Tag: Investment Planning

FEATURE
Preserving Capital in Retirement with David Marra (Ep. 43)

Preserving Capital in Retirement with David Marra (Ep. 43)

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Have you considered the significance of safeguarding your capital and managing risks during retirement? How does capital preservation play a role in maintaining a stable stream of income?

Join Rob Curtiss and his guest, David Marra, Co-Founder and Chief Investment Officer at Markin Asset Management, LP, as they navigate the connection between finance and technology, specifically delving into David’s expertise in quantitative investment research and machine learning. 

But that’s not everything! David and Rob also explore the importance of capital preservation and effective risk management, focusing on ensuring a stable stream of retirement income. 

Rob and David touch on:

  • David’s career and how it led to his focus on capital preservation and quantitative investment research
  • The importance of capital preservation leading up to retirement
  • Mitigating risk during market volatility
  • Ways the pandemic impacted investment strategies
  • And more!

Resources:

Connect with David Marra:

Connect with Robert Curtiss:

About Our Guest:

David Marra is the Chief Investment Officer at Markin Asset Management, LP.  David has been an invited speaker on quantitative asset management at numerous family offices, hedge funds, conferences, and organizations, including ALTSLA, NAPFA, and the Financial Planning Association (FPA). 

Throughout his career, David has developed a unique ability to explain complex portfolio concepts in a language allocators can use in client communications. David previously founded a quantitative research firm serving institutional asset managers and funds. His three decades of experience include advising C-level executives at some of the world’s leading asset management and pharmaceutical firms as a Principal with The Boston Consulting Group (BCG). 

Earlier in his career, he was the Founder & CEO of a search engine technology firm overseeing over 70 researchers and technologists. David received an MBA from the University of Chicago, Booth School of Business, where he was a Fellowship recipient.

FEATURE
As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

As We Transition From Summer to Fall: Reflecting on Financial, Estate, Investment, and Tax Topics (Ep. 37)

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At 37 episodes, The Millionaire Next Door Podcast has explored a multitude of topics, from financial planning tips to life-changing experiences and lessons. 

Each conversation contains helpful information and resources you can use and refer to! 

In this episode, Rob Curtiss shares his top-of-mind topics, ranging from general finances to estate, tax, and investment planning. Rob highlights how different aspects of planning evolve with changing needs and how his podcast provides valuable advice for existing and potential clients.

Rob discusses:

  • How his podcast and the stories on it can help people learn beneficial financial lessons
  • The process behind estate planning and the importance of frequent updates
  • Strategies when navigating investments and tax implications
  • The value of regular client-advisor communication and check-ins 
  • And more!

Resources:

Connect with Robert Curtiss:

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
What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

What You Should Know About ESG and SRI in Investment Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep. 23)

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The idea of aligning our money with our goals is a common practice. However, the focus today is aligning our investments with what we are truly passionate about.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Together they unpack the impact of environmental, social, and governance (ESG) and socially responsible investing (SRI) within portfolio planning and how personal beliefs influence investment planning.  

Sam discusses:

  • How the term ESG entered the mainstream media
  • The value of aligning our ESG and SRI investments with what we are passionate about
  • How to implement ESG and SRI investments within our portfolio 
  • What you should know about the different financial planning vehicles and their role in how financial plans are built
  • 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
Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

Expanding Investment Opportunities Through Effective Tax Planning with Sam Miller, CFA®, CFP®, CAIA® (Ep.19)

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Building tax strategies around investment plans provide a layer of security to reduce the cost of returns while allowing you to further invest that money.

In this episode, Robert Curtiss is joined by Sam Miller, the director of research and marketing at Signature Estate & Investment Advisors (SEIA). Sam unpacks the different types of investment options clients can consider, how they fit within portfolio planning, and the importance of including a tax planner in your investment planning.

Sam discusses:

  • His role at SEIA and his approach to portfolio construction and investment selection
  • How he separates alternative investments based on how fiduciarily responsible they are for their clients
  • What additional elements have opened up in the wake of inflation to diversify portfolios
  • Strategies to liquefy a singular long-term investment while avoiding a huge tax cost
  • The tax planning associated with capital gains and qualified opportunity zone funds
  • 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
Financial Concerns For The Current Generation (Ep.11)

Financial Concerns For The Current Generation (Ep.11)

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We hear about stock prices, inflation, taxes, and the conflict between Russia and Ukraine on the news — all this with lots of numbers and information. 

Luckily, here’s where financial advisors like Rob Curtiss untangle the numbers to help clients move forward.  

In this episode, Rob dives into current world events, revealing their impact on inflation, taxes, and investment planning as clients shift their routines. He shares what his company looks for in potential clients, along with concerns individuals bring up during a single call-in.

Rob discusses:

  • What you should know about his objective, unemotional rules-based process
  • Current inflation compared to past inflation rates
  • His approach to working alongside potential clients 
  • Ways he determines if they are the right fit for each other 
  • Common client questions due to current uncertainty

Resources:

Connect with Robert Curtiss:

 

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