The Long View

Latest Episodes:

Morgan Housel: ‘Little Rules About Big Things’ Nov 01, 2022

Show notes

Our guest this week is Morgan Housel. Morgan was one of our first guests on The Long View back in May 2019, and we’re happy to welcome him back. Morgan is a partner at The Collaborative Fund, a venture capital firm. He is also a successful author—his first book, The Psychology of Money, having sold more than 2 million copies and been translated to 49 languages. In addition to his book, Morgan frequently publishes content to The Collaborative Fund’s blog and is active on social media at @MorganHousel. He is a two-time winner of the Best in Business Award from the Society of American Business Editors and Writers, winner of The New York Times Sydney Award, and a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism. He also serves on the board of directors at Markel.

Background

Bio

The Psychology of Money, by Morgan Housel

Collab Blog

Storytelling and Advice

“What’s the Curse of Knowledge, and How Can You Break It?” by Loren Soelro, Ph.D., psychologytoday.com, April 28, 2021.

Cancer: The Emperor of All Maladies, Ken Burns Presents a Film by Barak Goodman

Robert A. Weinberg

“Best Story Wins,” by Morgan Housel, collabfund.com, Feb. 11, 2021.

“Never Saw It Coming,” by Morgan Housel, collabfund.com, April 25, 2022.

“Deep Roots,” by Morgan Housel, collabfund.com, March 31, 2022.

Contradictions and Enough

The Economist

“Little Rules About Big Things,” by Morgan Housel, collabfund.com, Oct. 11, 2022.

“Expectations (Five Short Stories),” by Morgan Housel, collabfund.com, Oct. 6, 2022.

“Good Enough,” by Morgan Housel, collabfund.com, Sept. 7, 2022.

“Surprise, Shock, and Uncertainty,” by Morgan Housel, collabfund.com, March 3, 2022.

Randomness, Chance, and Happiness

“Tails, You Win,” by Morgan Housel, collabfund.com, July 26, 2022.

The Intelligent Investor: The Classic Text on Value Investing, by Benjamin Graham

“Wealth vs. Getting Wealthier,” by Morgan Housel, collabfund.com, June 28, 2022.

“Low Expectations,” by Morgan Housel, collabfund.com, March 9, 2022.

Behavioral and History

The Great Depression: A Diary, by Benjamin Roth

“We’ll Get Through This,” by Morgan Housel, collabfunds.com, March 9, 2020.

Daniel Kahneman

Jason Zweig

“The Big Lessons of the Last Year,” by Morgan Housel, collabfunds.com, April 2, 2021.

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Julien and Kiersten Saunders: ‘How Much Is Enough?’ Oct 25, 2022

Show notes

Our guests on the podcast today are Kiersten and Julien Saunders. Together they blog about finance and life at the website richandregular.com. And they’re also the authors of a new book called Cashing Out: Win the Wealth Game by Walking Away. In addition, they co-host the rich & REGULAR podcast. After discovering the Financial Independence, Retire Early movement in 2012, they proceeded to pay off $200,000 in debt and walked away from their corporate jobs before turning 40.

Background

Bio

rich & REGULAR podcast

Money on the Table

Cashing Out: Win the Wealth Game By Walking Away, by Julien and Kiersten Saunders

Financial Independence, Retire Early and Financial Wellness

“How My Experience as a Black Entrepreneur Shaped My Views on Building Financial Freedom,” by Julien Saunders, success.com, Oct. 17, 2022.

“They’re on a Mission to Bring FIRE Back to the Black Community. ‘It Is Harder, But It Is Still Possible’,” by Kimanzi Constable, time.com, Sept. 16, 2022.

“Tanja Hester: The Pandemic Will Stoke Interest in Early Retirement,” The Long View podcast, Morningstar.com, June 3, 2020.

“Paula Pant: A Different Path to Financial Independence,” The Long View podcast, Morningstar.com, Jan. 18, 2022.

