The start of a new year is a natural time to think about putting renewed effort into your family finances and investments. In this episode of Market Insights, host Naj Srinivas talks with Carrianne Coffey (head of Fisher Investments’ International Private Client Group) to discuss some family finance and investing strategies you can implement in 2021. More than just the typical checklist, Carrianne explores how big (yet often overlooked) decisions like asset allocation can set you up for success. They discuss how a well-stocked emergency fund can not only help protect your budget, but also your investments. They also reveal why you need to rethink your family’s finances as a “team sport” rather than a solo venture.
William Goetzman, Edwin J. Beinecke Professor of Finance and Management Studies and Faculty Director of the International Center for Finance at the Yale School of Management, discusses his book, Money Changes Everything: How Finance Made Civilization Possible.
Host, Mike Hanson and Sr. VP at Fisher Investments Naj Srinivas on being Well-Read Investor
Gaining an information advantage as an investor is harder than ever. Mike Hanson, Senior Vice President of Research at Fisher Investments and host of The Well-Read Investor podcast wants to help. In this episode, Mike and host Naj Srinivas discuss how to become a more well-read investor and what that skill can bring to your investing strategy.
Over the last decade, many investors have incorporated non-financial factors to bring together personal values with portfolio strategy. These environmental, social and governance (ESG) factors are meant to help investors spot emerging risks and identify opportunities for growth. In this episode of Market Insights, host Naj Srinivas discusses ESG investing with Aaron Anderson, Fisher Investments’ Senior Vice President of Research and a member of the Investment Policy Committee.