Month: May 2023

FEATURE
The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

The Role of Alternative Investments In Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 29)

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With market volatility and political uncertainty being a few reasons, the truth is that the investment market doesn’t always cooperate with our portfolios.

But as an advisor, how can alternative investments protect our client’s portfolios? Do you know?

In this episode, Robert Curtiss speaks with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam talks about the role of alternative investments in building (and diversifying) a portfolio and the ways they are being integrated within existing client investment plans.

Sam discusses:

  • What you need to know about alternative investments
  • The four key tenets of SEIA’s due diligence process 
  • What kind of income and volatility do alternative investments face compared to public stock markets
  • How institutional investment strategies have trickled down to investment advisory firms and the changes that have been made for individuals rather than institutions
  • The value of identifying what’s important to your clients
  • And more!

Resources:

Connect with Sam Miller:

Connect with Robert Curtiss:

About Our Guest:

Sam Miller, CFA®, CFP®, CAIA® is the Director of Research & Marketing and a member of the SEIA investment management and research department, where he contributes thought leadership and expertise to the due diligence, portfolio construction, and investment selection processes. He works closely with SEIA’s Investment Committee to formulate and communicate opinions on the economic and investment environment.

FEATURE
Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

Measuring Longevity Risk: Here’s What You Need To Know About SEIA’s Wealth GPS with Julia Fahlen (Ep. 28)

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Your health and longevity play a crucial role when it comes to your financial future, especially when it comes to retirement planning. 

Get ready to explore the fascinating world of longevity risk and why it’s becoming an increasingly important topic for people of all ages in this episode of The Millionaire Next Door.

This week, Robert Curtiss is joined by fellow team member and wealth coordinator at SEIA, Julia Fahlen, to unpack the ins and outs of the firm’s Wealth GPS and its role in measuring their clients’ longevity risk to ensure they don’t run out of money in retirement.

Rob and Julia discuss:

  • Ways SEIA Wealth GPS provides a holistic approach to evaluating their clients’ financial picture
  • The firm’s cash flow modeling system and reasons it’s a critical component when it comes to financial planning 
  • Tips for handling finances (and spending) going into and in retirement
  • The value of being mindful of your finances 
  • And more!

Resources:

Connect with Julia Fahlen:

Connect with Robert Curtiss:

About Our Guest:

Julia Fahlen, CPA, is a Wealth Coordinator in SEIA’s Pasadena office. She assists with gathering information needed to create client profiles for financial reports and plans.

Previously, Julia worked at Deloitte Tax LLP in the National Federal Tax Services group, assisting companies deduct transaction costs.

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