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Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial Planning

By Jack Forehand, Justin Carbonneau and Matt Zeigler

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.
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10 Lessons From Warren Buffett's Annual Letter

Two Quants and a Financial Planner | Bridging the Worlds of Investing and Financial PlanningMar 18, 2024

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54:44
10 Lessons From Warren Buffett's Annual Letter

10 Lessons From Warren Buffett's Annual Letter

Warren Buffett recently released his 2024 annual letter. And this one was a particularly notable one since it was the first since the passing of Charlie Munger. Buffett wrote a beautiful tribute to Munger in the letter and as is always the case also shared many timeless investing lessons. In this episode, we share our biggest takeaways from the letter and the lessons we think investors can learn from it.

We hope you enjoy the discussion.

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Mar 18, 202454:44
Ten Simple Lessons from Fama and French

Ten Simple Lessons from Fama and French

Academic research can seem inaccessible for many investors. But behind all the complicated concepts and formulas are usually some simple core lessons that all investors can benefit from. In this episode, we are joined by Alpha Architect's Jess Bost to help us pull those core lessons out of the work of Eugene Fama and Ken French. We discuss ten timeless lessons investors can take from their research and look at some simple examples that make them easy to understand. We also look at what it all means for investors from both a portfolio construction and financial planning perspective.

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Mar 11, 202401:03:25
The S&P 500 Is Highly Concentrated | Should You Be Worried?

The S&P 500 Is Highly Concentrated | Should You Be Worried?

The top ten companies in the S&P 500 currently represent 35% of the index. Some market pundits have talked about that being a significant risk factor for the market going forward. In this episode, we take a look at the facts to see if those concerns are warranted. We look at how the current level of concentration compares to history, whether the fundamentals of the biggest companies justify their valuations and what it all means for investors.

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Mar 04, 202451:27
David Einhorn Says the Market is Broken | We Debate Whether He is Right

David Einhorn Says the Market is Broken | We Debate Whether He is Right

In a recent appearance on the Masters in Business podcast, David Einhorn claimed that the stock market is broken. He discussed how he has adjusted his strategy to reflect his belief that the market doesn't seem to care about fundamentals anymore. In this episode, we take an in depth look at this idea and the facts both supporting and refuting it. We discuss how the rise of passive investing has changed the market, how that impacts fundamental investing and some potential changes fundamental investors can make to deal with the changing market.

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Feb 26, 202458:33
The Intentional Investor | Justin Castelli

The Intentional Investor | Justin Castelli

In the first episode of our new series, the Intentional Investor, Matt Zeigler sits down with RLS Wealth founder Justin Castelli to discuss his personal mission and the tools he uses to achieve it. They discuss Justin's life planning mission, why he prefers visions over goals, the $1,000,000 check he wrote to his future self and a lot more.

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Feb 19, 202401:10:41
The Elusive Definition of Risk | And How to Manage It

The Elusive Definition of Risk | And How to Manage It

We all know risk in investing when we see it. But defining it can be a much bigger challenge. In this episode, we work through the concept of risk from both an investing and financial planning perspective. We discuss the ways to measure it, how active investors can think about it, the importance of considering it in a behavioral context and a lot more.

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Feb 12, 202451:24
Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

Private Investing for the Average Investor | The Pros and Cons of Evergreen and Interval Funds

Private equity, private credit and private real estate have traditionally been areas that are reserved for large investors and institutions. But new fund structures are beginning to change that. The question is whether that is a good thing or a bad thing for investors. In this episode, we are joined by Lee Boudouris to tackle that question. We take a detailed look at these asset classes in general, how the evergreen fund structures that have made them more accessible work and the things investors should keep in mind as they evaluate them.

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Feb 05, 202454:37
Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

Fact or Fiction: Limitations of the 60-40, Dave Ramsey's 8% Rule, Factor Investing, AI and More

In our first "Fact of Fiction" episode, we tackle some of the questions we have been asked or have seen out in the world recently. We discuss whether stocks and bonds are sufficient in a portfolio, retirement planning, factor investing, whether an AI driven bubble could be coming. why there wasn't a #1 rap song in 2023 and a lot more.

