Tim Noonan joins us today as our first guest speaker. Tim is the former Managing Director of Strategic Business Initiatives with Russell Investments. Tim is also an accomplished author, his book titled ’Someday Rich: Plannin…
There are various forms of fixed income, or bonds, and not all of them are the same. Today’s episode looks at what some of those forms are and asks the question about why own fixed income at all? Exploring market cycles and …
In todays episode we look at the history and effectiveness of market timing in portfolio management. Looking at results of being out of the market during key times, measuring expert returns, and the impact of style drift. En…
In todays episode we explore the various factors of return present in equity and fixed income markets. Digging into the relationship between higher expected rates of return and academic work on various dimensions, or factors…
This weeks episode focuses on the differences in active and passive investing. Exploring changes over the past few decades that has resulted in the introduction of index funds. How do index funds fit into the argument of act…
The question is are you a gambler focused on speculation, or are you an investor harnessing the power of the market? In this episode we dig into the question of speculation and link it back to the Efficient Market Hypothesis…
The investment industry has gone through an evolution when it comes to security selection and investment advice. Today we talk about the pre-modern, modern, and post-modern era’s for investment management and how it pertains…
In this weeks episode we explore the history and evolution of stock picking. Discussing the zero sum game of trading stocks, having a winner for every loser and a loser for every winner. If you stumble can you ever catch up?…
To diversify or not to diversify that is the question…today we explore what diversification is in investing. Discussing the different ways of diversifying your investment portfolio. Diversification works in many asset classe…
Asset allocation has been called the most important decision an investor can make when it comes to expected return. Today’s podcast discusses the historical background of asset allocation and identifies the various forms of …
The CM Group is a wealth management group that has been working with investors since 1985. In the last, almost four decades, there has been tremendous change to the investment industry as well as to the structure and service…
