The Long Term Investor

Peter is joined by Caleb Silver, Editor in Chief of Investopedia and host of The Investopedia Express podcast.   As one of the leading financial journalists today, Caleb shares his unique perspective on market and consumer trends.   Listen now and learn about: The role Investopedia plays in educating individual investors How the Investopedia Anxiety Index acts as a leading indicator of market panic Unique tools to help you learn and improve investing outcomes     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Should you manage your money or hire a professional to help?   In the first of a three-part series on hiring an advisor, you will learn: How to think about doing any given task versus hiring a professional The value of an advisor according to a prominent Vanguard study Common mistakes investors make on their own   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Peter interviews Gerard O’Reilly, Co-Chief Investment Officer and Chief Investment Officer of Dimensional Fund Advisors, which manages $653 billion for clients across the globe.   Listen now and learn: Gerard’s perspective on current market valuations, interest rates, and inflation A behind-the-scenes look at Dimensional’s approach to research and implementation decisions What to expect for the future of the investing universe   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

With so many different investments, how should you choose what to include in your portfolio?   Listen now and learn: The tradeoffs between implementing a bad idea and missing out on a good one A framework for determining whether higher performance is the result of chance A process for making choices about adding a new position to your portfolio   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Phil Huber is a wealth management practitioner and an investment-industry thought leader. As a CFA and CFP®, Phil is uniquely qualified to help investors design, implement, and stick with evidence-based portfolios built to hit long-term financial goals. Listen now and learn: - How the role of Chief Investment Officer has changed over time - Insights from Phil’s new book, The Allocator’s Edge -  How Phil defines “long term” invests his own money

Peter answers your questions in his latest mailbag episode.   Listen now and learn: How to estimate spending in retirement At what point should you stop saving for retirement Considerations for refinancing in 2022   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Cryptocurrency investors have been clamoring for a bitcoin ETF to make it easier for average investors to gain exposure to the crypto market without having to mine bitcoin themselves. The wait is finally over, so now the question is whether the Bitcoin ETF makes sense for you.   Listen now and learn: How Bitcoin ETF returns will differ from changes Bitcoin prices Problems with common investment theses for owning Bitcoin A framework for thinking about adding Bitcoin to your portfolio     Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

While people tend to focus more of their attention towards the stock portion of their portfolios, but understanding the underlying fundamentals of your bond portfolio is important too.   The biggest mistakes investors make tend to occur when yields are their lowest, so listen now to learn: The key drivers of bond returns How rising rates can be a good thing for long-term investors The disadvantages of owning individual bonds instead of bond funds   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

The national debt is always a hot topic, particularly when the country bumps up against the debt ceiling.   Information from the media is often incomplete or biased, so it’s hard to understand what the implications are for investors.   Listen now and learn: How the debt ceiling works and what to expect in the future What the growing U.S. national debt means for investors Investment implications for the long-term investor   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Lifestyle creep happens when your spending rises with your income and you adjust to a more expensive way of living. Once you get used to a certain lifestyle, cutting back can be very hard to do.   Listen now and learn about: How this sneaky financial phenomenon can derail your financial progress A system that directs dollars to the things that matter to you most and keep us on track for reaching our end goals Resources to help stomp out lifestyle creep   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.