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Jan 29, 202401:05:47
The Key Criteria to Look at When Evaluating Active ETFs

The Key Criteria to Look at When Evaluating Active ETFs

Active ETFs have grown exponentially in recent years, especially in the equity space. One of the big benefits of that for investors in more investment strategies to choose from. The challenge, though, is that is can be hard to filter through them all to find the right strategy for a specific need. In this episode, we try to help solve that problem. We walk through the key criteria we look at when evaluating active ETFs from both and investing and financial planning perspective. We also work through some examples to show how we do it in practice.


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Jan 22, 202401:02:00
Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

Lessons from Launching (and Shutting Down) a Small-Cap Value ETF

In this episode, we walk through our experience of launching a small-cap value ETF in 2014, running it for 6 years and then shutting it down in 2020. We look at what we learned from the experience and what investors can learn about how ETFs work behind the scenes from our experience.

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Jan 15, 202401:01:35
Lessons from the Rise and Fall (And Rise Again?) of ARK

Lessons from the Rise and Fall (And Rise Again?) of ARK

Technology booms can lead to massive change in our society. They can also lead to huge profits for investors who invest in them. But those huge gains can also be followed by major losses when they inevitably run their course. There is probably no better way to understand the lessons for investors from these periods than to look at the story of ARK Investments. ARK's flagship innovation ETF generated eye popping returns in the years leading up to 2021. Then it gave many of those returns back as investors questioned whether the prospects if the companies it owned justified their high valuations. And then it bounced back in a big way in 2023, although it still sits well below its highs. In this episode, we use the story of ARK to highlight some of the most important lessons we think investors can learn about investing in innovation and concentrated strategies.

We hope you enjoy the discussion.

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Jan 08, 202437:49
Nine Investing and Life Lessons From 2023

Nine Investing and Life Lessons From 2023

2023 was a very interesting year in markets. The pessimism many investors had at the beginning of the year turned out to be unfounded as markets produced well above average returns. And the economy also remained more resilient than many thought, with inflation falling more than expectations throughout the year. Now that 2023 has come to a close, we wanted to take a look back and share the biggest lessons we learned from the year. We discuss what we learned in markets and what we learned in our lives and how that will inform our approach going forward.

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Jan 01, 202440:20
Our 2024 Market Forecast | And Why You Shouldn't Listen to It

Our 2024 Market Forecast | And Why You Shouldn't Listen to It

Forecast season is once again upon is. It is the time of year where many market strategists will tell us where the S&P 500 will end 2024 and do it with conviction. There is just one problem. Almost all of them will be wrong. But despite the fact that the evidence that forecasting the market is a losing game, many of us who follow markets still think we can do it. So we decided that the best way for us to overcome that bias is to try to do it ourselves. In our first annual forecast episode, all 3 of us offer our 2024 forecasts for the market, the economy and a bunch of other things we have no business forecasting. We hope you will enjoy rubbing it our faces next year when we are proven wrong.

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Dec 27, 202346:43
Four Ways Value Investors Can Use Momentum

Four Ways Value Investors Can Use Momentum

Many value investors may see momentum as the antithesis of their approach to investing. But the reality is that there are a variety of ways that value investors can use momentum to enhance their approach. In this episode, we discuss four of them.

We hope you enjoy the discussion.

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Dec 18, 202343:37
Evaluating Alternatives to the 60-40 Portfolio

Evaluating Alternatives to the 60-40 Portfolio

Stocks and bonds have their best returns in history over the past 40 years. But history tells us that the period is more the exception than the rule. With the outlook for stocks and bonds not looking as rosy as the past, many investors have questioned whether a portfolio consisting of just stocks and bonds is enough. In this episode, we tackle that question. We look at the future outlook for stocks and bonds and evaluate a variety of alternative strategies investors could consider.

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Dec 11, 202351:08
The Characteristics of a Good Investment Process - And How to Know When to Change It

The Characteristics of a Good Investment Process - And How to Know When to Change It

One of the most common pieces of advice given to investors is to have a process. But figuring out what that process should be is much more challenging. And determining when to change it is even harder. In this episode, we tackle both issues. We look at the characteristics of a good investment process. We also look at international diversification, the 60-40 portfolio and the struggles of value investing as examples of how to think about when to change it.


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Dec 04, 202342:09
Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More

As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help us work through them. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.

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Nov 27, 202341:38
What Investors Need to Know About Momentum Investing

What Investors Need to Know About Momentum Investing

In this episode, we take a deep dive into momentum investing. We discuss the different types of momentum, why it works, how it is measured and how it is used to construct portfolios. We also cover trend following, the behavioral challenges of momentum and how to think about momentum in the context of a financial plan.


