Gaining Perspective

Latest Episodes:

A Practical Guide to Behavioral Finance Jan 27, 2021

Show notes

The future of financial advice is evolving. The real value of an advisor not only requires the ability to build a plan and portfolio, but to guide clients through the process, unearth their values and emotions, and change their behavior for the better. A realm of the relationship is called the human side of money. Here today to talk about that human side and how advisors can leverage the science of behavioral finance is Brendan Frazier.

Why Emerging Markets are Exceptionally Attractive Jan 25, 2021

Show notes

One of the best kept secrets in the investment world is the long-term outperformance of emerging markets. Over the last 20 years, the MSCI Emerging Markets Investable Index outperformed the S&P 500 Index – 7.2% versus 6.6%. That index also outperformed the S&P 500 in 2020, 18.8% versus 18.4%. Despite that outperformance, emerging markets are cheap, trading at a 14.8 p/e versus 21.6 for the S&P 500. Here today to discuss the potential that the emerging markets holds for investors is Chelsea Rodstrom of Global X.

Minisode: The Early-Stage Megatrends that Will Drive Outsized Returns Jan 22, 2021

Show notes

The new year brings a new set of opportunities for savvy investors who are willing to dig beneath the headlines to uncover lesser-known companies taking advantage of early-stage megatrends. I am here today with the founder of Changebridge Capital, a new company that offers two actively managed ETFs built to capitalize on those early-stage megatrends.

Minisode: How to Prepare for the Key Tax and Estate Issues in 2021 Jan 06, 2021

Show notes

As we look toward 2021, one of the key issues facing wealth managers will be the changes that may come with the Biden administration. There has been talk of raising both income and capital gains tax rates, as well as Social Security taxes that could be imposed on high earners. Although Biden has rejected a wealth tax advocated by some in the Democratic Party, he has proposed changes to estate tax laws, such as taxing unrealized capital gains at someone’s death.

Minisode: Strategic Beta Solutions for the Fixed Income Market Jan 04, 2021

Show notes

What if you could target more consistent income — in any bond market? By looking beyond the bond benchmark and broadening your fixed-income allocation, you enhance your potential to achieve your clients’ financial goals. That is the premise behind the concept of strategic beta ETFs, which my guest today, Gene Tannuzzo, will discuss.

A Conversation with Trap Kloman, COO of Commonwealth Dec 23, 2020

Show notes

Commonwealth Financial Network opened its doors in 1979 as a small Massachusetts broker/dealer with big aspirations. While remaining privately held, it has grown rapidly, along the way establishing itself as a pioneer in advancing practice management and in leading the way for fee-based advisor business solutions. It now operates in all 50 states, empowering more than 2,000 independent advisors who manage over $200 billion in assets, with a home office staff of 770 professionals.

How to Avoid the IRA Tax Time Bomb Dec 23, 2020

Show notes

Take your retirement account and divide it by half. This is the real amount that you have saved for retirement. Taxes can cut your retirement funds in half, according to Ed Slott, the nationally recognized IRA and retirement planning expert, founder of IRAHelp.comand author of the forthcoming book, The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes and Combat the Latest Threats to Your Retirement Savings.

Minisode: Looking Ahead Into 2021 Dec 22, 2020

Show notes

The year of 2020 was like no other in our lifetimes as a once in a century pandemic shut down the world as we all knew it and the global economy experienced its worst shock since the Great Depression of the 1930s. The stock and bond markets sent investors on a roller-coaster ride. The S&P 500 experienced its fastest 35% decline ever during February and March, only to skyrocket back to all-time highs. Investment--grade and high-yield bonds had a similar experience as credit spreads shot up and back down and Treasury bond yields plummeted to record lows. We also had a presidential election. As this historic year is put into the history books, investors are left to ponder – what should we expect in 2021?

The Digital Marketing Practices that Distinguish High-Growth Advisors Dec 19, 2020

Show notes

Broadridge recently released its second annual financial advisor marketing survey, which revealed the contrasts between effective and ineffective marketers, as well as an expected move to digital from the continued impact of COVID-19. This year’s survey also shed light on the lack of marketing strategy among advisors and in turn, dissatisfaction with marketing ROI.

M&A Valuations - Could This Be Your Time to Sell Dec 09, 2020

Show notes

Merger and acquisition (M&A) activity in the wealth management profession has reached record levels for yet another year. There was a pandemic-driven pause in Q2, but Q3 saw a record-setting 44 transactions, the first time there was more than 40 transactions in a quarter. With 111 transactions through Q3, it is likely we will surpass the previous record of 132 transactions in 2019.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected