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SA For FAs

Seeking Alpha

6
Followers
22
Plays
SA For FAs

SA For FAs

Seeking Alpha

6
Followers
22
Plays
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About Us

SA For FAs delivers information and analysis that will help Financial Advisors throughout their day. The podcast, hosted by Seeking Alpha editor Gil Weinreich, addresses issues of current interest to Financial Advisors and active investors, including macro analysis of current issues affecting markets; retirement planning; and asset allocation strategy.

Latest Episodes

The Asset Allocator: Bad News Is The Best Time To Buy

We lack complete clarity about the coronavirus situation, but from an abstract investment point of view, we can say that embracing volatility is generally the path to increasing returns. This podcast (6:20) suggests investors discriminate between deservedly and undeservedly punished stocks in the indiscriminate market plunge, with the understanding that bad news is generally the best time to buy.

6 MIN4 h ago
Comments
The Asset Allocator: Bad News Is The Best Time To Buy

Retirement Advisor: 4 Tropes Clients Get Stuck On

The weekly blog of Rick Kahler, a well known financial planner with a national reputation, turns up with four solid ideas to counter common investor mistakes. This podcast (6:20) suggests that Kahler’s four decades of experience speaking with flesh-and-blood clients sounds more real, and is thus more persuasive, than a lot of the trendy behavioral finance research out there.

6 MIN1 d ago
Comments
Retirement Advisor: 4 Tropes Clients Get Stuck On

The Asset Allocator: Between A Rock And A Hard Place

One of the surprises on Blackstone Group’s Byron Wien’s annual “Ten Surprises” list was that an oil price shock would send West Texas Intermediate Crude to over $70 a barrel. At about the same time, BlackRock announced its big move away from fossil fuels. Their positions are closer than they seem. This podcast (7:01) argues that energy companies, which today reside in the bargain basement, may be worthwhile investments, from a value-perspective if not values perspective (leaving it to listeners to determine the moral path of their portfolios).

7 MIN2 d ago
Comments
The Asset Allocator: Between A Rock And A Hard Place

Retirement Advisor: Rob Isbitts On ‘Tapping The Brakes’ Before Retirement

Financial advisor Rob Isbitts of Sungarden Investment Management, based in Weston, Florida, defines his style as “aggressive capital preservation.” In this podcast (19:33), the veteran advisor, and publisher of advisor site TheHedgedInvestor.com, keeps the focus on remaining humble, which he characterizes as balancing reward and risk at all times.

19 MIN5 d ago
Comments
Retirement Advisor: Rob Isbitts On ‘Tapping The Brakes’ Before Retirement

The Asset Allocator: The Cost Of Criminalizing Innovation

The main public claims against Michael Milken back in 1990 are today mainstream and widely understood as beneficial, whereas the technicalities that sent him to prison and banned him from the financial industry remain as opaque today as then. This podcast (8:01) argues that criminalizing innovation not only took a financial genius out of commission, but sent a signal to other would-be innovators not to be overly creative. It may even have reduced economic growth and cost you your job.

8 MIN6 d ago
Comments
The Asset Allocator: The Cost Of Criminalizing Innovation

Retirement Advisor: Little Leak Leads To Large Losses

Most Americans do not have emergency funds, a seemingly small oversight that likely has very large repercussions. This podcast (6:11) argues that the absence of such funds lies at the root of a hazard that reduces retirement savings by about a fifth, a “leakage” that amounted to $69 trillion in a year, in one recent U.S. government study.

6 MIN1 w ago
Comments
Retirement Advisor: Little Leak Leads To Large Losses

The Asset Allocator: An Election-Year Market

Presidential election years tend to be strong for markets, the incumbent has shown great interest in the stock market’s progress and the Fed seems supportive. This podcast (6:33), suggests that the biggest apparent risk right now is the coronavirus, which will surely adversely affect one if not two quarters of global GDP. And yet that delay in the resumption of economic growth could lead to a big pop in consumer spending, bolstering the economy in 2020, barring unexpected exogenous shocks.

6 MIN1 w ago
Comments
The Asset Allocator: An Election-Year Market

Retirement Advisor: Paying For Your Parents’ Retirement

A new survey by AgeUp finds that people don’t know much about their parents’ finances and are worried they may have to kick in their own funds to sustain them during retirement. This podcast (6:33) takes a look at the MassMutual unit’s re-packaging of deferred income annuities as a solution for this very contemporary worry, noting that DIAs can be a more cost-effective way to guarantee income because of the long lead time for saving and fewer years to cover.

6 MIN1 w ago
Comments
Retirement Advisor: Paying For Your Parents’ Retirement

The Asset Allocator: BBB-Rated Bonds And Other Risks You Might Not Have Thought About

Mike Hennessy of Harbor Crest Wealth Advisors argues that, of the many risks faced by fixed-income investors, three in particular are not adequately understood. In this podcast (9:58), Hennessy shows how investment-grade bonds could quickly turn into junk in a downturn, why liquidity in the ETF market may be overpromised and how a return of inflation could force the Fed to hike rates, adversely impacting borrowers, corporations and governments.

9 MIN1 w ago
Comments
The Asset Allocator: BBB-Rated Bonds And Other Risks You Might Not Have Thought About

Retirement Advisor: Something Is Right-On In Denmark

The World Economic Forum posted a video about what it calls “the global pensions time bomb,” noting that the already large gap between resources and retirement is rapidly accelerating. This podcast (7:48) suggests that the approach taken by Denmark is right for our times, more so than the Chilean model, and discusses other U.S. retirement-system vulnerabilities.

7 MIN2 w ago
Comments
Retirement Advisor: Something Is Right-On In Denmark

Latest Episodes

The Asset Allocator: Bad News Is The Best Time To Buy

We lack complete clarity about the coronavirus situation, but from an abstract investment point of view, we can say that embracing volatility is generally the path to increasing returns. This podcast (6:20) suggests investors discriminate between deservedly and undeservedly punished stocks in the indiscriminate market plunge, with the understanding that bad news is generally the best time to buy.

6 MIN4 h ago
Comments
The Asset Allocator: Bad News Is The Best Time To Buy

Retirement Advisor: 4 Tropes Clients Get Stuck On

The weekly blog of Rick Kahler, a well known financial planner with a national reputation, turns up with four solid ideas to counter common investor mistakes. This podcast (6:20) suggests that Kahler’s four decades of experience speaking with flesh-and-blood clients sounds more real, and is thus more persuasive, than a lot of the trendy behavioral finance research out there.

6 MIN1 d ago
Comments
Retirement Advisor: 4 Tropes Clients Get Stuck On

The Asset Allocator: Between A Rock And A Hard Place

One of the surprises on Blackstone Group’s Byron Wien’s annual “Ten Surprises” list was that an oil price shock would send West Texas Intermediate Crude to over $70 a barrel. At about the same time, BlackRock announced its big move away from fossil fuels. Their positions are closer than they seem. This podcast (7:01) argues that energy companies, which today reside in the bargain basement, may be worthwhile investments, from a value-perspective if not values perspective (leaving it to listeners to determine the moral path of their portfolios).

7 MIN2 d ago
Comments
The Asset Allocator: Between A Rock And A Hard Place

Retirement Advisor: Rob Isbitts On ‘Tapping The Brakes’ Before Retirement

Financial advisor Rob Isbitts of Sungarden Investment Management, based in Weston, Florida, defines his style as “aggressive capital preservation.” In this podcast (19:33), the veteran advisor, and publisher of advisor site TheHedgedInvestor.com, keeps the focus on remaining humble, which he characterizes as balancing reward and risk at all times.

19 MIN5 d ago
Comments
Retirement Advisor: Rob Isbitts On ‘Tapping The Brakes’ Before Retirement

The Asset Allocator: The Cost Of Criminalizing Innovation

The main public claims against Michael Milken back in 1990 are today mainstream and widely understood as beneficial, whereas the technicalities that sent him to prison and banned him from the financial industry remain as opaque today as then. This podcast (8:01) argues that criminalizing innovation not only took a financial genius out of commission, but sent a signal to other would-be innovators not to be overly creative. It may even have reduced economic growth and cost you your job.

8 MIN6 d ago
Comments
The Asset Allocator: The Cost Of Criminalizing Innovation

Retirement Advisor: Little Leak Leads To Large Losses

Most Americans do not have emergency funds, a seemingly small oversight that likely has very large repercussions. This podcast (6:11) argues that the absence of such funds lies at the root of a hazard that reduces retirement savings by about a fifth, a “leakage” that amounted to $69 trillion in a year, in one recent U.S. government study.

6 MIN1 w ago
Comments
Retirement Advisor: Little Leak Leads To Large Losses

The Asset Allocator: An Election-Year Market

Presidential election years tend to be strong for markets, the incumbent has shown great interest in the stock market’s progress and the Fed seems supportive. This podcast (6:33), suggests that the biggest apparent risk right now is the coronavirus, which will surely adversely affect one if not two quarters of global GDP. And yet that delay in the resumption of economic growth could lead to a big pop in consumer spending, bolstering the economy in 2020, barring unexpected exogenous shocks.

6 MIN1 w ago
Comments
The Asset Allocator: An Election-Year Market

Retirement Advisor: Paying For Your Parents’ Retirement

A new survey by AgeUp finds that people don’t know much about their parents’ finances and are worried they may have to kick in their own funds to sustain them during retirement. This podcast (6:33) takes a look at the MassMutual unit’s re-packaging of deferred income annuities as a solution for this very contemporary worry, noting that DIAs can be a more cost-effective way to guarantee income because of the long lead time for saving and fewer years to cover.

6 MIN1 w ago
Comments
Retirement Advisor: Paying For Your Parents’ Retirement

The Asset Allocator: BBB-Rated Bonds And Other Risks You Might Not Have Thought About

Mike Hennessy of Harbor Crest Wealth Advisors argues that, of the many risks faced by fixed-income investors, three in particular are not adequately understood. In this podcast (9:58), Hennessy shows how investment-grade bonds could quickly turn into junk in a downturn, why liquidity in the ETF market may be overpromised and how a return of inflation could force the Fed to hike rates, adversely impacting borrowers, corporations and governments.

9 MIN1 w ago
Comments
The Asset Allocator: BBB-Rated Bonds And Other Risks You Might Not Have Thought About

Retirement Advisor: Something Is Right-On In Denmark

The World Economic Forum posted a video about what it calls “the global pensions time bomb,” noting that the already large gap between resources and retirement is rapidly accelerating. This podcast (7:48) suggests that the approach taken by Denmark is right for our times, more so than the Chilean model, and discusses other U.S. retirement-system vulnerabilities.

7 MIN2 w ago
Comments
Retirement Advisor: Something Is Right-On In Denmark
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