Rich Dad Poor Dad, by Robert Kiyosaki

Books by Dr. Dennis Kimbro

“From Homeowner to Landlord (Park 1 of 2),” rich & REGULAR blog, richandregular.com, Feb. 27, 2020.

“From Homeowner to Landlord (Part 2 of 2),” rich & REGULAR blog, richandregular.com, March 26, 2020.

Erin Lowry

The Racial Wealth Gap

“The Racial Wealth Gap: How Did We Get Here?” richandregular.com, Feb. 6, 2019.

“A Black Couple Who Retired Early Says There’s a ‘Black Tax’ on Common Wealth-Building Strategies,” by Leo Aquino, businessinsider.com, June 3, 2022.

“Michelle Singletary: ‘You Need Diversity,’” The Long View podcast, Morningstar.com, July 1, 2020.

“Lynnette Khalfani-Cox: ‘There’s a Huge Wealth Gap in America,’” The Long View podcast, Morningstar.com, Sept. 27, 2021.

Financial Advice and Education

“New Ariel-Schwab Black Investor Survey Shows Black Americans Continue to Trail Their White Counterparts in Building Wealth,” aboutschwab.com.

“4 Investing Rules Even ‘Regular’ People Can Use to Get Rich,” by Julien and Kiersten Saunders, money.com, June 14, 2022.

Junior Achievement BizTown

“Our Experiment With Cryptocurrency,” richandregular.com, Jan. 10, 2019.

“How to Offset the Cost of Education With a 529 Plan,” rich & REGULAR podcast, July 11, 2021.

Reading Rainbow

Neil deGrasse Tyson

Other

“Talking to Mom About Money,” Money on the Table, youtube.com, Aug. 2, 2020.

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Dana Anspach: How to Build an All-Weather Retirement Plan Oct 18, 2022

Show notes

Our guest on the podcast today is Dana Anspach. She is the founder and CEO of the financial planning firm, Sensible Money, based in Scottsdale, Arizona, and she has been practicing as a financial planner since 1995. Dana is also the author of the lecture series How to Plan for the Perfect Retirement, available on The Great Courses, and the author of the books Control Your Retirement Destiny and Social Security Sense. She has been writing as an expert on retirement-related topics since 2008, including contributions to MarketWatch and U.S. News & World Report, About.com, and The Balance. Dana is actively involved in the industry, serving on the Strategic Retirement Advisory Council for the Investments & Wealth Institute, where she helps them expand the reach of the Retirement Management Analyst, RMA, designation. She earned her bachelor’s degree from the University of Florida.

Background

Bio

Sensible Money

How to Plan for the Perfect Retirement, by Dana Anspach, The Great Courses

Control Your Retirement Destiny: Achieving Financial Security Before the Big Transition, by Dana Anspach

Social Security Sense: A Guide to Claiming Benefits for Those Age 60-70, by Dana Anspach

Retirement Spending and Current Environment

“Sequence Risk’s Impact on Your Retirement Money,” by Dana Anspach, thebalancemoney.com, Oct. 20, 2021.

“Well, Hello, Sequence Risk! Where’ve Ya Been?” by Jennifer Lea Reed, fa-mag.com, Oct. 1, 2022.

“Jonathan Guyton: What the Crisis Means for Retirement Planning,” The Long View podcast, Morningstar.com, June 17, 2020.

“3 Ways to Plan for Inflation in Retirement,” by Dana Anspach, thebalancemoney.com, April 6, 2022.

“Don’t Cheat Your Retirement With the 4% Rule,” by Dana Anspach, sensiblemoney.com, Aug. 25, 2020.

“The Three Phases of Retirement,” by Dana Anspach, sensiblemoney.com, June 22, 2022.

Retirement Portfolio Planning

“How to Build a Retirement Portfolio That Will Stand Up Over Time,” by Dana Anspach, sensiblemoney.com, July 28, 2020.

