As consumers, we’ve come to expect customization and personalization with most things these days, whether it’s our coffee order, streaming preferences, or insurance policies…So why should our investments be any different?   With direct indexing, investors can create custom portfolios based on their specific goals, values, and preferences.    Listen now and learn: How direct indexing differs from ETFs and mutual funds The benefits of direct indexing Types of investors best suited for direct indexing   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This week, financial history expert Jamie Catherwood of Investor Amnesia joins the show to share the history of innovation in investment vehicles and how it impacts investors today. Listen now and learn: The importance of understanding financial history Lessons from investment bubbles of the past How investment vehicles have evolved over time Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The daily news cycle is of very little importance when it comes to long-term investing, but the failure of Silicon Valley Bank is the type of news item that catches the attention of even the most disciplined investor.   Listen now and learn: What happened with Silicon Valley Bank The broader health of the banking industry Implications for future investors     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In this episode, I’m joined by Jeremy Schwartz, Global Chief Investment Officer at WisdomTree.   Prior to joining WisdomTree in 2005, Jeremy was a head research assistant for Professor Jeremy Siegel and, in 2022, became Professor Siegel’s co-author on the sixth edition of the book Stocks for the Long Run.   Listen now and learn: Why you should want to own stocks right now Why fundamental indexing is better than indexing How to manage cash in the current yield environment     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Being more than a year into the current bear market, it’s natural to wonder when it will end. In this episode, Peter shares his thoughts on where we are in the market cycle and how to invest going forward.   Listen now and learn: Typical size and duration of bear market declines and recoveries The likelihood that the U.S. economy goes into recession Five insights on how to invest going forward     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  

The SECURE 2.0 Act passed at the end of 2022 includes 100 changes to the rules governing retirement savings. In this episode, I’m joined by Plancorp’s Chief Planning Officer, Brian King, to talk through the most important opportunities resulting from the legislation.   Listen now and learn: The impact of SECURE 2.0 on people nearing or in retirement How new provisions make it easier for workers to balance current needs with future goals The biggest planning opportunities from SECURE 2.0 Act     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Creating a budget and sticking to it is difficult for most people because the process is time consuming and restrictive. Traditional budgeting forces you to make every decision as if you live in a spreadsheet. But guess what? You don’t live in a spreadsheet.   Listen now and learn: Why a reverse budget is better than traditional budgeting 3 steps to set up an automatic reverse budget An extra tip for supercharging your savings     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Robin Powell is an award-winning journalist and campaigner for positive change in global investing, advocating better investor education, and greater transparency.   Listen now and learn: ●      what evidence-based investing is all about ●      The importance of developing a financial plan prior to choosing investments ●      The differences in the adoption of evidence-based investing outside the U.S.     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Measuring the success of your portfolio is important for several reasons, but most people don’t know how to properly measure the success of their portfolios.   Listen now and learn: The purpose of a benchmark for your investment portfolio The difference between Portfolio-Based Benchmarks and Goals-Based Benchmarks Meaningful questions to ask when evaluating performance       Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Upon starting his independent advisor journey in 2015, Dasarte Yarnway quickly learned that underrepresented clients and advisors alike were overlooked and underserved.    Due to the grave statistics associated with this reality, he sought out to change the landscape of the financial services industry one client and one advisor at a time.    Listen now and learn about: Changes in financial services over the last decade The importance of diversity in financial services and how to increase it The most important thing an advisor can do for business owners and entrepreneurs Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.