Roger Ibbotson – Yale Professor Talks About the Future of Interest Rates, The Stock Market, and More

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio.

roger ibbotson


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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Roger Ibbotson

Jeff is a multi-millionaire stock options trader and economist with nearly 20 years of experience under his belt. He failed building 4 businesses– even tried his hand as an online poker player, but learned each step of the way to becoming a multi-millionaire before the age of 35.  

Now he dabbles in virtually every aspect of the market, but has a special gift and passion for trading options and has become the #1 live-streaming stock options trainer in America. While he maintains a disciplined approach to the market, he’s also not afraid to make the big bets and swing for the fences when he thinks there’s an edge on a trade.

Raging Bull has a large following with over 2 million unique users on its website each month, a user base of over 500,000 paid and free members in their network and over 200,000 social media followers.

Roger's Online Presence & Reference Articles:


Today's First Time Panelist


Nicole Tanenbaum  |  Chequers Financial Management


Nicole Tanenbaum is the Chief Investment Strategist for Chequers Financial Management. She oversees all aspects of the investment management services offered by Chequers, from investment selection and asset allocation recommendations to portfolio implementation and oversight. Nicole has been in the investment industry for over 15 years, where she oversaw portfolio strategy and investments for ultra-high net worth clients at ICONIQ Capital, and managed portfolio analytics and investor relations for endowments and foundations at Watershed Asset Management, a $2 billion hedge fund. Additionally, Nicole’s commentary is regularly featured in the Washington Post where she provides ongoing perspective on the financial markets.

 


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Learn How To Start a Fund to Grow Your Wealth

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework. This is a good insight into how funds work and some steps you can take to set up your own fund...


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Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Bridger Pennington

Bridger Pennington is the founder of Black Bridge Holdings and an investment fund that has done over 265 deals in the last 2.5 years.

 

Bridger has started helping others launch their own funds through Investment Fund Secrets, an online program to help people start investment funds without working on Wall Street or having an Ivy League degree.

 

Bridger has spoken on stage to tens of thousands of people across the United States and is on a mission to help entrepreneurs scale their businesses through launching their own funds.

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The Future of Oil and Natural Gas Investing

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? 

This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider. 

Oil and Natural Gas Investing 101: The Difference Between a Working Interest and a Mineral Interest

One thing about investing in oil and gas investments all experts can agree on is there are plenty of options available. While this is a luxury in some respects, it’s also challenging for investors to know which options to pursue. One of the most common investment strategies is investing in mineral rights. Investing in oil and gas minerals requires strategic planning and patience to maximize your return on investment. Here are some of the differences between mineral rights investing and direct oil well investing.

Investing in Oil Wells Directly

When you invest directly in an oil well, you are making what is known as a working interest investment. With this type of investment, you participate in the exploration and production of oil and gas minerals, including being responsible for the costs of every phase of production. The amount you are liable for is equal to the amount of the well you own.

One of the benefits of being a working interest owner is you own the majority of the well. You can also deduct 100% of the oil well in the first year under new tax laws. Although it may seem like you have total control of a well as a working interest owner, you’ll still be at the mercy of exploration and production companies. This is, of course, unless you as the investor wish to drill the well yourself and become the sole operator. With no prior experience, we do not consider this an option.

Investing in Mineral Rights

When you invest in mineral rights, you own the subsurface minerals. You have a significant amount of power as an oil and gas mineral interest owner, since you have the rights that multi-million and billion-dollar companies want. You don’t control any aspect of when these companies explore your minerals, but you can receive a lucrative royalty of anywhere from 10% to 25% of every barrel of oil and gas extracted. And arguably the best part about it is you aren’t on the hook for any of the exploration or production costs.


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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Troy Eckard

In 1985 Troy started his career as an investment broker working for a licensed firm that catered to high net worth private investors, diversifying their portfolios to include energy assets. Eckard had the desire to create a fully integrated business approach in the energy sector which lead to several other very successful operations such as; Eckard Land & Acquisition, LLC which focuses on buying, leasing and selling mineral rights. FSH Midstream, LLC which is a private LLC started by Troy who is one of four owners of a major natural gas pipeline company situated with assets in the Gulf of Mexico. Eckard Global, LLC acts as an investment project sponsor for participating in working interest drilling and production projects. Royalty Fabrication, LLC fabricates steel tanks that are used by oil and gas exploration and production companies for onsite storage of crude oil, natural gas liquids and water.