“Time Segmentation, a Smart Way to Invest Retirement Money,” by Dana Anspach, thebalancemoney.com, Jan. 31, 2022.

“5 Options for Retirement Income Portfolios,” by Dana Anspach, thebalancemoney.com, Nov. 24, 2021.

“How to Use Bond Ladders for Retirement Income,” by Dana Anspach, the balancemoney.com, Oct. 31, 2021.

“What Is an Inflation-Protected Bond?” by Dana Anspach, thebalancemoney.com, May 22, 2022.

“Comparing I Bonds to Treasury Inflation-Protected Securities,” by Dana Anspach, thebalancemoney.com, May 4, 2022.

Retirement Planning Lifestyle

“3 Ways to Stress-Test Your Retirement Income Plan,” by Dana Anspach, sensiblemoney.com, Dec. 19, 2020.

“Roth Conversions—When Is Enough Enough?,” by Robert Powell, thestreet.com, Dec. 22, 2021.

“Delayed Retirement Credits Boost Social Security Benefits Up to 25%,” by Dana Anspach, thebalancemoney.com, March 15, 2022.

“7 Smart Ways to Secure Guaranteed Retirement Income,” by Dana Anspach, thebalancemoney.com, July 30, 2022.

“How to Add Annuities to Your Retirement Asset Allocation,” by Dana Anspach, thebalancemoney.com, April 25, 2022.

“3 Reasons to Buy Long-Term Care Insurance,” by Dana Anspach, thebalancemoney.com, Nov. 27, 2021.

“4 Alternatives to Buying Traditional Long-Term Care Insurance,” by Dana Anspach, thebalancemoney.com, June 30, 2022.

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Bob Pisani: Everyone Talks Their Book on Wall Street Oct 11, 2022

Show notes

Our guest on the podcast today is Bob Pisani. Bob is senior markets correspondent for CNBC, and he is also the author of a new book called Shut Up and Keep Talking. He got his start at CNBC covering the real estate market, then moved on to cover corporate management issues before becoming on-air stocks editor in 1997. In addition to covering the global stock market, he also covers initial public offerings, exchange-traded funds, and financial market structure for CNBC. Prior to joining CNBC, Bob co-authored Investing in Land: How to Be a Successful Developer. He and his father taught a course in real estate development at the Wharton School of Business at the University of Pennsylvania from 1987 through 1992.

Background

Bio

Shut Up and Keep Talking: Lessons on Life and Investing From the Floor of the New York Stock Exchange, by Bob Pisani

Investing in Land: How to Be a Successful Developer, by Robert Pisani and Ralph Pisani

“Confessions of a Deadhead: 40 Years With the Grateful Dead,” by Bob Pisani, cnbc.com, July 1, 2015.

Helping Investors

“Bob Pisani: Lessons I Learned Watching the Financial Crisis Unfold From a Front-Row Seat at NYSE,” by Bob Pisani, cnbc.com, Sept. 7, 2018.

“15 Big Ideas in ‘Disruptive Innovation’ According to Cathie Wood, Ark Funds,” by Chris Katje, yahoo.com, Feb. 1, 2021.

Behavioral Finance and Markets

What is Groupthink?

John Mulheren

Irrational Exuberance, by Robert Shiller

Influences

Art Cashin

Walter Cronkite

Jack Welch

“Jack Welch’s Approach to Leadership,” by Claudio Fernandez-Araoz, hbr.org, March 3, 2020.

Other

“U.S. Stock Market Is Taking Hits, But We’re Still Doing Better Than the Rest of the World,” by Bob Pisani, cbnc.com, Oct. 7, 2022.

“Billionaire Warren Buffet Swears by This Inexpensive Investing Strategy That Anyone Can Try,” by Bob Pisani, cnbc.com, Oct. 3, 2022.

“The Signs Traders Are Watching to Signal the Stock Market Has Bottomed,” by Bob Pisani, cnbc.com, Sept. 26, 2022.

