On this episode:
May the force be with you! The Avengers might be what everybody is talking about, but quite frankly it’s Star Wars weekend. Listen to Ric Edelman share obscure and interesting facts about our favorite sci-fi franchise.
Recently at the Milken Institute 2019 Global Conference, a famous doctor prescribed this advice for health and happiness: “Forget about diet and exercise. Just get a dog.” Listen to Ric Edelman share other fascinating anecdotes and insights from his time at the conference.
When the trust fund is depleted in 2035, recipients will receive only three-quarters of their retirement benefits. That’s why Carrie Schwab-Pomerantz recently joined the show. She's the chair and president of the Charles Schwab Foundation and senior vice president of Charles Schwab & Co. Listen to Ric Edelman and Carrie talk about solutions to this problem.
A major new report found that the U.S. economy will add 165 million new jobs in the next decade. Around 36 percent of these jobs won’t require a college degree. Listen to Ric Edelman analyze these findings and help you rethink your approach to saving for and spending on college.
These callers were prerecorded and prescreened.
The Investment Advisor magazine listing of the Investment Advisor 25 is based on readers' opinions and highlights those who are ahead of the pack with their insights, innovation and disruption. Advisors and other industry participants cast about 6,000 total votes for leaders in the following six categories: RIA/Advisory; Independent Broker-Dealers; Custody & Clearing; Portfolio, Investing & the Markets; Politics/Regulation/Compliance; and Fintech/IA/AI. Investor experience/returns were not considered as part of this ranking.
Investing strategies, such as asset allocation, diversification, or rebalancing, do not assure or guarantee better performance and cannot eliminate the risk of investment losses. There are no guarantees that a portfolio employing these or any other strategy will outperform a portfolio that does not engage in such strategies. Funds and ETFs are subject to risk, including loss of principal. All investments have inherent risks. There can be no assurance that the investment strategy proposed will obtain its goal. Past performance does not guarantee future results.
An index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index. Past performance does not guarantee future results.
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*InvestmentNews ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center.
**The Top 40 Independent Advisory Firm Ranking issued by Barron’s is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services, LLC. (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
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