Empirical Investing Radio



Successful Investing Radio Archive

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January 25, 2008 — Guest Speaker: N/A — Capital Market Expectations


        • Market efficiency
        • Most investors do not beat the market, but where are those that do?
        • How are returns calculated and how does inflation affect returns?
        • The equity premium
        • Mean reversion

January 18, 2008 — Guest Speaker: N/A — A Historical Analysis of Market Volatility

        • The difference between information and knowledge.
        • Is “after the fact” market information relevant?
        • How often does taking on equity risk pay off?
        • The importance of remaining disciplined and staying the course with your investment strategy.

January 11, 2008 — Guest Speaker: Weston Wellington — The Average Investor

        • Attempting to pick winning stocks.
        • Getting in and out of the market.
        • Sitting on the sidelines until things get better.

January 04, 2008 — Guest Speaker: N/A — Evaluating Your Portfolio

        • Why it is important to stick to your investment plan?
        • The importance of knowing your risk tolerance.
        • Understanding different asset classes available.
        • Ways to make smart adjustments to your portfolio.

December 28, 2008 — Guest Speaker: N/A — Diversification

        • How to stay focused during tough economic times.
        • Building a successful budgeting strategy.
        • What is an asset class?
        • Understanding the P/E ratio.

December 21, 2008 — Guest Speaker: N/A — End of Year Financial Planning

        • What should investors be watching out for when year-end planning?
        • Investment Philosophy.
        • Know yourself – investor’s mistakes related to risk.
        • Not relying on familiar stocks for portfolio performance.

December 14, 2008 — Guest Speaker: Larry Swedroe — Common Mistakes Made by Investors

        • Making Prudent investment decisions.
        • Expenses and market timing eat up your returns.
        • What should investors be doing today?
        • Should you ever deviate from your investment plan?

November 15, 2008 — Guest Speaker: N/A — Troubling Signs in the Economy

        • How to put this current economic and investment environment into perspective.
        • Signs of hope both domestically and around the world.
        • What you should be doing during these rocky times.
        • Advice for investors and savers of all ages.
        • The importance of staying educated.

November 8, 2008 — Guest Speaker: N/A — The Election And the Stock Market

        • What does a new president mean for this stock market?
        • How will increased taxes impact the market and the economy?
        • The benefits of tax loss harvesting.
        • Opportunities from re-balancing your portfolio during a bear market.
        • Inflation-Protected Securities.

October 26, 2008 — Guest Speaker: N/A — What are Investors Doing Wrong?

        • The pitfalls of selling equity during market downturns.
        • The historical performance of equity after a financial crisis.
        • Why you should invest early: compounding interest.
        • How emotions can negatively affect the management of your portfolio.

October 19, 2008 — Guest Speaker: N/A — A Historical Perspective on Current Market Conditions

        • How unusual is the current market volatility?
        • Are we headed toward another Great Depression?
        • Is it wise to avoid equities until the market conditions improve?
        • What your advisors should be doing to help you through this time.

October 12, 2008 — Guest Speaker: Ethan Broga CFP®, MS — The Current Financial Crisis and Market Bubbles

        • An introduction to Robert Shiller’s interview on the subprime mortgage crisis.
        • What can we learn from market bubbles?
        • Embracing market efficiency during a volatile market.
        • How to avoid being caught in a bubble: staying diversified.

October 5, 2008 — Guest Speaker: Ethan Broga CFP®, MS — An Empirical Market Outlook

        • Managing your portfolio during volatile market times.
        • Pros and cons of annuity products.
        • Does stock picking work? Can you really “beat the market”?
        • Savings and allocation recommendations.

September 28, 2008 — Guest Speaker: Bill Bachrach, CSP — Values-Based Financial Planning

        • What is Values-Based Financial Planning?
        • Why is it important to understand and review your values?
        • The distinction between your values and goals.
        • The difference between the “Do-it yourselfers”, “Collaborators” and “Delegators”.

September 21, 2008 — Guest Speaker: N/A — Investing During Turbulent Markets

        • What to do financially in an unstable market.
        • The difference between compensated and uncompensated risk.
        • How can you prepare your portfolio for turbulent markets?
        • The real function of bonds in a diversified portfolio.

September 14, 2008 — Guest Speaker: Eugene F. Fama & Jiawen Shi — Fund Performance/Educational Savings

        • Interview with Eugene Fama.
        • What is a Coverdale educational savings account?
        • Are there any limitations placed on account contributors?
        • Do Coverdale accounts have special tax advantages?
        • How Coverdale accounts differ from the educational 529 plans?

September 07, 2008 — Guest Speaker: N/A — Social Security Benefits

        • What are the tax implications on Social Security ?
        • Does Social Security recognize common law marriage?
        • How long must a person work to become eligible for Social Security benefits?
        • Should younger generations rely on Social Security for their retirement plan?

August 31, 2008 — Guest Speaker: N/A — Maximizing your Retirement Account

        • Choosing appropriate investments for your retirement plan.
        • How much should you contribute to your company retirement account?
        • How often should you make changes to your retirement accounts?
        • Withdrawing money from your retirement account before retirement.

August 24, 2008 — Guest Speaker: Ashley Dahl & Ethan Broga — Asset Protection and Stock Investments

        • Protecting your assets in banks and brokerage houses.
        • Six tips on asset protection.
        • How a careful separation of assets can maximize FDIC coverage.
        • The importance of staying invested during market downturns.