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Dave Nadig: Peering Into the Future of Indexing, Governance, and Financial Technology Oct 04, 2022

Show notes

Our guest this week is Dave Nadig. Dave is Financial Futurist at VettaFi, a data and research firm that focuses on the ETF industry as well as nascent technologies like digital assets. Dave boasts decades of experience analyzing and writing about the investment management business both at VettaFi and before that at ETF.com. Dave is a sought-after speaker and frequently quoted in the media on matters pertaining to the ETF industry, market structure, and many other topics. He is also the author of a book on ETFs called A Comprehensive Guide To Exchange-Traded Funds. Dave received his bachelor's degree in Creative Writing from the University of Massachusetts Amherst and his MBA from Boston University.

Background

Bio

@DaveNadig

VettaFi

A Comprehensive Guide to Exchange-Traded Funds, by Dave Nadig

Futurism and Innovation

“Financial Futurist,” by Dave Nadig, etftrends.com.

“Tokenize Absolutely Everything,” by Dave Nadig, etfdb.com, Nov. 19, 2021.

Indexing

“ETF Prime: Dave Nadig on the Ethics of Indexing,” by Dave Nadig, nasdaq.com, May 17, 2022.

“Dimensional’s Conversion of Mutual Funds Into ETFs Pays Off,” by Beagan Wilcox Volz, ft.com, July 14, 2022.

“Bloomberg: Dave Nadig on Single-Stock ETF Risks,” by Aaron Neuwirth, etfdb.com, Aug. 19, 2022.

“ETF Edge: Dave Nadig Talks Direct Indexing,” by Aaron Neuwirth, etftrends.com, Sept. 13, 2021.

“Commentary: Direct Indexing: A Point Solution for Global Crises,” by Dave Nadig, jii.pm-research.com, May 19, 2022.

“Direct Indexing Is Like Customizing a Tesla, but With Your Portfolio, Investor Says,” by Lizzy Gurdus, cnbc.com, Sept. 16, 2021.

“Are You in the Retirement ‘risk zone’? These Investments Might Be Able to Protect You,” by Robert Powell, MarketWatch, July 15, 2022.

Governance and Regulation

“Proposed Legislation Promises to Empower Investors. What to Know,” by Lauren Foster, barrons.com, June 14, 2022.

“The INDEX Act: The Next ESG Battle Is for Your Vote,” by Dave Nadig, etftrends.com, Aug. 5, 2022.

“VettaFi’s Mid-Year Research Update: Big Picture,” by Dave Nadig, etfdb.com, July 15, 2022.

“The Inelastic Market Hypothesis: A Microstructural Interpretation,” by Jean-Philippe Bouchaud, arvix.org, January 2022.

“Yahoo Finance: Dave Nadig Discusses Investing Amidst Rising Rates, Crypto, and ESG,” by Karrie Gordon, etftrends.com, April 14, 2022.

“The Tricky Politics of Anti-ESG Investing,” by Liam Denning, washingtonpost.com, May 19, 2022.

Asset Allocation

“ETF Edge: Dave Nadig on Changes to the 60-40 Portfolio,” Nasdaq.com, April 19, 2021.

“Don’t Kill the 60/40 Portfolio: Vanguard Consultant,” by Bernice Napach, thinkadvisor.com, Aug. 3, 2021.

“TD Ameritrade: Dave Nadig on ESG and Bond Trends,” by Aaron Neuwirth, etftrends.com, May 3, 2021.

“Yahoo Finance: Dave Nadig on Alternative Allocations,” by Aaron Neuwirth, yahoo.com, May 25, 2022.

Advice Market

“Yahoo Finance: Dave Nadig Putting Crypto in Focus,” by Aaron Neuwirth, etftrends.com, May 19, 2021.

“Announcing the New Kitces AdvisorTech Directory and the State of the (Nerd’s Eye View) Blog,” by Michael Kitces, kitces.com, Jan. 31, 2022.

