Transcript Our May guest is Jeff Ptak, CFA, the global head of manager research at Morningstar Research Services, LLC, and past president & chief investment officer of Morningstar Investment Services. He also Co-hosts Morningstar’s “The Long View” podcast with Christen Benz.…
Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street Journal,…
Transcript Talking taxes with Phil Demuth, Ph.D. Phil is a Managing Director at Conservative Wealth Management, LLC, and the author of nine personal finance books, most co-authored with his pal, economist Ben Stein. Phil has written for the Wall Street…
The Bogle Center for Financial Literacy has downloaded the Bogleheads on Investing Podcast files so that you can now listen to the podcasts here on the Center’s site. The embedded podcasts appear in the episode announcements we make on our…
Jamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut. Jamie…
Transcript Jamie Catherwood is a financial historian and the publisher of the website Investor Amnesia. He received a history degree from King’s College London in 2017 before joining O’Shaughnessy Asset Management, a quantitative investment firm based out of Stamford, Connecticut.…
Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar’s financial management applications and tools. Sarah has expertise in consumer psychology, economic decision-making, personal money management, and…
Transcript Our February Bogleheads on Investing Podcast guest is Sarah Newcomb, Ph.D., a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar’s financial management applications and tools. Sarah has expertise in…
Frazer Rice is the author of “Wealth, Actually: Intelligent Decision-Making for the 1%”, host of the “Wealth, Actually” podcast, creator of the “Wealth, Actually” blog, and a Northeast Regional Director for Pendleton Square Trust Company. Frazer is an attorney and…
Transcript Frazer Rice is an attorney, asset manager, and author of Wealth, Actually. He specializes in helping ultra-high net worth clients and family offices (yes, the 1 percenters) manage their net worth. We’ll take a deep-dive into estate planning issues,…
