Posts tagged 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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Ep 16: How Much Do Headlines Impact Your Portfolio?

Coronavirus. Elections. We have some major headlines dominating the news right now and these events are causing some ups and downs in the markets. But how big of an effect do news-making stories actually have on our portfolios? And can we predict these movements and challenges before they happen? We'll take a look at some interesting studies on the subject of predictions as we analyze some recent news items along the way. You're guaranteed to learn something new on today's episode.

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