The Long Term Investor

2022 has been a challenging time for global investors. Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage, joins to share insight on everything that’s been happening and what to look out for in the future.   Listen now and learn: Whether or not we are in a recession When we can expect inflation to begin cooling Where attractive opportunities exist today   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Now that interest rates have risen, investors need to know where it’s best to look for yield.   Listen now and learn: The market higher yields makes investing most attractive The shortfalls of relying on dividend stocks as a bond replacement Why a total return approach is better than focusing on just income   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Successful investing is all about minimizing mistakes. Perhaps the most common mistake among people who take a natural interest in investing is owning individual stocks.   Listen now and learn: How many professional investors failed to outperform the market A few mind-blowing statistics on the historical performance of individual stocks How taxes should be considered when diversifying out of stock positions     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Eduardo Repetto, CIO of Avantis Investors, discusses a variety of concepts related investing for higher expected returns.   Listen now and learn: Why different securities have different expected returns The shortfalls of style indices A theoretical framework for value investing     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.   Listen now and learn: How to simplify your investments Strategies for minimizing your total lifetime tax bill Different ways to navigate healthcare costs   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years in retirement are potentially the most impactful financial decisions of your lifetime.   Listen now and learn: How to prepare for market downturns before retirement A simple strategy for projecting future expenses Where to download a comprehensive retirement readiness checklist   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Your 50s are the time you have the highest earnings and ability to save, so it’s time to make the most of it.   Listen now and learn: How to take advantage of your peak earning years Ways to eliminate unnecessary investment risks     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the third episode of the Investing By Age series. As you move into your peak earning years, it’s all about making smart decisions right now.  Listen now and learn: How to optimize your retirement savings Ideas for strategically investing for education costs 5 estate planning documents you need to get   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the second episode of the Investing by Age series.   Your 30s are the time to begin building lasting wealth to meet life’s growing demands.   Listen now and learn: Best practices for consolidating your investments How to prioritize paying down debt vs investing goals The 3 essential components to protecting you against the unexpected   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.  

This is the first episode in the Investing by Age series.   The financial decisions you make in your 20s are arguably more impactful than any other time in your life because of the time your decisions have to compound.     Listen now and learn: Why it’s important to start investing now The essential elements to investing in your 20s The most important thing to avoid in your investments   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.