investment business more than two decades ago and has been at Capital Group sinc...
11 Aug 202053min
Burton Malkiel: 'I Am Not a Big Fan of ESG Investing'
Our guest this week is Dr. Burton Malkiel. Dr. Malkiel is the Chemical Bank chairman's professor of economics at Princeton University. And he's also author of the widely influential investment book, "...
5 Aug 202058min
Ben Inker: 'The Portfolio We're Running Today Is Abnormal Even for Us'
Our guest on the podcast is Ben Inker. Ben is GMO's head of asset allocation. In that capacity, he leads GMO's asset-allocation team and is a member of the firm's board of directors. He joined GMO in ...
29 Jul 202051min
Jerome Clark: 'We Tend to Become Myopic in a Bear Market'
Our guest on the podcast is Jerome Clark. He is the portfolio manager of the asset-allocation target-date strategies and oversees the college savings plan portfolios in T. Rowe Price's multi-asset div...
22 Jul 202047min
Jamie Hopkins: How Low Bond Yields, Recession Impact Retirement Planning
Our guest on the podcast is retirement expert Jamie Hopkins, who is managing director of Carson Coaching and the director of retirement research at wealth management firm Carson Group. He's also a fin...
15 Jul 202054min
Mary Beth Franklin: To Fix Social Security, 'Everybody Is Going to Have to Be Unhappy'
Our guest this week is Social Security and retirement planning expert Mary Beth Franklin. Mary Beth is president of RetirePro and a contributing editor to InvestmentNews. She's a frequent public speak...
8 Jul 202054min