Troy's  Online Presence:


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Delaware Statutory Trust (DST) Tax Advantaged Exit Strategies For Your Investments In Real Estate

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be. 

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Jason Salmon

Jason brings 20 years of commercial real estate and financial advisory experience to Kay Properties and Investments. He specializes in tax-advantaged exit strategies and estate planning solutions—working with property owners on their 1031 exchange transactions. Jason has expertise in identifying real estate investments across multiple sectors and takes pride in giving clients access to opportunities via the company’s diverse platform.

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Money Honey Rachel Richards – Retire Early With Passive Income

Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Rachel Richards

 Only 27 years old, former financial advisor Rachel Richards has made a name for herself in the personal finance realm. In 2019, Rachel quit her job and retired, with over $10,000 per month in passive income! She is the bestselling author of “Money Honey” and “Passive Income, Aggressive Retirement.” She has been featured on the Penny Hoarder and the New York Times and has been contracted to speak at colleges. Rachel is also a real estate investor with 35 rental units. Her valuable money lessons have helped thousands of millennials work their way out of financial despair. She has successfully done what no one has done before: made the topic of money management fun, entertaining, and simple!

Rachel's Online Presence:



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Investing in Small Businesses For Profit

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy. Join us this week to learn how to build wealth outside of your W2 income.


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Carl Allen

Carl Allen is a world-class entrepreneur, investor and corporate dealmaker who has worked on more than 330 transactions worth close to $48 billion. 

In his nearly 30-year career, Carl has analyzed thousands of businesses big and small in 17 different countries across nearly every business sector, including technology, pharmaceuticals, transport and logistics, engineering, manufacturing, aerospace, consumer goods and services, business services, retail, professional services, finance, packaging, and corporate clothing. 

Carl first earned his reputation during his 16 years on Wall Street working for Bank of America, Hewlett-Packard, Forrester, and Gartner. There he advised some of the world’s largest corporations on investments, mergers, acquisitions, disposals, and restructuring... and helped hundreds of business owners raise both equity and debt financing. 

Until he almost missed the birth of his second son… 

That’s when Carl quit the rat race and began brokering (and eventually buying) businesses for himself. Today he is considered one of the world’s premier experts on buying and financing small business acquisitions. 

Carl founded Dealmaker Wealth Society (formerly Ninja Acquisitions) because he believes starting a business from scratch is certifiably, BATSH*T CRAZY! He wanted to use his highly specialized skill set to help others realize their dream of self-employment didn’t have to be a long, hard, up-all-night slog with a 96% failure rate in 10-years*. 

Today he’s helping thousands of entrepreneurs all over the world buy existing, profitable small businesses that will immediately put money in their pockets. And best of all — he teaches them how to do this without using a dime of their own capital!

Carl's Online Presence:


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Wall Street Banking Secret #3 Revealed… Learn How Investing In Tax Liens Get You High Yields In A Low Yield Environment

This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too.

This week we interview an industry insider, Joanne Musa, about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it.

Is Investing In Tax Liens Right For You?

By Joanne Musa, the Tax Lien Lady®

Investing in tax liens used to be something that only the wealthy knew about and took advantage of. For decades it was a little known, high yielding investment vehicle. All of this has changed in the past couple of decades as more and more people have become aware of the high yields and minimal risk of investing in tax lien certificates. Many have been told about the benefits of investing in tax lien certificates but are not sure if it’s really something that they can do.

Tax lien certificates are an attractive investment for the person just starting out with little to invest because you don’t need thousands of dollars to get started, and you don’t have to pay any brokerage fees. There are drawbacks, however. You almost need to be an expert to invest profitably. This is something that you need to be able to devote some time to. It’s not like you can call your broker and tell him to buy some tax liens for your portfolio.

Tax lien certificates are sold at tax sales that are conducted by a county or municipal official. These sales are usually held as auctions in most states are only once a year. There are a few states with counties that hold tax sales quarterly or even once a month. To invest successfully, you need to find out when and where these tax sales are held, research the properties in the sale, and in many states, physically attend the auction to bid on properties.