Knudge

Crypto and ETFs

“Nadig Appears on ETF Edge to Talk Emerging Markets, Value Investing, Crypto, and More,” by Evan Harp, etftrends.com, Aug. 29, 2022.

“Bitcoin Futures ETF: Lucy & the Football?” by Dave Nadig, etftrends.com, Aug. 31, 2021.

“How to Talk to your Client About NFTs,” by Dave Nadig, etftrends.com, March 30, 2021.

“The Problem With a Bitcoin Futures ETF,” by Dave Nadig, etftrends.com, Oct. 12, 2021.

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David John: Improving the Retirement System Sep 27, 2022

Show notes

Our guest on the podcast today is David John. David is a senior strategic policy advisor at the AARP Public Policy Institute, where he works on pension and retirement savings issues. He also serves as deputy director of the Retirement Security Project at the Brookings Institution. RSP focuses on improving retirement savings in the United States, especially among moderate and low-income workers. Before joining AARP, David was a senior research fellow at the Heritage Foundation. He also has extensive public policy experience working for a money center bank, a law firm, a credit union trade association, and four members of the House of Representatives. David has written and spoken extensively about the importance of reforming the nation's retirement programs. He is co-author with J. Mark Iwry of the Automatic IRA, a small business retirement savings program for firms that do not sponsor any other form of retirement savings or pension plan. In addition, David is one of four co-editors of the 2009 book Automatic: Changing the Way America Saves. David holds an ABJ in journalism, an M.A. in economics, and an MBA in finance—all from the University of Georgia.

Background

Bio

Automatic: Changing the Way America Saves, by William G. Gale, J. Mark Iwry, David C. John, and Lina Walker

Retirement Landscape

“How to Make Retirement Saving Easier for Millions of Americans,” by Renu Zaretsky, taxpolicycenter.org, Oct. 6, 2021.

“Small Retirement Accounts: Issues and Options,” by David C. John, J. Mark Iwry, Christopher Pulliam, and William G. Gale, brookings.edu.com, September 2021.

“Cashing Out: The Systemic Impact of Withdrawing Savings Before Retirement,” Savings Preservation Working Group, tsretirement.com, Oct. 29, 2019.

“How Auto IRAs Could Soon Improve Retirement for Millions of Americans,” by David C. John and J. Mark Iwry, brookings.edu.com, Oct. 20, 2021.

“The Current State of U.S. Workplace Retirement Plan Coverage,” by John Sabelhaus, repository.upenn.edu, March 2022.

“How Can the Retirement System Help More People Afford Retirement?” by William G. Gale, David C. John, and J. Mark Iwry, brookings.edu, Aug. 3, 2021.

“Nontraditional Workers Face Multiple Barriers to Saving for Retirement,” by Alison Shelton and John Scott, pewtrusts.org, Nov. 9, 2021.

“How to Take Portfolio Withdrawals in a Market Downturn,” by Adam Shell, aarp.org, March 25, 2022.

“State Auto-IRAs Continue to Complement Private Market for Retirement Plans,” by Theron Guzoto, Mark Hines, and Alison Shelton, pewtrusts.org, July 25, 2022.

“The Automatic IRA at 15: Helping Americans Build Retirement Security,” by J. Mark Iwry and David C. John, brookings.edu, Feb. 12, 2021.

Emergency Savings

“Brigitte Madrian: ‘Inertia Can Actually Be a Helpful Thing,’” The Long View podcast, Morningstar.com, April 22, 2020.

“Building Emergency Savings Through Employer-Sponsored Rainy-Day Savings Accounts,” by John Beshears, James J. Choi, Mark Iwry, David C. John, David Laibson, and Brigitte C. Madrian, hbs.edu, 2020.

“Saving at Work for a Rainy Day: Results From a National Survey of Employees,” aarp.org, Dec. 4, 2018.

Retirement Decumulation

“When Income Is the Outcome: Reducing Regulatory Obstacles to Annuities in 401(k) Plans,” by J. Mark Iwry, William Gale, David John, and Victoria Johnson, brookings.edu, July 2019.

