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Curious if your investment manager is actually adding value to your portfolio, or just riding the market's coattails? Get ready to navigate the murky waters of investment performance with a mix of humor and hard-hitting analysis on Bullshit on Stilts! We start by unpacking the often confusing concept of "alpha." Using a relatable shed remodeling analogy, we'll show you how to determine if your portfolio is truly beating the market or just keeping pace. Learn how to compare your investments to the right benchmarks and measure the value of your active manager’s contributions.

Ever wondered how to spot a financial advisor’s smoke and mirrors during a market downturn? Reflecting on the 2008 financial crisis, we reveal how a seemingly modest return can actually be a win. We delve into the nitty-gritty of understanding investment performance and fees, arming you with the knowledge to avoid unnecessary losses and potential fraud. Discover why knowing exactly what you own and why can save you from financial disaster, and get the inside scoop on how the financial industry often overcomplicates things to keep you in the dark.

Should you go active or passive in your investment strategy? We break down the evolution of investment management, comparing the benefits of index funds in efficient markets to the potential goldmine of stock picking in less efficient ones. Hear about our humorous takes on financial terminology and the practical aspects of tax management. With engaging analogies and insightful discussions, we’ll explore whether your broker’s supposed genius is just luck in disguise. Tune in for a session that’s both educational and entertaining, perfect for both novice and seasoned investors.

Developing your financial bullshit sniffer one episode at a time.

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Ever wondered why you own the investments you do? On this episode of "Bullshit on Stilts," we unravel the mystery behind your portfolio choices, helping you maintain control and avoid decision regret. We'll discuss the importance of aligning your investments with your time horizon and objectives, ensuring your portfolio reflects your financial goals and risk appetite. By understanding the ‘why’ behind your investments, you can create a robust strategy that stands the test of time.

Is a US Treasury bond always the safest bet? Think again. We tackle the complexities of interest rate risks, comparing Walmart bonds with short-term maturities to long-term US Treasury bonds. You’ll discover how inflation can erode the perceived safety of long-term Treasuries over time. With practical advice on balancing risk tolerance and meeting financial goals, we’ll help you navigate the psychological challenges of staying disciplined in your investment journey.

Did you know that asset allocation is the key driver of long-term returns and risk? Inspired by the landmark Singer Bebauer Brinson study, we emphasize the importance of making strategic allocation decisions based on your time horizon, objectives, and risk tolerance. From saving consistently to choosing between similar index funds, we’ll explore how adjusting savings rates can mitigate risk for conservative investors. Join us for a blend of serious analysis and playful banter, aiming to optimize your portfolio and keep you on course towards your financial aspirations.

Developing your financial bullshit sniffer one episode at a time.

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Are you truly aware of what you own in your investment and retirement accounts? Prepare to unlock the mysteries of investment funds and portfolio allocation on this episode of "Bullshit on Stilts." We promise you'll come away with a solid grasp of different investment products, such as individual stocks, mutual funds, index funds, and ETFs. Discover how these financial instruments work, their unique advantages, and the significance of diversification. We also dive deep into the concept of Net Asset Value (NAV), a critical factor in the pricing and trading of mutual funds. Get ready to boost your investment knowledge and sharpen your financial BS detector!

Understanding your investment posture and portfolio allocation is more crucial than ever. We'll guide you through the intricacies of what you own and why, shedding light on the importance of aligning your investments with your financial goals. By examining the various types of investments—stocks, bonds, mutual funds, and ETFs—we'll help you navigate the often confusing landscape of asset allocation. Through relatable analogies to lifestyle choices, we make sense of how different investment strategies can set appropriate expectations for market performance. Don't miss this enlightening discussion that promises to elevate your investment acumen and provide clarity in an often opaque financial world.

Developing your financial bullshit sniffer one episode at a time.