What Happens When You Purchase A Tax Lien?

Successful bidders are issued a document, either a tax sale certificate or tax deed. Sometimes the document needs to be recorded with the county clerk (in some states you do not need to record the lien). You are also responsible for maintaining accurate records and submitting the proper documents to safeguard your investment. Some states like Florida and Arizona, that have online auctions, do not issue tax lien certificates, but keep them on file in the county treasurer’s or county tax collector’s office.

If you have the time to spend investigating properties and you enjoy the challenge of learning something new, then perhaps investing in tax lien certificates could be a good way for you to grow your wealth without the typical risks of the stock market or conventional real estate investing. If, however, you don’t have the time to spend researching properties and finding out about tax sales, then this is probably not the right investment vehicle for you.

Another thing you want to consider is your location. Some states do not sell tax liens, and if you do not live in a state that has tax lien sales, you may have to spend a considerable amount of money traveling to tax sales in order to buy tax lien certificates. Although some counties have online auctions or sell tax liens through the mail, you still need to research the tax sale properties before you place a bid. If you don’t, you could end up buying a tax lien certificate on a worthless piece of property and losing money.

How To Get Started

The first thing you need to do is find out where and when the tax sale is held and get all the information you can about the tax sale.  You’ll need to get the list of properties being sold in the tax sale. You also need to know the rules and procedures for the tax sale. This is sometimes published online on the tax collectors or county treasurer’s web site. The rules and procedures for the sale are quite different for each state, and sometimes even for each county within a state. Not knowing the rules and procedures, or not following them, can cost you!

You will have to do some research on the parcels that are in the tax sale to determine which ones to bid on. You can check the tax records to find out as much information about each property as you can. There are websites like Zillow.com and Trulia.com that you can check to estimate the market value and get an idea of the neighborhood for each property that you plan to bid on. For tax deeds, you will want to do some type of title search to check for liens or judgments that might survive the tax sale. For vacant land (both liens and deeds) you’ll want to check any zoning laws to make sure that the property is buildable.

Your next step is to prepare for bidding at the tax sale. You’ll need to complete a w-9 form for tax lien and redeemable deed sales, so either have one completed and bring it with you to the sale, or have your tax ID number (social security, ITIN, or EIN #) ready. Depending on which type of tax sale (deed, lien, or redeemable deed sale) that you’re going to, you may also need to fill out a bidder information form, or an affidavit stating that you don’t owe any property tax in that taxing district.

Once you’ve done all your homework, you’re prepared to bid at the tax sale! If you need help with the steps to follow to get ready for first tax sale, or you want more information on what a tax lien is, or the difference between a tax lien, a tax deed, and a redeemable tax deed, you can get a free report on the 7 Steps to Building Your Profitable Tax Lien Portfolio..


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Joanne Musa

The problem: You want to get higher return on your money than you can in money market account or bank CD, but you don’t want to risk your savings in speculative investments, and you don’t have time for real estate investing. You want to do something with your money, but you don’t know what, so it’s just sitting in a non-performing account making next to nothing. Or maybe you have invested in speculation and lost some of your retirement funds. That's the bad news. 

But what if there was a way you could invest your money for high returns without shelling out a huge percentage of interest earned for fees, and you could do it without unnecessary risk and without tenants, toilets, termites, or negotiating deals? Here’s the good news! There is a way for you to invest your money safely for high returns... and the Tax Lien Lady, Joanne Musa, can show you how. 

In the last 10 years, Joanne Musa, known online as The Tax Lien Lady, has helped thousands of investors around the world to buy profitable tax liens and tax deeds with her step-by-step system.  

Best of all, her easy-to-implement training programs have now helped people from all walks of life take control of their financial situation and their retirement. 

Fasten your seatbelt because you are about to learn how to use a strategy for investing that has been carefully guarded by wealthy investors for decades! 

Please help me welcome Joanne Musa, the Tax Lien Lady.

Joanne's Online Presence:


Book References:


Today's Panelists

Mobile Home Park Investing – Digging For Gold In A Trailer Park

This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview.