August 17, 2008 — Guest Speaker: Ethan Broga & Steven Guichard — Frontier Markets and Non-Portfolio Risks

        • What an unbrella policy or life insurance can do for you.
        • Asset Protection.
        • Frontier markets and the risks associated with this “hot new asset class”.
        • Why investing rules of thumb don’t apply to everyone.

August 10, 2008 — Guest Speaker: Dr. Harry Markowitz — Modern Portfolio Theory

        • What is Modern Portfolio Theory and how has it impacted investing today?
        • The correlation of risks.
        • The power of diversification.
        • Why using multiple asset classes is important.

August 03, 2008 — Guest Speaker: N/A — Empirical's Passive Approach to Investing

        • The importance of staying invested during unpromising market times.
        • Differing risk levels can affect a portfolio’s return.
        • Picking an advisor who is right for you.

July 27, 2008 — Guest Speaker: John R. Nofsinger, PhD — Overcoming Psychological Setbacks When Investing

        • How do our emotions impact investing?
        • The familiarity, herding and over confidence effects of investing.
        • Acknowledging and overcoming psychological obstacles when investing.

July 20, 2008 — Guest Speaker: N/A — The Role of Empirical Wealth Management

        • Why the passive approach is the right path to take.
        • Bear markets and the best time to buy.
        • The importance of being invested in all asset classes.

July 13, 2008 — Guest Speaker: Larry Swedroe — Inflation

        • Inflation and the impact on investing.
        • Should you buy gold in times of inflation?
        • Inflation protected bonds.
        • The negative impact of following a market “Guru”.

July 06, 2008 — Guest Speaker: Larry Swedroe — Annuities: Should You Invest?

        • Why investors should not invest in hedge funds.
        • The impact of a weak versus strong US dollar.
        • The costs of an active strategy.
        • The benefits of adopting a passive strategy.

June 29, 2008 — Guest Speaker: Dr. Leonard Mlodinow — Randomness, Chance, and Probability

        • The effects of randomness, chance, and probability on our lives.
        • Applying “The Drunkards Walk” to the investment world.
        • Stock picking vs. index funds.
        • The art of perseverance.

June 22, 2008 — Guest Speaker: Larry Swedroe — Market Efficiency

        • How do capital markets really work?
        • Larry Swedroe’s view on market efficiency.
        • Larry Swedroe’s arguements for passive investing.
        • How do hedge funds fit into an efficient market?

June 15, 2008 — Guest Speaker: Ethan Broga CFP®, MS — Investing in Emerging Markets

        • What is an emerging economy?
        • What does it take for emerging markets to grow and prosper?
        • Why should you be invested in emerging markets?
        • Best ways to invest in emerging markets.

June 08, 2008 — Guest Speaker: Steven Guichard — Hedge Funds

        • What are hedge funds and should you invest in them?
        • The risks and expenses of hedge funds.
        • What are some of the SEC regulations that hedge funds have?
        • How to get started in investing?

June 01, 2008 — Guest Speaker: Pamela B. Wilkinson — Changes in Tax Rates for 2008

        • Recent changes in capital gains tax rates.
        • The overlooked importance of fixed income.
        • How do maturity and credit risk affect your bond portfolio?
        • What does an active manager do?

May 25, 2008 — Guest Speaker: Michael Van Sant CFP® — College Savings


        • Best ways to start saving for your child’s education.
        • What is a 529 Plan and how does it help you save?
        • How to retire without running out of money.
        • What is diversification?

May 18, 2008 — Guest Speaker: Dale H. Glasser, CPA — Starting a New Business

        • The type of entity choice.
        • What are the benefits of being incorporated in Nevada?
        • Advantages of starting a business with a CPA or Attorney.
        • Discrepancies in the fund rating system.
        • What is a separate account?

May 11, 2008 — Guest Speaker: Luke E. Thomas — Estate Planning

        • Consequences of not having a will or revocable trust.
        • Differences between a will and revocable trust.
        • The baby boomer challenge: Building and protecting your assets.

May 04, 2008 — Guest Speaker: Peter K. Goerlitz — Healthcare Insurance

        • Planning for healthcare insurance during the retirement stage.
        • What is a healthcare savings account?

April 27, 2008 — Guest Speaker: N/A — Passive vs. Active Management

        • A flash back to index funds.
        • The benefits of passive management.

April 20, 2008 — Guest Speaker: Margae Diamond & Ashley K. Dahl — Charitable Giving

        • Where do market returns come from?
        • What is charitable giving and how can you benefit from it?
        • How are donor advised funds used?

April 13, 2008 — Guest Speaker: N/A — Investment Advisors

        • How do you choose the right advisor?
        • Should investors really buy gold?

April 05, 2008 — Guest Speaker: Susan Sabella — Long Term Care

        • The importance of long term care planning.
        • What is long term care and who can benefit from it?
        • The difference between long term care and disability insurance.

March 29, 2008 — Guest Speaker: N/A — The Passive Approach

        • Active vs. passive managers.
        • Participating in the world economy.
        • Bond portfolios.

March 22, 2008 — Guest Speaker: Ethan Broga CFP®, MS — Individual Retirement Account

        • What are IRA’s and what are the difference between each IRA availabile?
        • Who should have an IRA and Roth?
        • What’s new in the year 2008?

March 15, 2008 — Guest Speaker: Steve Weisman — Identity Theft

        • How can identity theft effect you?
        • How can we protect ourselves from identity theft?
        • What actions should be taken if we become victims of identity theft?