Keep it Simple

Are Women Better Investors Than Men?

Some studies show that women tend to earn slightly better returns than men— but why is that? Is it that girls rule and boys drool? Or is it that women have that have natural tendencies that lead to slightly more favorable investment outcomes? Find out today on another exciting, chair-gripping, knowledge-inducing episode of Keep it Simple.  

 

Links to studies used in today's episode:

The same but different: Gender differences in retail investor behavior (2020)

2021 Women and Investing Study (2021)

 

Do you have a topic that you would like discussed in our next episode? Email us at podcast@assetbuilder.com

 

Find all show notes at

assetbuilder.com/podcast

 

 

Understanding Our Investment Biases

Investment bias can lead us down paths that seem logical but ultimately work against us. To put it in a more positive light, managing these biases can help improve performance. Today, Adam Morse and Janet Griffith help us understand our investment biases. 

 

Charles Schwab Survey 

https://www.yahoo.com/now/befi-barometer-2021-advisors-witness-120000773.html

 

Have an idea for an episode? We'd like to hear from you! Email us:

podcast@assetbuilder.com

 

Look Out for These RED FLAGS in Investment Advisors

It’s easy to find investment advisers that are more self-interested than they lead you to believe. Adam Morse and Janet Griffith discuss the big red flags to look for so you don’t get stuck with one of these kinds of advisers.

 

Conduct a background check on any investment professional at:

https://www.investor.gov/

 

List of red flags:

https://www.investor.gov/protect-your-investments/fraud/how-avoid-fraud/red-flags-investment-fraud-checklist

 

Have an idea for an episode? We'd like to hear from you! Email us:

podcast@assetbuilder.com

 

How (and why) to Roll Over Your 401(k)

As many people approach retirement age, they often wonder what to do with their company 401(k).  Should you leave it there and forget about it? Is it worth the hassle of moving it elsewhere? Today, Investment advisors, Adam Morse and Janet Griffith talk about the ins and outs of rolling over your 401(k).

 

Have an idea for an episode? We'd like to hear from you! Email us:

podcast@assetbuilder.com

 

FAQ faceoff questions provided by:

https://www.nerdwallet.com/article/investing/401k-rollover-ira-guide

 

Can't find your 401(k)? Start here:

Unclaimed.org 

 

 

 

Investing Horror Stories Pt.3

RIA, Adam Morse, offers a few more lessons after hearing stories of financial and investing missteps from around the web. He even tells a tale of his own.

 

Taken from badinvestments.com. Link to article: 

https://badinvestmentsadvice.com/whats-your-investing-horror-story/

Have your own investment horror story? Email us at

podcast@assetbuilder.com

Investing HORROR Stories Pt. 2

Today, Adam Morse listens to four investing/financial mishaps and identifies the lessons learned from each horrific story.

 

Taken from badinvestments.com. Link to article: 

https://badinvestmentsadvice.com/whats-your-investing-horror-story/

Have your own investment horror story? Email us at

podcast@assetbuilder.com

Understanding Your Returns

How do we understand, evaluate, rank, return on investments? Is the S&P really the best Benchmark? Find out today in another jam-packed episode of Keep it Simple.  

 

Have an idea for an episode? We'd like to hear from you! You may also offer any episode corrections or comments. Email us at:

podcast@assetbuilder.com

 

Show notes

FINRA

https://www.finra.org/investors/learn-to-invest/key-investing-concepts/evaluating-investment-performance

 

How to Keep Your Cool During Market Volatility

It's easy to find ourselves making compulsive decisions under duress— and that is especially true of investors. Adam Morse talks candidly on how to keep a steady footing during market volatility and how to wrangle our emotions to keep our investment strategy on track. 

Have a suggestion for an episode topic? 

Email us at podcast@assetbuilder.com

Should You Buy an Annuity?

Annuities are contracts issued and distributed (or sold) by financial institutions where the funds are invested with the goal of paying out a fixed income stream. But are they good for everyone? Find out on today’s episode with the great Michael French and Adam Morse. 

 

Find the show notes for every episode at assetbuilder.com/podcast

Email us with episode suggestions and comments at podcast@assetbuilder.com

Should You Add Cryptocurrency to Your Portfolio?

Cryptocurrency is one of the most highly contested subjects in modern-day finance. Should you add it to your portfolio? Find out in today’s episode of Keep it Simple with Michael French and Adam Morse. 

 

Email us with episode suggestions and corrections at podcast@assetbuilder.com

Find our show notes for every episode at assetbuilder.com/podcast