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Hosted by 3D Asset Management, we bring you innovative ideas from investment professionals and practice and business management leaders.  Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but innovative boutique firms.

 

Jan 7, 2019

In this episode, Tom Goodrum, Institutional Fixed Income Strategist at DFA, will share with us the firm’s perspective on the importance of understanding the key risks that drive fixed income.  Many investors are familiar with the Fama-French risk premium framework that explains the majority of expected returns within...


Nov 29, 2018

In this podcast episode, we are joined by Kevin Orr, Nathan Eigerman and Joe Demmler, Managing Partners at Lee Capital Management.  We discuss LCM’s approach to managing tactical, risk managed portfolios through sector positioning and why investors will want to consider such strategies given the current market...


Nov 6, 2018

In this episode, Ben Lavine is joined once again by John Davi, Founder and Chief Investment Officer at Astoria Advisors to discuss the market turmoil experienced throughout October and share our firms’ outlooks on some of the risks facing investors going forward.  


Oct 24, 2018

On this podcast, Matt Shute is joined by Jason Dagley. Jason is the President of Alpha Squared, LLC.  and has spent the last 20 years working with Employer Sponsored Retirement Plans. In 2014, he was named one of the Top 100 Retirement Plan Advisors in the Country by Planadviser Magazine, and Financial Times has...


Aug 20, 2018

In this episode, Matt Shute is joined by Annalee Kruger and Bob Mauterstock. Annalee and Bob run Plan 4 Life (https://plan4lifenow.com/ ), a firm that focuses on educating financial advisors for the future. Specifically, they educate advisors on aging clients and have created an extensive curriculum for financial...