In this episode, we take a unique look at overcoming some of the financial obstacles that families encounter. Host Naj Srinivas talks with Jill Hitchcock, the head of Fisher Investments’ US Private Client Group. Working with clients for over 20 years, Jill has seen almost every challenge finances can throw at a family, and she shares insights from her personal experience in a new monthly column. In their conversation, Naj and Jill discuss overcoming financial fears, restoring some order to your family finances and setting an easy long-term strategy that can help you move closer to your financial goals.
We answer listener questions about the market effects of a potential second wave of COVID-19. We also examine the investor phenomenon of “breakevenitis” and whether gold brings a shine to your investment portfolio during times of volatility. This episode features Client Communications Group Vice President Naj Srinivas, along with Managing Editor Todd Bliman; Client Services Program Manager Wendy Nicholsen; and US Private Client Services Executive Vice President K.C. Ellis.
We open with a bang in our first episode, a wide-ranging discussion with Professor Meir Statman. Meir is one of the true originals of behavioral finance—really a legend in the field. This discussion though, broadens across Meir’s career, with particular emphasis on his popular book, “Finance for Normal People”—an accessible yet jam packed work covering a career’s worth of findings in behavioral finance and economics.
For my part, the value of Meir’s work has always been in the humanity he brings to finance, you can hear it in his voice alone—and it’s part of what made this interview such a joy to do. Ultimately, the exploration of your own self and the psychology of others, is well worth the time in the quest to be a better person and better investor.
In this episode, we answer listener questions on the potential impact of swelling government debt and the possible inflation implications from government COVID aid. This episode features Client Communications Group Vice President Naj Srinivas, along with Client Services Program Manager, Wendy Nicholsen, and US Private Client Services Executive Vice President K.C. Ellis.