Two Quants and a Financial Planner

Two Quants and a Financial Planner

Two Quants and a Financial Planner bridges the worlds of investing and financial planning to help investors achieve their long-term goals. Join Matt Zeigler, Jack Forehand and Justin Carbonneau as they cover a wide range of investing and financial planning topics that impact all of us and discuss how we can apply them in the real world to achieve the best outcomes in our financial lives.
Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies

Practical Alternatives to the 60-40 Portfolio | Building Robust Multi-Asset Class Strategies

In this episode, we dive deep into practical alternatives to the traditional 60/40 portfolio. We explore various approaches like the Permanent Portfolio, risk parity and return stacking and take a det...

Practical Lessons from Mike Green

Practical Lessons from Mike Green

In this episode, we dive into the key takeaways from our recent interview with Mike Green of Simplify. We explore several important lessons, including the need to be open-minded about new ideas in inv...

Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration

Eight Charts That Summarize 2024 | Inflation, Growth, Market Concentration

In this episode, we take a look back at the first half of 2024 and examine some surprising trends in the economy and markets. We discuss how inflation has remained stickier than many expected, but wag...

Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

Nine Lessons from Rick Ferri | Simplicity, Fees, Market Efficiency and Lessons from History

In this episode, we dive into the key lessons we took from our recent conversation with Rick Ferri on the Excess Returns podcast. We explore Rick's approach to simple, low-cost investing and discuss h...