The Long Term Investor

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.   Listen now and learn: Key strategies for deferred compensation plans Advanced strategies for exercising stock options The important nuances of establishing a 10b5-1 plan   Be sure to also check out last week's episode with Der...

Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, shares his vast knowledge of integrating equity and executive compensation into comprehensive financial planning strategies.     Listen now and learn: The essential considerations and tax implications for incorporating equity compensation into your financial plan Unique risks faced by employees with large company stock positions A syst...

Peter provides a data-driven analysis of what investing in stocks at an all-time high means for investors today.     Listen now and learn: The significance of all-time highs in the stock market How current dynamics fit into the natural growth cycle of the market Insights into balancing risk and opportunities that lead to confident investment decisions   Visit www. TheLongTermInvestor.com for show...

Callie Cox, an acclaimed investment analyst, shares her expertise on navigating the complexities of the financial world in 2024. Tune in for an enlightening discussion that blends technical analysis with practical advice for both seasoned and aspiring investors.   Listen and learn:   What sparked the year-end rally and what to expect in 2024 Key insights from eToro's Retail Investor Survey What to...

  This episode explores the groundbreaking approval of spot price bitcoin ETFs by the SEC. Understand the impact of this development on investors   Listen now and learn: How spot price bitcoin ETFs differ from previous bitcoin ETF products The nuances of popular bitcoin investment theses Important questions to ask prior to investing in bitcoin   Visit www. TheLongTermInvestor.com for show notes, f...

This episode features a deep conversation with renowned author and coach Brad Stulberg, exploring the intricate dynamics of mastering change in both personal and professional spheres.     Drawing from Stulberg's latest book, "Masters of Change: How to Excel When Everything is Changing – Including You," they delve into the science behind change and how individuals can navigate change effectively.  ...

In this episode, we explore setting financial goals that transcend mere numbers.   Listen now and learn: Why most money goals aren't aligned with holistic wealth How to set meaningful financial goals Ways to align your spending with those goals   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

This is the sixth episode of the Investing By Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.   As you retire and transition from saving to spending, there are several unique planning opportunities and challenges that arise.   Listen now and learn: H...

This is the fifth episode of the Investing By Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.   In your 60s, retirement is approaching quickly. The decisions you make in the few years leading up to retirement and the first few years of retirement are...

This is the fourth episode of the Investing By Age series. The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    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...

This is the third episode of the Investing By Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    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 savin...

This is the second episode of the Investing by Age series.   The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.    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 i...

This is the first episode in the Investing by Age series.    The episode originally aired in July of 2022 in a six-part series. Although this is a replay, the content shared is just as relevant today and important to consider for your finances.     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 co...

What does it mean to be a long-term investor? In this special mash up episode, all the show's guests from the past year weigh in.   Listen now to hear from Ben Carlson, Taylor Schulte, Burton Malkiel, Phil Huber, Rubin Miller, Dasarte Yarnway, Robin Powell, Brian King, Jeremy Schwartz, Rick Ferri, Mike Piper, Carl Richards, Ashby Daniels, Polina Pompliano, Mathieu Pellerin, John Jennings, Cait How...

Recorded in front of a live audience for the CFA Society of Detroit's Annual Luncheon, Morgan Housel shares key insights from his new book Same As Ever. Morgan Housel is a partner at the Collaborative Fund. His first book, The Psychology of Money, has sold over four million copies and has been translated into 53 languages. Listen now and learn: Why people get so focused on predictions How optimism...

William Bernstein, author of The Four Pillars of Investing , joins the show to talk about the most recent edition of his highly influential work.   Listen now and learn: What are the four pillars of investing The history of risk and common traits of a bubble Potentially attractive segments of the market   Visit www. TheLongTermInvestor.com for show notes, free resources, and a place to submit ques...

Just as you'd scrutinize a potential new car's specs or a house's foundation, your investments deserve the same diligence. The Form ADV Part 2 offers a panoramic view into the inner workings of an advisory firm, from its business practices to the individuals pulling the strings behind the curtains.    Listen now and learn: Where to find this important document Key points to examine carefully How t...

Hal Hershfield is a Professor of Marketing, Behavioral Decision Making, and Psychology at UCLA's Anderson School of Management. His research, which sits at the intersection of psychology and economics, examines the ways we can improve our long-term decisions.     Listen now and learn: How our identities change over time Why our future self feels like a complete stranger Ways to make good long-term...

Dive into the world of evidence-based investing, where empirical research informs portfolio strategies. meets portfolio construction. This episode unravels the science behind applying successful investing strategies and avoiding mistakes that can hinder your financial growth.   Listen now and learn: Foundational principles behind evidence-based investing Insights into optimizing your portfolio for...

The time for year-end tax and estate planning is now, and this year it's particularly important to get started as certain provisions from the Tax Cuts and Jobs Act will end soon. Plancorp's Susan Jones, JD, CFP joins the show to explain these important planning opportunities that deserve your attention before the end of the year.   Listen now and learn: The role tax projections play in long-term f...

Live from Future Proof, the world's largest wealth festival, Meir Statman talks about the evolution of behavioral finance and how the latest generation of behavioral finance focuses on holistic well-being.   Listen now and learn: The three generations of behavioral finance The difference between "errors" and "wants" The tradeoffs between a financially optimal and behaviorally optimal portfolio Vis...

Concentrated stock positions typically emerge through employee compensation, inheritance, or a singularly successful investment. But in all cases, a large individual stock position introduces unnecessary risk to your portfolio.   Listen now and learn: Why investors tend to avoid diversifying concentrated stock positions   Four ways to diversify concentrated stock positions How SMAs supercharge tax...

When you plan to invest a large amount of money, you probably want to know when it's best to invest that cash. Should you invest it all at once or dollar cost average over time?   Listen now and learn: Historical probabilities of positive market returns How markets perform after reaching all-time highs Eye-opening results from a multi-decade study on market timing   Visit www. TheLongTermInvestor....

Jesse Cramer, author of The Best Interest, joins the show to share his in-depth research into the astounding math behind car ownership.   Listen now and learn: How to evaluate the impact of time owned vs miles driven When purchasing a used car is smarter than buying a new car How leasing compares to owning from a cost perspective Visit www. TheLongTermInvestor.com for show notes, free resources, a...

The Federal Reserve recently unveiled a new payments system called FedNow that would replace the United State's antiquated system created more than 50 years ago. But like anything else, change can cause anxiety and there is a lot of false information floating around making matters worse.     Listen now and learn: The basics of the FedNow system   How FedNow is different from digital currency Why F...