Tag: Investing
Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

Navigating Value in Dynamic Markets With Robert Shiller, Jeremy Siegel, and Tom Haines (Ep. 63)

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Ready to navigate value with the experts?

Strap in for a knowledge-packed episode where academic insights meet real-world financial strategies!

This week, host Jeremy Houser is joined by a dynamic team of academics, consisting of Nobel Prize-winning economist Professor Robert Shiller, acclaimed author and economist Professor Jeremy Siegel, and Executive Vice President of Annexus Group, Tom Haines. Together they share unparalleled insights into the economic forecasts, the power of narratives in financial markets, and the crucial role of technology and differentiation for advisors in today’s competitive landscape.

Robert, Jeremy, and Tom discuss: 

  • Navigating Economic Predictions: Exploring insights from 2020 predictions about inflation and international equities
  • The Role of Narratives in Shaping Financial Markets: How they influence investor behavior and economic outcomes
  • Embracing Technology: Incorporating innovative solutions to enhance client engagement and operational efficiency
  • Real Estate Market: Deep dive into the Case Shiller Index and the current housing market
  • Retirement Planning: Longevity risk and how annuities can play a factor
  • And so much more!

 

Resources: 

Connect With Robert Shiller:

Connect With Tom Haines:

Connect With Jeremy Siegel:

Connect with Jeremy Houser:

 

About Robert Shiller:

Robert J. Shiller is Sterling Professor Emeritus of Economics, Department of Economics and Cowles Foundation for Research in Economics, Yale University, and Professor of Finance and Fellow at the International Center for Finance, Yale School of Management. He received his B.A. from the University of Michigan in 1967 and his Ph.D. in economics from the Massachusetts Institute of Technology in 1972. He has written on financial markets, financial innovation, behavioral economics, macroeconomics, real estate, and statistical methods, and on public attitudes, opinions, and moral judgments regarding markets. He was awarded the Nobel Prize in Economic Sciences jointly with Eugene Fama and Lars Peter Hansen in 2013.

 

About Jeremy Siegel:

Jeremy Siegel is a world-renowned expert on the economy and financial markets. The author of the award-winning investment classic Stocks for the Long Run, now in its third edition, he recently expanded that book’s ideas in The Future for Investors: Why the Tried and the True Triumph Over the Bold and the New. A frequent guest on CNN, CNBC, NPR, and other networks, he is a regular columnist for Kiplinger’s and Yahoo! Finance and the winner of dozens of awards for his research, writing, and teaching. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.

 

About Tom Haines:

Tom Haines is the Chief Investment Officer at ARS as well as Executive Vice President at Annexus Group. He began his career in the index and statistical arbitrage trading within BNP Paribas’ Cooper Neff Division (Paris office) before serving as vice president in the exchange-traded products (ETPs) group at NYSE Group and head of ETPs and derivative product solutions at RBS. Tom’s research on index products has been published in top financial journals. He formerly served as a member of FINRA’s Investment Management Committee. Tom holds a bachelor’s degree in quantitative finance from James Madison University in Virginia.

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FEATURE
A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

A Fiduciary-Based Approach To Your Client’s Wealth Planning Needs with Terry Wheeler (Ep. 36)

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In an industry as saturated as the financial one, it is easy to be another sheep in the pack and blend in based on similar services and marketing strategies. 

Thankfully, at InsurMark, the team works with a number of different individuals whose firms are not your typical cookie-cutter business but have unique tools and resources. 

In this episode, Jeremy Houser is joined by Terry Wheeler from WE Alliance Wealth Advisors, Inc. Terry reveals what separates him and his practice from his industry competitors when it comes to wealth planning, including his more traditional approach to client and advisor-facing operations. 

Terry discusses: 

  • His experience at InsurMark’s Founder’s Club and key takeaways from similar advisors
  • Ways his firm approaches technological advancements and marketing solutions 
  • The value of  face-to-face meetings and in-person interactions with clients 
  • Some saving strategies his company focuses on
  • Ways his firm works on identifying the right product for advisors and their clients
  • And more!

Connect with Terry Wheeler:

Book Time with Jeremy Houser: 

Connect with Jeremy Houser:

About Our Guest:

Terry Wheeler is the founder, managing member, and lead portfolio strategist of WE Alliance Institutional, LLC and WE Alliance Wealth Advisors, Inc. He is an accomplished Portfolio and Wealth Strategist Planner; a Wealth, Estate, and Tax Planning Attorney; a frequent lecturer, and formerly an adjunct tax professor at U.C. Davis. 

Terry began his career in the banking and lending industries, but in 1991 he transitioned his focus to the investment world, beginning with Dean Witter Reynolds. His education includes a Bachelor of Science degree in Financial Planning from San Diego State University and a Juris Doctor Degree in Law from the University of the Pacific McGeorge School of Law. He is also a post-doctorate graduate through the Master’s program of the Esperti Peterson institute and a participant in MIT’s blockchain and cryptocurrency course offerings.

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