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Nov 20, 202349:57
An Inside Look at the Quality and Low Volatility Factors

An Inside Look at the Quality and Low Volatility Factors

Value and momentum might be the most popular factors with investors, but quality and low volatility also have significant research supporting them. In this episode we take a detailed look at the quality and low volatility factors. We discuss how they are defined, why the work and how they can be coupled with other factors like value and momentum.

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Nov 13, 202334:13
Breaking Down Popular Value ETFs

Breaking Down Popular Value ETFs

There is a tendency for investors to think that all value strategies are similar. But the reality is they can be very different. In this episode, we work through the major decisions that value managers make that lead to those differences and how they impact the strategies that result. We also take a deep dive into some popular value ETFs to see how the differences among value strategies can be measured and analyzed in the real world.

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Nov 06, 202339:11
How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth

How Couples Can Have Better Conversations About Money with Heather and Doug Boneparth

In this episode, we are joined by Heather and Doug Boneparth, co-authors of the Joint Account blog. Heather and Doug share their own experience with respect to money in their marriage and what all of us can learn from it. We discuss how to better communicate about money at the different stages of relationships, having a CFO and a COO in a marriage, defining success and a lot more.

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Oct 30, 202353:21
Is Value Investing Dead? A Quant and a Financial Planner Discuss

Is Value Investing Dead? A Quant and a Financial Planner Discuss

With value investing now having struggled for over a decade, many are questioning whether the strategy has become permanently broken. In this episode we examine the arguments against value investing both from the perspective of a quant investor who builds value strategies and a financial planner who uses them. We look at the different types of value strategies and why value isn't just buying the cheapest stocks. We then get into the arguments against value and discuss whether value's popularity has destroyed its outperformance, if the Fed and market cycles have broken value and if technology's dominance can explain the struggles of the past decade.


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Oct 23, 202351:58
Understanding the Business of Franchising with Ben Terrill

Understanding the Business of Franchising with Ben Terrill

In this episode, we look at the basics of franchising with FranNet's Ben Terrill. We discuss the types of businesses that can be setup via franchising, the pros and cons of the model vs. setting up a traditional business and how the economics work. We also talk about how starting a franchise can fit into a traditional financial plan.


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Oct 16, 202353:03
Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

Investor Q&A | Going to Cash, Laddering Bonds, International Diversification, Narrow Leadership

In this episode, we tackle some of the questions we have been hearing from investors in recent weeks. We discuss the desire to move into short-term bonds, whether a laddered bond portfolio can sustain a 4% withdrawal rate, the potential opportunity in international stocks, residential real estate and a lot more.

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Oct 09, 202352:46
Roth Conversions | What Investors Need to Know

Roth Conversions | What Investors Need to Know

In this episode, we are joined by Sunpointe's Ben Tuscai to take a deep dive into Roth conversions. We discuss the criteria that investors can use to determine when the make sense and why they aren't used in the real world as often as you might think. We also discuss back door Roth conversions, mega back door Roth conversions, conversions inside employer plans and a lot more.

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Oct 02, 202347:17
The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes

The Many Sides of Diversification | Spreading Your Bets Across Stocks, Factors and Asset Classes

The idea of diversification is simple. Most investors understand that spreading your bets and avoiding overconcentration is a good idea. But the details behind how to do that can be much more complicated. In this episode, we take a deep dive into diversification. We look at the number of stocks a portfolio needs to be diversified, the importance of factor diversification, whether a portfolio with only stocks and bonds can be considered properly diversified and why rebalancing is an essential part of diversification.

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Sep 25, 202352:19
A Detailed Look at Direct Indexing

A Detailed Look at Direct Indexing

Many believe that direct indexing will be the next big trend in investing. While it used to be reserved for high-net-worth individuals, zero commissions and the ability to trade partial shares has now brought it to the masses. But does it make sense for investors to utilize the strategy? As is usually the case with all investing tools, the answer is "it depends". In this episode, Lee Boudouris of Sunpointe Investment joins us to look at how direct indexing strategies work and the pros and the cons of the approach.

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Sep 18, 202345:50
Two Quants and a Financial Planner Talk Inflation

Two Quants and a Financial Planner Talk Inflation

The inflation experience of the last few years has been unlike anything many investors have ever seen before. And it has impacted all of our lives in many different ways. In this episode we try to put all of it in context. We discuss the causes of inflation, the challenges of measuring and predicting it, how different asset classes perform during high inflation and how we look at high inflation from both a portfolio construction and financial planning perspective.

