In this episode of the RVW WealthWisdom podcast, Selwyn Gerber and Stephen Seo talk with UCLA Professor ShlomoBenartzi about the rise of behavioral finance and its implications for investors. They also discuss how behavioral finance has been used to improve corporate retirement plans and practical tips investors can use in everyday […]
In this episode of the RVW WealthWisdom podcast, Selwyn Gerber, Jonathan Gerber, and Stephen Seo welcome back First Trust’s Dan Waldron to talk about constructing ETFs with a factor-based approach. In particular, Dan explains what numbers they look at how they decide what to focus on. They also discuss other ways […]
In this episode of the RVW WealthWisdom podcast, Jonathan Gerber and Donovan Schafer talk to ERISA attorney Alex Brucker about the ins and outs of company-sponsored retirement plans. They discuss the varying roles and concerns of the IRS and the Department of Labor, the differences between an IRS audit and a […]