“The SECURE Act: A Good Start but Far More Is Needed,” by J. Mark Iwry, David C. John, and William G. Gale, brookings.edu, Jan. 8, 2020.

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Tim Steffen: Tax-Saving Strategies for a Falling Market Sep 20, 2022

Show notes

Our guest on the podcast today is Tim Steffen, director of tax planning for Baird. In his role, Tim researches, writes, and speaks about various tax matters, including retirement planning, executive compensation, legislative changes, and overall best practices. Tim originally joined Baird in 1999, serving in a variety of planning-oriented roles, most recently as director of advanced planning. He left Baird in 2019 to join the Advisor Education team at Pimco, then returned to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen's Private Client Services group. He earned his bachelor's degree in accounting from the University of Illinois. He is a Certified Public Accountant/Personal Financial Specialist, a Certified Financial Planner professional, and a Certified Private Wealth Advisor professional.

Background

Bio

Student Loan Forgiveness and Inflation Reduction Act

American Rescue Plan

“5 Questions About Student Loan Forgiveness,” by Lia Mitchell and Karen Wallace, Morningstar.com, Aug. 29, 2022.

“What Student Loan Forgiveness Means for Your Finances,” by Amy C. Arnott, Morningstar.com, Sept. 2, 2022.

“Fact Sheet: The Inflation and Reduction Act Supports Workers and Families,” whitehouse.gov, Aug. 19, 2022.

“IRS Tax Return Audit Rates Plummet,” by Ashlea Ebeling, forbes.com, May 18, 2022.

S Corporations

Tax-Loss Selling in a Weak Market

What Is Tax Selling?

“It’s Time for Tax-Loss Selling,” by Christine Benz, Morningstar.com, June 3, 2022.

“Michael Kitces: Does Portfolio Customization Pay Off?” The Long View podcast, Morningstar.com, Aug. 23, 2022.

IRA Conversions

“IRAs: To Convert or Not To Convert?” bairdwealth.com, August 2022.

“Surprising Upsides in a Down Market,” bairdwealth.com, June 22, 2022.

“Are IRA Conversions a Good Idea During Volatility?” Interview with Christine Benz and Tim Steffen, Morningstar.com, May 12, 2020.

“Is the Backdoor Roth Still Legit?” by Christine Benz, Morningstar.com, Jan. 21, 2022.

“Don’t Let Pro Rata Rules Trip Up Your Retirement Plan,” by Christine Benz, Morningstar.com, Feb. 27, 2018.

Inherited IRAs

“The Secure Act, RMDs, and Beneficiaries: Another Wrinkle,” by Natalie Choate, Morningstar.com, Dec. 8, 2021.

“Why You Should Review Your Estate Plan This Year,” Interview with Christine Benz and Ed Slott, Morningstar.com, March 23, 2022.

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Farnoosh Torabi: 'Money Is Meaningless Without Goals' Sep 13, 2022

Show notes

Our guest on the podcast today is personal finance expert Farnoosh Torabi. Farnoosh is editor at large for CNET Money. She has also written several books, including When She Makes More and You're So Money. In addition, Farnoosh hosts the Webby-nominated So Money podcast, where she interviews leading experts and authors about their financial perspectives and answers listeners' questions. For several years, she has hosted the Webby-nominated web series Financially Fit on Yahoo. She has also served as a money coach on such shows as Remake America on Yahoo, Bank of Mom and Dad on SOAPnet, and TLC's Real Simple, Real Life. Farnoosh graduated with honors from Penn State University with a degree in finance and international business. She also holds a master's degree from the Columbia University Graduate School of Journalism.