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Sep 11, 202343:05
Breaking Down the Greatness of Warren Buffett

Breaking Down the Greatness of Warren Buffett

Warren Buffett just celebrated his 93rd birthday. And for most of his life, he has been demonstrating the power of disciplined investing and compounding to all of us. In this episode, we look at some of the most important lessons investors can learn from Buffett. We discuss his long-term focus, the simplicity of his communications approach, his optimism and flexibility and a lot more.

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Sep 04, 202338:49
Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis

Behind the Curtain of 401K Plans with Law Professors Ian Ayres and Quinn Curtis

Many Americans rely on 401k plans as the primary source to fund their retirements. But many also don't understand the behind-the-scenes details that play a significant role in the outcomes they generate with these retirement plans. In this episode, we speak with Yale law professor Ian Ayres and UVA law professor Quinn Curtis to help us fill in these gaps and discuss how retirement plans can produce better outcomes for their participants. We look at the history of retirement plans and how they have evolved, why choice can be a double-edged sword, how guardrails can improve outcomes and a lot more.

We hope you enjoy the discussion.


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Aug 28, 202356:36
Untangling the Challenging Rules of Inherited IRAs

Untangling the Challenging Rules of Inherited IRAs

Inherited IRAs can be very challenging for investors to understand. Not only are there a series of different rules that govern how money must be withdrawn from them in each unique situation, but those rules also changed substantially with the recent passage of the Secure Act. In this episode, we provide an overview of Inherited IRAs and what investors need to know about them.

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Aug 21, 202330:57
A Quant and a Financial Planner Discuss Factor Investing

A Quant and a Financial Planner Discuss Factor Investing

In this episode Matt and Jack look at factor investing from both the perspective of someone who builds quantitative strategies and someone who utilizes them. They discuss what factors are, why they work, the different ways to combine them into multi-factor portfolios, the importance of matching an investment strategy with the end user's goals and risk tolerance, the important of human capital in portfolio construction and a lot more.

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Aug 14, 202351:17
The Truth About Market Forecasts (And Dollar Cost Averaging)

The Truth About Market Forecasts (And Dollar Cost Averaging)

In this episode we tackle two topics that can impact investors as they seek to build long-term wealth. We first look at the idea of annual stock market forecasts. We talk about the challenges of predicting the market over the short-term, the importance of understanding base rates and how long-term investors should view forecasts. We also cover dollar cost averaging and the ways it can be both used and misused. We discuss why one use of dollar cost averaging is much more useful than the other and the ways investors with a lump sum of money to invest in the market can think about deploying it.

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Aug 07, 202338:42
A Young Financial Planner Shares His Most Important Insights for Early Career Investors

A Young Financial Planner Shares His Most Important Insights for Early Career Investors

In this episode, Ben Tuscai helps us work through many of the issues that young investors deal with navigating early in their careers. He has a unique perspective to offer given that he has recently dealt with the many similar challenges in his own life. We discuss planning for having children, the basics of insurance, general rules for emergency funds, why investing early is so important, emergency fund rules of thumb and a lot more.

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Jul 31, 202338:47
The Many Facets of Discipline in Investing

The Many Facets of Discipline in Investing

Discipline is a word that everyone uses in investing. But saying it is much easier than living it. In this episode, Matt and Justin talk about the practical application of discipline in the real world. They revisit many of the topics from our previous episodes and discuss how discipline is a common thread among them.

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Jul 24, 202347:43
A Financial Planner's View of Factor Investing

A Financial Planner's View of Factor Investing

Asset managers who build factor investing strategies can sometimes have a difficult time seeing how those strategies are used by financial planners who build portfolios with them. In this episode, we look at that issue from both sides as we ask Matt how he thinks about using factor portfolios for clients and we have an opportunity to answer some of his questions about how we think about building them.

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Jul 17, 202340:21
The Basics of Estate Planning

The Basics of Estate Planning

In this episode, we take a high-level look at estate planning. We discuss why it is important, the major areas that are important to focus on and the tools available to use. We cover wills, living wills, powers of attorney and the other most important documents should be put in place, the importance of trusts, the estate tax, intergenerational planning and a lot more.

