Paul and Evan share an insider’s look at a recent conference they attended and get into a great conversation about how evidence-based investing protects their clients from risk. They address a common problem that sucks people into working with large investment firms: The firms sound like they are evidence-based, but they are really engaging in market timing. Listen along as these two advisors talk about how these companies use terms like “rebalancing” and how their performance data doesn’t actually have anything to do with the quality of their investments.
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Today, Paul highlights three phrases to be wary of in a financial advisor’s disclosure document (ADV Part 2): “fundamental analysis,” “technical analysis,”
Today, Paul invites Michael Sharpnack onto the show to talk about some common misconceptions about how to take an income in retirement.
Today, Paul invites Michael Sharpnack onto the show, where the two talk about their trip to the Murfreesboro office and about some
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