Tag: Investing

FEATURE
Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)

Lessons From the Past: Exploring US Financial History with Mark Higgins, CFA, CFP® (Ep. 48)

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Have you ever thought about how financial history can impact your investment decisions? 

This week on The Millionaire Next Door, Robert Curtiss speaks with Mark Higgins, CFA, CFP®, and author of “Investing in U.S. Financial History: Understanding the Past to Forecast the Future.” 

Mark delves into his journey of researching and writing about US financial history and the significance of understanding the past to make informed decisions in the present financial environment. So, tune in as Rob and Mark offer valuable perspectives for investors and financial professionals alike.

Rob and Mark discuss:

  • The journey behind Mark’s book
  • The value of understanding financial history
  • Past financial crises and how they relate to current economic challenges
  • The evolution of market efficiency
  • The resilience of the United States economy
  • And more!

Resources:

Connect with Mark Higgins:

Connect with Robert Curtiss:

About Our Guest:

Mark J. Higgins, CFA, CFP, is an author, financial historian, and frequent contributor to Enterprising Investor. His work draws from his upcoming book, Investing in U.S. Financial History. 

Before writing Investing in U.S. Financial History, Mark served as a senior investment consultant for more than 12 years. In this role, he advised the trustees of large pension plans, foundations, endowments, and insurance reserves that had aggregate assets of more than $60 billion. As a consultant, he discovered that understanding financial history proved much more valuable than tracking the latest economic data.

FEATURE
Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

Exploring The Benefits of Direct Indexing with Sam Miller, CFA®, CFP®, CAIA® (Ep. 26)

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Want to know how to personalize and customize your investment portfolio while potentially gaining tax benefits?

Let us introduce you to direct indexing!

In this episode, Robert Curtiss sits down with Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA), to talk about direct indexing and its advantages for investors. 

Listen in as they delve into various cases of direct indexing, including its tax benefits, ESG customization, and active engagement with companies.

Sam discusses:

  • Direct indexing and how it allows investors to personalize and customize their portfolio with individual stocks while applying ESG aspects
  • Various cases of direct indexing, including setting a tax budget, customizing portfolios based on ESG or faith-based values, and active engagement with companies through proxy voting
  • The minimum required for direct indexing
  • Direct indexing as a flexible and customizable tax-efficient tool (which can be used in various investment scenarios, including in IRAs).
  • 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.

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