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Jul 10, 202353:05
Lessons From the Epsilon Connect Conference

Lessons From the Epsilon Connect Conference

In early June, Matt attended the Epsilon Connect conference. The conference brought together a diverse group of people with a common goal of understanding how narratives and media bias affect our world and overcoming them to try to identify the truth and become better citizens and investors. In this episode, we discuss the biggest lessons from the conference and what they mean for all of us in the real world.

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Jul 03, 202333:29
Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics

Five Major Issues on Investors' Minds: Inflation, Recession, Valuations, AI Stocks, Geopolitics

In this episode, we begin a new quarterly series where we will discuss some of the biggest issues that investors are thinking about in the current market and try to put them in a long-term context. We discuss how investors should think about inflation and the potential for a future recession, how to interpret market valuations, the impact of AI stocks on the market and whether political and geopolitical events should play a role in an investment strategy.

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Jun 26, 202343:38
Aligning Your Assets with Your Purpose: Lessons from Peter Mladina

Aligning Your Assets with Your Purpose: Lessons from Peter Mladina

In this episode, we discuss the major lessons from our recent interview on our separate podcast Excess Returns with Northern Trust's Peter Mladina. Peter's work on goals-based planning, aligning goals with purposes, the importance of time and in many other areas has wide reaching implications for investors. But it also can be very complex. So we wanted to break it down in simpler terms than we were able to in the initial interview and discuss the most important lessons investors can take from it.


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Jun 19, 202338:06
Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?

Annuities: Useful Financial Planning Tool or Just a Bunch of Shady Steak Dinners?

Annuities have a bad reputation. From steak dinners to high fees to questionable salespeople, many investors are wary of using them. In this episode we look at how much of that reputation is earned and discuss the facts about annuities. We cover the different types of annuities, both the good and bad uses of them and things investors should be on the lookout for when evaluating annuity products.


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Jun 12, 202348:27
Will ChatGPT Replace Financial Planners?

Will ChatGPT Replace Financial Planners?

There is no doubt that ChatGPT and AI technology will change the world. Many think it will be an innovation that will be on par with the development of the internet in terms of its importance. But how it will do that and which areas of our lives it will impact the most is still up for debate. In this episode, we discuss how ChatGPT might impact the worlds of financial planning and asset management. We talk about the areas it might have the most impact and others where it might have a more difficult time causing significant changes.


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Jun 05, 202338:16
The Challenge of Understanding Your True Risk Tolerance

The Challenge of Understanding Your True Risk Tolerance

Figuring out an investor's true risk tolerance can be a very difficult process. There are certainly standard tools and processes that can be used to try to find the answer, but as Mike Tyson said "Everyone a plan until they get punched in the face." In this episode, we talk through the different types of risks investors face in markets and discuss some of the approaches we have used to better assess investors' true ability to handle them.

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May 30, 202340:00
Interpreting the Key Lessons from Great Investors

Interpreting the Key Lessons from Great Investors

On our Excess Returns podcast, we have had the privilege to talk to many great investors. At the end of each of those interviews, we ask all of them one standard closing question: If you could teach one lesson to the average investor, what would that be? We recently published a compilation where we brought on all those insights together into one episode. In this episode, we discuss our favorite lessons from all of those we highlighted and discuss what they mean for investors.


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May 22, 202353:35
How Regular Investors Should Think About Alternatives to Stocks and Bonds

How Regular Investors Should Think About Alternatives to Stocks and Bonds

With inflation on the rise and the 60-40 stock and bond portfolio coming off one of its worst years ever, many investors are looking for alternatives. In our Show Us Your Portfolio series, we have looked at many strategies that go beyond stocks and bonds and the investors who manage their personal portfolios with them have made a compelling case for why they make sense. But they can also be complex and challenging to understand for many investors. In this episode, we asked Matt to give us a financial planning perspective on alternative strategies from the perspective of the clients who utilize them. We discuss the pros and cons of these strategies, how to analyze them and the importance of knowing yourself when considering them.


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May 15, 202328:01
Lessons for Investors in Their Later Retirement Years
May 08, 202328:01
Using Variable Withdrawal Rate Strategies in Retirement
May 01, 202333:13
Using Monte Carlo Simulation in Retirement Planning
Apr 24, 202329:35
The Importance of Asset Location
Apr 17, 202331:26
Understanding the 4% Rule and Safe Withdrawal Rates
Apr 10, 202330:07