SA For FAs

Guest podcaster Jason Kirsch, CFP(R) discusses increasing demand for speculation among his younger clients. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

The huge and rapid across-the-board gains of the current market make now the most relevant time to remind investors of the protective value of asset allocation. This podcast (5:46) argues that we should reduce risk and aspire to steady returns. While we cannot predict the future — indeed, because we cannot predict the future — we should plan our finances in such a way as to avoid calamitous outcomes. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Ron Surz’s new book “Baby Boomer Investing in the Perilous Decade of the 2020s” offers guidance on protecting lifetime savings that now reside in the crossfires of financial disaster. He is making the book available for free [https://www.amazon.com/dp/B093N8FVJY?ref_=pe_24209330_416826860] this week, through May 28, on Amazon. In this podcast (21:34), Surz explains why he believes the 2020s are a time of heightened risk, how boomers, who are most exposed, can protect themselves from this risk, and how even those who have saved insufficiently can live a dignified retirement. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Intel’s detractors criticize the company for falling behind competitors in data-center sales, for reducing buybacks and for declining profit margins. But it is when a company is down that its stock price provides an attractive entry point. This podcast (8:05) argues that Intel’s problems are fixable and that its new leadership appears to be busy fixing them now. And in the meantime, its stock sells at a modest price-to-earnings ratio of 12, a fraction of the industry average. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Veteran investment research Laurence (Larry) Siegel’s response to all the doomsday stories in the daily news is his book “Fewer, Richer, Greener,” which offers a long view of the progress and economic growth our world has known, despite the proverbial bumps on the road. This podcast (20:40) challenges Siegel with a bit of the gloom and doom that we’re seeing. The financial analyst concedes that a sober view of markets is justified, but defends the view that the broader economy is progressing. In this interview and in his book, Siegel prefers to light a candle than to curse the darkness. Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]