Tag: Market

FEATURE
Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

Is Private Lending the Future of Investments? with Phil Hasbrouck (Ep. 35)

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Are you interested in exploring the future of the financial and investment landscape and the contribution the private lending arena can bring to the field? 

In this episode, Rob Curtiss is joined by Phil Hasbrouck, the co-head of Cliffwater’s asset management business. Phil sheds light on the growing private lending market and what Cliffwater brings to the space. Phil also explains the opportunities and risks associated with investing in private debt, emphasizing the importance of conservative underwriting and its ability to navigate economic downturns.

Phil explores:

  • How private lending has grown to the multimillion-dollar market it is today
  • The importance of understanding the risks associated with private lenders
  • Some risks and return characteristics of private lending
  • The fees and cost savings that come with working with firms like Cliffwater
  • And more!

Resources:

Connect with Phil Hasbrouck:

Connect with Robert Curtiss:

About Our Guest:

Phil Hasbrouck is the co-head of Cliffwater’s asset management business. In this role, Phil leads the firm’s asset management distribution efforts and is involved with product development and positioning, business development, and managing client relationships.

FEATURE
The Impact of The Media on Investment Decisions (Ep. 34)

The Impact of The Media on Investment Decisions (Ep. 34)

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Have you ever come across a news article that highlights the latest investment opportunities? Or seen news reports warning about certain stocks that could impact your portfolio?

The real question you should be asking is if that information truly benefits your portfolio and long-term goals.

In this episode, Robert Curtiss discusses the importance of a well-diversified portfolio and long-term investment goals. He reveals the role of the media in investment decisions, how it can generate panic and lead to bad investment choices as well as how the media focuses on viewership rather than good investment advice.

Rob explores:

  • His very own noise-canceling headphones analogy and how it relates to the media when it comes to investments 
  • The Objective, Unemotional, and Rules-Based (OUR) process and its approach to creating a defined view of investment data
  • The value of researching your options and filtering out the noise
  • Reasons it’s important to pay attention to trends in the stock market
  • Different sectors to invest in depending on short and long-term investment goals
  • And more!

Resources:

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FEATURE
Facing The Investment Storm (Ep.14)

Facing The Investment Storm (Ep.14)

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When the waves become rocky, clients turn to their advisors for stability within their investments. 

But what about financial advisors? How do they feel when faced with the same situation?

In this episode, Robert Curtiss shares insight into the role of financial advisors for clients, both in financial planning and as a pillar when the market becomes stormy. Rob unveils how he’s dealing with the current state of the economy as a person and a financial professional.

Rob discusses:

  • What types of conversations are advisors having with clients
  • The opportunity in unpredictable market waves
  • The role of financial advisors as a pillar within future client plans beyond their financial planning
  • What keeps him up at night
  • The seven pillars of investment management 
  • And more!

Resources:

Connect with Robert Curtiss:

 

FEATURE
The 2022 Retirement Plan (Ep.10)

The 2022 Retirement Plan (Ep.10)

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Our approach to saving for retirement and investing our money differs from the past.

In this episode, Robert Curtiss dives into retirement and social security, revealing how current events impact where investments lie and individual priorities when it comes to savings. 

Robert unveils the different types of retirement accounts, the ways each is influenced by the money we put in, and the importance of working alongside a support team that will help build an optimal retirement plan.

Rob discusses:

  • How the current turmoil and geopolitical upheaval influences the market
  • Reasons why investments are shifting towards defense stocks
  • The importance of balancing retirement funds with tax planning
  • How inflation impacts social security and investment planning for retirement
  • And more!

Resources:

Connect with Robert Curtiss:

 

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