The most recent lesson in the video series Learn To Invest In 7 Steps explores why asset class valuations are critical to investment success. Specifically, it introduces the cyclically adjusted price-to-earnings ratio (or CAPE) and shows how subsequent stock returns are related to the beginning valuation. Lesson 16: Asset Class Valuations … [Read more...]
Audio Six Pack 2: Performance, Momentum, Private Capital, Insurance and Professional Advisors
Audio Six Packs combine six audio lessons into one file so you can stream or download them without having to switch from one audio lesson to the next. This audio six pack covers the following topics in sequential order: How Detailed of Performance Records Should You Keep An Introduction To Private Capital - starts at 5:48 2014 Market Review - starts at 17:48 Should You Buy Insurance Or Self-Insure: The Case For Long-term Care Insurance - starts at 28:51 When Should You Use A … [Read more...]
The Powerful Impact of Momentum
This audio lesson shares a recent study that illustrates the powerful impact of momentum on investment performance. The episode length is 7 minutes. … [Read more...]
When Should You Use A Professional Financial Advisor
This audio lesson discusses the criteria to consider when deciding when to use a professional financial advisor such as a tax accountant or financial planner. The episode length is 6 minutes. … [Read more...]
New Video Added: Lesson 14 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps explores how investment managers research individual securities and why you might want to focus on asset classes instead of individual stocks and bonds. Lesson 14: Why Focus On Asset Classes … [Read more...]
Should You Buy Insurance or Self Insure? The Case of Long-term Care Insurance
This audio lesson discusses the criteria to consider when deciding whether to purchase insurance or to self-insure. It uses long-term care insurance as an example to walk through the insurance decision process. The episode length is 14 minutes. … [Read more...]
New Video Added: Lesson 13 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps shares what I have learned about investing from two more of my investing mentors. Lesson 13: Mentor Spotlight - Ned Davis and Jeremy Grantham … [Read more...]
2014 Market Review
This audio lesson provides an overview of investment market returns in 2014, key takeaways and what went well and not so well in my own investment portfolio. The episode length is 11 minutes. … [Read more...]
New Video Added: Lesson 12 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps shares what I have learned about investing from two of my investing mentors. Lesson 12: Mentor Spotlight - Seth Klarman and Howard Marks … [Read more...]
An Introduction to Private Capital
This audio lesson is an introduction to private capital. Topics discussed include: What are the types of private capital. How are private capital funds structured. Who can invest. Why do institutions and individual investors invest in private capital. What are the return expectations for private capital. The episode length is 12 minutes. … [Read more...]