Background

Bio

CNET Money

So Money podcast

When She Makes More: The Truth About Navigating Love and Life for a New Generation of Women, by Farnoosh Torabi

You’re So Money: Live Rich, Even When You’re Not, by Farnoosh Torabi

David Bach

Jean Chatzky

“Jean Chatzky: ‘Financial Stress Is a Big Topic in Need of More Oxygen,’” The Long View podcast, Morningstar.com, Dec. 15, 2020.

Current Environment and Personal Finance

“3 Money Questions to Ask Yourself in a Recession, According to Financial Expert Farnoosh Torabi,” by Nick Wolny, time.com, April 11, 2022.

“Saving for Retirement at Every Age,” by Farnoosh Torabi, farnoosh.tv.com.

“The Best Financial Apps and Tools to Help You Save, Spend, and Invest Better,” by Farnoosh Torabi, time.com, Jan. 4, 2022.

Women and Money

“Why the World Is Better Off When Women Make More—With Farnoosh Torabi,” Marriage, Kids, and Money interview, youtube.com, Oct. 22, 2018.

“Americans See Men as the Financial Providers, Even as Women’s Contributions Grow,” by Kim Parker and Renee Stepler, pewresearch.org, Sept. 20, 2017.

“Equal Pay Day: One Bright Spot,” by Farnoosh Torabi, farnoosh.tv.com.

“Why Financial ‘Fairness’ Can Be a Losing Game in Your Marriage,” by Farnoosh Torabi, cnet.com, Oct. 13, 2021.

“Ask Farnoosh: Investing in a Bear Market, Changing Jobs and Earning More,” So Money podcast, cnet.com, July 8, 2022.

“How to Ask for a Raise in a Pandemic Recession,” by Farnoosh Torabi, washingtonpost.com, Aug. 31, 2020.

So Money Podcast

“Black Wealth Matters: Queen Latifah,” So Money with Farnoosh Torabi, June 10, 2020.

“Adam Torabi (Dad!): A Layoff Comeback Story,” So Money with Farnoosh Torabi, July 11, 2018.

“Ask Farnoosh: Your Biggest Student Loan Forgiveness Questions, Answered,” So Money with Farnoosh Torabi, Sept. 2, 2022.

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Sarah Ketterer: 'Forget Value, Think Valuation' Sep 06, 2022

Show notes

Our guest this week is Sarah Ketterer. She is CEO and fundamental portfolio manager at Causeway Capital Management, the firm she co-founded in 2001. In her role, she is responsible for overseeing investment research across all sectors and is a member of the firm's operating committee. As a part of her duties, Ketterer manages Causeway's flagship international value strategy, including the Causeway International Value fund, which she has run since its 2001 inception. Prior to founding Causeway, she was a senior leader and portfolio manager at Hotchkis & Wiley. She earned her bachelor's degree in economics and political science from Stanford University and an MBA from the Tuck School, Dartmouth College.

Background

Women in Institutional Investments Network

Causeway International Value Fund Investment Team Named Morningstar’s 2017 International-Stock Fund Manager of the Year

Investment Approach

“A Topnotch Foreign Large-Value Vehicle for the Long Haul,” by William Samuel Rocco, Morningstar.com, Nov. 8, 2021.

“Growth and Value Equity Opportunities: Morningstar Investment Conference,” by Charles Paikert, familywealthreport.com, May 23, 2022.

“Combining our Time-Tested Abilities in Developed and Emerging International Markets,” causewaycap.com.

“Investors Should Be Ready to Buy When We Are Clearly in a Recession,” by Cristoph Gisiger, causewaycap.com, Dec. 6, 2022.

“Where to Invest $10,000 Right Now,” by Suzanne Woolley, Bloomberg.com, May 18, 2022.

The StarMine Analyst Revisions Model (ARM)

Value Investing and Turnarounds

“'We Started Jumping Out of Our Shoes': Auto Share Drop Revs Up Value Shop,” by Vicky Ge Huang, citywireusa.com, April 2, 2018.

“Buy ‘Dull’ Cash-Flowing Stocks, Causeway’s Ketterer Says,” by John Gittelsohn, financialpost.com, June 5, 2022.

