Keep it Simple

Michael and Adam talk about whether or not it is a good idea to cash out during moments of volatility in order to avoid potential losses. 

 

For links to studies visit our show notes at:

assetbuilder.com/podcast

 

Email us with any tips, studies, comments or suggestions at:

podcast@assetbuilder.com

 

 

 

Michael and Adam discuss whether ESG portfolios are really responsible or if conscious investing is just another Wall Street gimmick. The conversation evolves into an overarching discussion on morality.   

 

Find links to studies and articles in our show notes!  

 

Email us with ideas and suggestions!

podcast@assetbuilder.com

Michael and Adam are back to offer their personal and professional antidotes on how to handle marital money matters. Do you and your partner have an interesting take on handling the family finances? Email us at podcast@assetbuilder.com and clue us in! 

 

Northwestern Mutual: Planning and Progress Study 2018

https://news.northwesternmutual.com/planning-and-progress-2018

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

Studies show that mental cognition tends to decline as we age in retirement. Kennon and Michael discuss some useful ways to continue to train your mind during your post-career life. 

 

Early Retirement can Accelerate Cognitive Decline

https://www.sciencedaily.com/releases/2019/10/191029131506.htm

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

Michael and Adam are back to discuss whether or not it’s a good idea to add innovation companies into your portfolio. They also discuss what characteristics constitute an “innovation” fund. 

 

Ark Invest

https://ark-funds.com/

 

 

Investing in Innovation  

https://www.franklintempleton.com/forms-literature/download/FDTF-BR

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

AssetBuilder's own Kennon Grose and Michael French discuss how to financially prepare your loved ones in the event of your sudden passing. Both Michael and Kennon provide key points, while offering their own personal antidotes. 

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

 

From ssa.gov, “the Social Security and Supplemental Security Income (SSI) benefits for approximately 70 million Americans will increase 1.3% in 2021, the Social Security Administration (SSA) announced last week.”

 

Michael and Adam discuss how that is assessed, what it means for retirees, and how to maximize social security for the future.

 

Here’s the announcement.

 

A Step-by-Step of How Social Security's COLA Is Calculated

https://www.fool.com/retirement/2019/03/09/a-step-by-step-of-how-social-securitys-cola-is-cal.aspx

 

Here's the Average Social Security Benefit in 2021

https://www.fool.com/retirement/2020/10/25/heres-the-average-social-security-benefit-in-2021/

 

Other References:

 

2018 Loss of Buying Power Study Social Security Benefits Lose 34% Of Buying Power Since 2000

https://seniorsleague.org/assets/2018-Loss-of-Buying-Power-Report.pdf

 

Consumer Price Index

https://www.bls.gov/cpi/questions-and-answers.htm#:~:text=The%20Consumer%20Price%20Index%20for%20Urban%20Wage%20Earners%20and%20Clerical,at%20least%20one%20of%20the

 

Why Social Security’s annual increase doesn’t actually keep up with cost of living

https://www.pbs.org/newshour/economy/making-sense/why-social-securitys-annual-increase-doesnt-actually-keep-up-with-cost-of-living

 

Show notes

https://assetbuilder.com/podcast

 

Email us with any suggestions or questions at: podcast@assetbuilder.com

 

Michael and Adam deconstruct the political standpoints between an an advisor and their client. How do your politics play into your investment? 

 

Partisan Impact on Economic Expectations

http://www.sca.isr.umich.edu/files/partisanimpact201709.pdf

 

Why Advisors Should Keep Politics Out of Portfolios

https://www.thinkadvisor.com/2018/04/05/keeping-politics-out-of-the-portfolio/

 

How To Shield Your Portfolio From Political Bias

https://www.forbes.com/sites/duncanrolph/2018/04/26/how-to-shield-your-portfolio-from-political-bias/#12be1bb57cdf

 

Hartford Study

https://www.hartfordfunds.com/investor-insight/investor-behavior-strategies/2020-election-survey.html

 

Podcast Show notes

AssetBuilder.com/podcast

 

Contact Us! 

Podcast@assetbuilder.com

 

 

 

In light of the current US presidential election, many investors wonder how the stock market will react to whoever wins the presidency. Michael and Adam look back in time to see how the market has reacted to past elections and they breakdown who and what also affects the market. 

 

Interactive Graph depicting the market during each presidency, starting with Hoover. 

https://www.dimensional.com/us-en/insights/how-much-impact-does-the-president-have-on-stocks

 

Why Stocks Don’t Care Who The President Is

https://assetbuilder.com/knowledge-center/articles/why-stocks-dont-care-who-the-president-is

 

Show Notes 

https://assetbuilder.com/podcast

 

 

The NASDAQ toppled down earlier in September worrying some investors that we may be headed for a tech crash. Michael and Adam discuss whether or not we are facing an imminent correction due to a tech bubble.

 

Aggregation Theory    

https://stratechery.com/aggregation-theory/

 

AssetBuilder Knowledge Center 

https://assetbuilder.com/knowledge-center

 

Keep it Simple Podcast Page

https://assetbuilder.com/podcast

 

email us at podcast@assetbuilder.com