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Looking for a better way to invest? 

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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Jefferson Lilly

Jefferson is a mobile home park investment expert and educator. He is the founder of Park Avenue Partners, a private equity real estate fund that acquires and operates mobile home parks nationwide. His investment funds are returning 8% - 15% cash annually to Limited Partners. Both personally and through his partnerships, Jefferson has acquired 25 MHPs in 13 states since 2007 totaling over $56MM in value. He started the industry’s first MHP podcast and the largest group on LinkedIn dedicated to investing in mobile home parks. Prior to beginning to manage investors’ money in 2014, Jefferson spent seven years investing his own capital in mobile home parks and consulting to high-net-work families with interest in the manufactured housing industry. Jefferson has been featured in the New York Time, Bloomberg Magazine, and on the Real Money television show. He holds a B.A. from the University of Pennsylvania and an MBA from the Wharton School of Business.

Jefferson's Online Presence:


Today's Panelists

Venture Capital Investing: Wall Street’s Secret Club They Don’t Want You To Join

We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. Its not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more.


venture capital investing carey ransom


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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Carey Ransom

Carey Ransom is a technology entrepreneur, executive, investor and advisor, and has started, grown and/or led 8 B2B and consumer technology companies during startup and growth phases. He is currently the President of OC4 Venture Studio, a new SoCal-focused venture studio where he and his team invest themselves and capital into founders of data-centric SaaS startups. He’s also host of a show/podcast featuring SoCal innovators, entrepreneurs and leaders. Since 2003 and before OC4, Carey invested in 12 of his own or angel-funded others’ ventures, with a current IRR of 25%+ (unrealized). Most of these ventures are SaaS, fintech or data/analytics companies. Prior to OC4 he was COO at Aspiration, the leading “consumer financial firm with a conscience,” where he led the firm’s growth from 40 to 150 people and the build out of infrastructure and approval as a FINRA-regulated broker-dealer. Previously, he was Chief Product & Innovation Officer of Experian’s Consumer Services business, where he led the new portfolio of consumer credit, financial and identity products, as well as partnerships across other Experian business units. He was also CMO and Chief eXploration Officer (CXO) of Payoff, a venture-backed consumer fintech company, where he recruited and built most of the team from 6 people to over 100, led new initiatives and strategic partnerships, and launched Payoff’s core consumer lending business. Before Payoff he was CEO at RealPractice, a venture-backed SaaS company, which he sold to ReachLocal (RLOC). Carey's over 20-year career spans executive roles in product, marketing, business development, strategy and corporate development. Prior to RealPractice, he was VP Business Development at Brand Affinity Technologies (BAT), an Internet advertising and celebrity endorsement business. Carey was VP Marketing and Corporate Development at WebVisible, forging new partnerships with companies such as AT&T, American Express and Microsoft, creating new lines of business, and helping WebVisible more than triple its revenue during his tenure. While at MessageRite (acquired by Frontbridge Technologies), Carey was VP Sales and Marketing, leading the online compliance and security start-up’s business, which was eventually acquired by Microsoft. Carey is active in the Southern California startup and investment community, and is a long-time board member of OCTANe and advisor to the CEO Leadership Alliance of Orange County (CLA-OC). He has recruited and hired nearly 500 people in the last 15 years here, and passionately believes in purpose, culture, talent and timing as key ingredients to successful companies. He has frequently spoken at financial technology, software and online media conferences such as SaaStock, Recurring Revenue, AltFI, Innovation Project, Frost & Sullivan and IMA. Carey is an MBA graduate of the UCLA Anderson School of Management. In addition, he holds a B.A. in Economics from Indiana University. His real education, though, was growing up in a multi-generational retail family business.

Carey's Online Reference


Today's Panelists

Black Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob Arnott

This week we interview Rob Arnott, Chairman and founder of Research Affiliates. We discuss his most recent paper, The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers.

We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem.

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"In investing, What is comfortable is rarely profitable."     - Rob Arnott

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Rob Arnot

Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. He has been referred to as the "Godfather of Smart Beta" for his pioneering work on "The Fundamental Index." Rob has published more than 130 articles in such journals as the Journal of Portfolio ManagementHarvard Business Review, and Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Rob has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

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