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March 25, 2020
Two members of the Sequoia Fund’s investment committee open up about the firm’s culture, why the portfolio is more fully invested than before, Berkshire, and more.
March 23, 2020
Allianz’s chief economic advisor on how to address economic 'sudden stops,' the correct fiscal and monetary policy response to the coronavirus, and the outlook ahead.
March 18, 2020
The noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'
March 11, 2020
A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.
March 4, 2020
An academic's take on financial advisor conflicts that can leave investors saddled with costly, underperforming funds. We also touch on hedge fund activism, financial contagion, and female portfolio managers.
February 26, 2020
The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.
February 19, 2020
A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.
February 12, 2020
The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.
February 5, 2020
The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.
January 29, 2020
Fidelity Contrafund's longtime star manager on why he runs money, how his definition of "edge" has evolved, the best way to engage with analysts and company management, and more.
January 22, 2020
Our global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.
January 15, 2020
A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.
January 8, 2020
Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.
December 30, 2019
We highlight some of the most indelible moments from our newest podcast.
December 23, 2019
We highlight some of the most indelible moments from our newest podcast.
December 18, 2019
A neuropsychologist discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that.
December 11, 2019
A noted researcher and consumer advocate discusses why so many financial literacy efforts don't improve outcomes--and what they could do better.
December 4, 2019
Vanguard's retired global CIO riffs on indexing, market efficiency, governance, alternative investing, and more in this wide-ranging conversation.
November 27, 2019
The noted retirement researcher explores 401(k)s, "the annuity puzzle," long-term care, and Social Security.
November 20, 2019
A value-investing maven explains why bargain-hunting has lagged.
November 13, 2019
A leading consumer advocate discusses whether small investors should have access to private markets, fee trends, and how recent financial-advisor regulation falls short.
November 6, 2019
An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.
October 30, 2019
The behavioral finance expert discusses what our financial choices say about us and whether investors' decisions are becoming more rational.
October 23, 2019
The Dodge & Cox CEO and bond-fund manager on overseeing a fundholder-friendly firm and why she believes in an active approach to fixed-income investing.
October 16, 2019
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.
October 9, 2019
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
October 2, 2019
A respected retirement researcher discusses what types of spending are correlated with a better retirement--and which are not.
September 25, 2019
T. Rowe Price's senior financial planner shares planning and portfolio to-dos for 20-somethings, people in their 70s and beyond, and everyone in between.
September 18, 2019
Morningstar's lead retirement researcher on retiree spending patterns, asset allocation, and mitigating the risks in a plan.
September 11, 2019
PIMCO's group CIO explains the firm's cautious outlook and why it's stressing liquidity in managing assets.
September 4, 2019
The hourly financial planner and columnist on navigating clients' behavioral biases and the virtues of plain-vanilla index funds.
August 28, 2019
Ariel International's manager discusses why she emphasizes downside protection and what the market is getting wrong about many of the largest companies.
August 21, 2019
The Research Affiliates founder thinks "value" is cheap, sees shades of the 2000 tech bubble in today's market, and takes issue with multifactor investing, among other matters.
August 14, 2019
The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.
August 7, 2019
The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock.
July 31, 2019
The influential financial writer on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the 'dumb' investor.
July 24, 2019
Catch-up strategies for pre-retirees, "off-label" ideas for supersavers, and how the investment industry can make 'mountains out of molehills.'
July 17, 2019
The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.
July 10, 2019
Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.
July 3, 2019
The financial advisor and asset-allocation specialist discusses conflicts in advice-giving, which asset classes he avoids, and "factor renters."
June 26, 2019
The Ritholtz Wealth Management CEO discusses his transition from broker to advisor and why client portfolios should have fewer assets, not more.
June 19, 2019
Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice.
June 12, 2019
Morningstar's director of policy research on what's ailing the U.S. retirement system, the new SEC rule on advisor conflicts of interest, and why policy recommendations must be data-driven.
June 5, 2019
Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it.
May 29, 2019
Carolyn McClanahan on her shift from practicing medicine to financial planning, how to model health and long-term care costs, and troubleshooting financial risks later in life.
May 24, 2019
Vanguard's CEO on balancing growth with delivering good client outcomes, the future of advice, and the trend toward "free" products.
May 22, 2019
Investment writer Morgan Housel on coping with behavioral biases, the evolution of the investment industry, and the role of luck in investing.
May 15, 2019
Longtime fund observer Don Phillips on the importance of investor psychology, the uptake of passive and ESG investing, and Jack Bogle's enduring legacy.
May 1, 2019
In the first installment of Morningstar's new podcast, noted author and investment advisor Bill Bernstein riffs on the role of bonds, hazards in the market today, and fixing the system.
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