In today’s episode Greg and Colin look at the impact of presidential campaigns, historical returns based on if a Republican or Democrat was in office, and discuss other variables and events that impact stock market returns. …
In todays episode Blair Howell joins Colin Andrews to discuss the benefits of financial planning. Blair is a Certified Financial Planner (CFP) on The CM Group who will be exploring the different pitfalls of planning and the …
In today's episode Colin and Steve revisit the basic principles of asset allocation, diversification, and market timing. Looking at the difference of having good coaching and a good plan to avoid both the fear of missing out…
Investing for dividends is a common strategy by many investors. But have you ever wondered why? What is the difference between investing in a company that pays a dividend versus one that doesn’t? How are dividends like calci…
Where do the terms Bull and Bear Markets come from? Well, listen here and find out the historical relevance of those terms. Today we dig into what is a “Bull” market and what is a “Bear” market. Looking at the historical dat…
Steve Molina joins Colin today to discuss entertainment advice. Discussing the difference between news, fake news, false news and how media headlines drive the decision making process of investors. Imagine if the next headli…
Tim Noonan joins us today as our first guest speaker. Tim is the former Managing Director of Strategic Business Initiatives with Russell Investments. Tim is also an accomplished author, his book titled ’Someday Rich: Plannin…
There are various forms of fixed income, or bonds, and not all of them are the same. Today’s episode looks at what some of those forms are and asks the question about why own fixed income at all? Exploring market cycles and …
In todays episode we look at the history and effectiveness of market timing in portfolio management. Looking at results of being out of the market during key times, measuring expert returns, and the impact of style drift. En…
In todays episode we explore the various factors of return present in equity and fixed income markets. Digging into the relationship between higher expected rates of return and academic work on various dimensions, or factors…
This weeks episode focuses on the differences in active and passive investing. Exploring changes over the past few decades that has resulted in the introduction of index funds. How do index funds fit into the argument of act…
The question is are you a gambler focused on speculation, or are you an investor harnessing the power of the market? In this episode we dig into the question of speculation and link it back to the Efficient Market Hypothesis…
The investment industry has gone through an evolution when it comes to security selection and investment advice. Today we talk about the pre-modern, modern, and post-modern era’s for investment management and how it pertains…
In this weeks episode we explore the history and evolution of stock picking. Discussing the zero sum game of trading stocks, having a winner for every loser and a loser for every winner. If you stumble can you ever catch up?…
To diversify or not to diversify that is the question…today we explore what diversification is in investing. Discussing the different ways of diversifying your investment portfolio. Diversification works in many asset classe…
Asset allocation has been called the most important decision an investor can make when it comes to expected return. Today’s podcast discusses the historical background of asset allocation and identifies the various forms of …
The CM Group is a wealth management group that has been working with investors since 1985. In the last, almost four decades, there has been tremendous change to the investment industry as well as to the structure and service…
