Posts tagged greek
Ep 25: It's All Greek To Me Part 2 - A Gamma Optimized Portfolio
Ep 25: It's All Greek To Me Part 2 - A Gamma Optimized Portfolio

We're back to the alphabet soup we first started to explore in episode 22 of the show. On that episode we dove into financial terms like Alpha, Beta and Sigma. Today, our focus is on Gamma. And the major shift here is from focusing on specific investment measurements to truly trying to understand the additional value that a financial advisor brings to the table. How can a good financial advisor help you make good financial planning decisions and how can we measure that impact? We'll cover the five key indicators and factors that go into finding that value. There's a lot to unpack here, but that also means it's a great opportunity to learn something new. So grab a slice and lend an ear as we kick off the 25th episode of Make The Dough Rise!

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, clients, investing, goals, greek, gamma, portfolio
Ep 22: It's All Greek To Me Part 1
Ep 22: It's All Greek To Me Part 1

If you're ever trying to diagnose an investment or look under the hood of your portfolio, you're likely to find lots of metrics that might feel an awful lot like (Greek) alphabet soup. On this show, Brian will help us look at some industry jargon and break it down into simple terms to help us better understand how things like cost, risk and performance are evaluated for various investments. You'll learn about Alpha, Beta, Sigma, and Sharpe Ratios. Don't be intimidated by it all. As always, we'll make it easy to understand (well... at least we'll try).

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, clients, investing, greek, risk