2018: Can Market Predictors Make You a Better Investor? With Larry Swedroe - 170

Поділитися
Вставка
  • Опубліковано 6 лют 2025
  • Free financial resources and episode transcript: bit.ly/YMYW_170
    Schedule a free assessment with an experienced financial professional: bit.ly/PureAsse...
    Office locations: bit.ly/PureLoc...
    Ask Joe & Big Al On Air: bit.ly/AskJoeA...
    Subscribe to our UA-cam channel: bit.ly/YMYW-YT
    Subscribe to the Your Money, Your Wealth® podcast: link.chtbl.com...
    Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive investing, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago - and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al talk dynasty trusts, for those with an estate like Secretary of the Treasury Steve Mnuchin, who is worth about $300 million.
    IMPORTANT DISCLOSURES:
    • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
    • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
    • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
    • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
    • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
    • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
    CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
    CPA - Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.
    #retirementplanning

КОМЕНТАРІ •