Giving to charity is relatively straightforward, but there are many ways to maximize your gift and tax benefit with just a little planning. In this episode, Plancorp’s Sara Gelsheimer shares her deep knowledge of charitable giving strategies. Listen now and learn:         The difference between charitable giving and charitable planning         Important things to ask charities before giving         Strategies for maximizing the tax benefit of your charitable gifts   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. —---------------------------------------

Although the popularity of index investing has exploded in the past decade, actively managed funds still make up the majority of investor assets.   Listen now and learn: How often active managers fail to beat the market Why managers that do win fail to keep winning Three key characteristics that deserve most of your attention     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

There is overwhelming evidence showing traditional active management is a losing strategy, but investors of all kinds still use it.   In this week’s episode, I’m joined by Dr. Andrew Berkin, author of The Incredible Shrinking Alpha: How to Be a Successful Investor Without Picking Winners.   Listen now and learn:   Why it’s difficult to outperform the market Why the opportunity to outperform is shrinking Clear strategies to help you improve your likelihood of success     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  

The collective knowledge of financial markets is one of the reasons it is extremely difficult for active managers to consistently outperform the market.   Listen now and learn: Why groups are good a guessing the weight of cows and jellybeans The reason you should assume market prices aren’t wrong The importance of harnessing the power of markets for your own portfolio   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Bob Seawright, author of The Better Letter, joins to share insights on making behavioral finance actionable.   Listen now and learn: How to make behavioral finance actionable The two human biases that matter most Why it’s important to focus on process rather than outcomes     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

One of my favorite concepts when thinking about financial markets is complex adaptive systems, a concept that may sound overwhelming but is very easy to understand when thinking about piles of sand.   Listen now and learn: An easy way to understand complex adaptive systems The benefit to thinking of the stock market like a sandpile Implications for your investment strategy     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This episode features Steve Liberatore, Nuveen’s Head of ESG/Impact for Global Fixed Income.   Listen now and learn: The case for ESG bonds What makes a bond ESG or sustainable Why ESG bonds impact is more tangible than an ESG stock investment   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

You may think that a Wealth Manager and Financial Advisor are the same thing, but a closer look at the distinctions reveals some important differences.   Listen now and learn: What it means to be a Wealth Manager How to know if you’ve outgrown basic financial advice The most important thing to keep in mind when looking for an advisor     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

As sustainable investing has gotten more popular, the industry and the media has largely erased the original meanings of the terms we used to rely on to help us differentiate between the different types.   Sam Adams, co-founder of Vert Asset Management and co-author of Your Essential Guide to Sustainable Investing, joins the show to explain everything you need to know.   Listen now and learn: The different types of sustainable investing 6 methods for being an ESG investor What returns to expect going forward     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

If you’ve made the commitment to invest in yourself by assembling a professional team around you, it’s worth taking the time to ask: are you getting the full value for the price you’re paying? And are there competencies your advisor might be missing?   Here are some questions that can make sure your financial advisor is not only someone you can fully trust but also someone who’s doing the most for you. Listen now and learn: 6 questions to ask your advisor The importance of getting a fiduciary commitment in writing How an advisor’s compensation impacts their advice   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.