“Top Global Value Manager Sarah Ketterer Identifies Some ‘Outstanding’ Bear Market Opportunities,” Wealthtrack podcast, wealthtrack.com, July 8, 2022.

“Why This Top Manager Thinks Markets Are Less Risky Now,” by Katie Rushkewicz Reichart, Morningstar.com, May 17, 2022.

“Where a Value Manager and a Growth Manager See Opportunities, Risks Now,” by Dinah Wisenberg Brin, thinkadvisor.com, May 23, 2022.

“Activist Investors Descend on ‘Bargain Basement’ UK Companies,” by Harriet Agnew and Arash Massoudi, ft.com, Feb. 1, 2022.

Portfolio Positioning

“Sarah Ketterer’s 5 Favorite Energy Stocks,” by Sydnee Gatewood, gurufocus.com, June 20, 2022.

“Sarah Ketterer’s 5 Favorite Tech Stocks,” by Sydnee Gatewood, gurufocus.com, June 15, 2021.

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Cameron Huddleston: Talk to Your Parents About Their Finances Aug 30, 2022

Show notes

Background

Bio

Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances, by Cameron Huddleston

Carefull

Talking to Parents and Kids About Money

“Why I Wrote ‘Mom and Dad, We Need to Talk,’” by Cameron Huddleston, cameronhuddleston.com, June 19, 2019.

“What I Teach My Kids About Money,” by Cameron Huddleston, cameronhuddleston.com, July 10, 2019.

“Why You Should Talk to Your Adult Children About Your Finances,” by Cameron Huddleston, getcarefull.com, July 29, 2022.

“Protect Aging Parents by Auditing Their Wallets,” by Cameron Huddleston, getcarefull.com, Aug. 19, 2022.

“Financial Signs of Alzheimer’s Disease and Dementia,” by Cameron Huddleston, getcarefull.com, July 6, 2022.

“How Financial Advisors Are Becoming Financial Caregivers,” by Cameron Huddleston, thinkadvisor.com, June 18, 2021.

“How to Help Your Parents Hire a Financial Advisor,” by Cameron Huddleston, getcarefull.com, June 9, 2022.

Estate Planning

“Estate Planning for Aging Parents: It’s Never Too Late,” by Peter Lauria, thebalance.com, Aug. 15, 2022.

“Why You Need a Living Will Now More Than Ever,” by Cameron Huddleston, cameronhuddelston.com, April 23, 2020.

“Why You Need a Will or Trust,” by Cameron Huddleston, getcarefull.com, Dec. 7, 2021.

Cognitive Decline and Long-Term Care

“6 Signs Your Parents Need Help With Their Finances,” by Cameron Huddleston, getcarefull.com, Nov. 8, 2021.

“Your Parent Was Diagnosed With Alzheimer’s. Now What?” by Cameron Huddleston, getcarefull.com, June 9, 2022.

“How Hybrid Life Insurance Pays for Long-Term Care,” by Cameron Huddleston, forbes.com, July 26, 2022.

“How Your Risk of Financial Exploitation Increases As You Age,” by Cameron Huddleston, security.naifa.org, Feb. 3, 2022.

“What to Know About the Different Types of Long-Term Care,” by Cameron Huddleston, getcarefull.com, June 9, 2022.

“How to Talk to Your Parents About Long-Term Care,” by Cameron Huddleston, June 9, 2022.

“Financial Risks That Make It Difficult to Age in Place,” by Cameron Huddleston, getcarefull.com, Aug. 26, 2022.

“How Financial Care Is Part of Aging in Place,” by Cameron Huddleston, getcarefull.com, Aug. 15, 2022.

Financial Fraud

“How Your Risk of Financial Exploitation Increases as You Age,” by Cameron Huddleston, security.naifa.org, March 29, 2022.

“How to Guard Against Elder Fraud,” by Cameron Huddleston, getcarefull.com, June 9, 2022.

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