In Ep. 68, Tim talks with Jeff Ptak – Global Director of Manager Research for Morningstar. They discuss some of Morningstar’s research and which piece Jeff personally finds the most interesting. They also talk about some of Jeff’s blog posts covering topics like asset location, reasons to move on from a mutual fund, the effect fees are having on the industry and more!
Archives for 2019
Let’s Put the ‘Personal’ Back in Personal Finance
The May 2019 issue of Money magazine was delivered to our office recently with a large picture of Dave Ramsey on the cover.
The cover reads:
“The Debt Slasher: Broke millennials are flocking to financial guru Dave Ramsey – is his advice sound?”
The piece about Ramsey in the magazine starts by telling the story of an event Ramsey held in Grand Rapids, MI back in February. The story says “Grand Rapids was blanketed in an ice storm earlier that afternoon, so much of the crowd had to drive through miles of slush to make it in. But 4,000 people still showed up, Ramsey said later.”
Something about that quote just didn’t make sense to me. 4,000 people are going to listen to a man talk about “personal” finance?
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Tim’s Top Links – 5/8/19
The Mullooly Asset Show is quickly closing in on 150 episodes! Yesterday, the latest episode of the series was released. You can check it out below on our YouTube channel.
Here’s what I’ve been reading this morning:
Tim’s Top Links – 5/7/19
It seems like every year the Mets give me a lesson in mean reversion. The last two seasons they’ve started out playing extremely well, and look very promising. Then the revert back to the mean. Last year it ended with a losing record, so hopefully this year they can improve on that!
Here’s what I’ve been reading this morning:
Tim’s Top Links – 5/6/19
It’s 2019, and technology is EVERYWHERE. For the latest proof of that, just watch what happened in the Kentucky Derby this past Saturday. After a lengthy replay review, the original winner was disqualified and a new champion was crowned!
Even horse-racing isn’t immune to the repercussions of technology.