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Getting Back to the Investment Basics with Kelly Klingaman
Money Checkup with Anjali Jariwala
English - February 12, 2019 08:35 - 44 minutes - 41.2 MB - ★★★★★ - 35 ratingsInvesting Business Education finance investing money business entrepreneur health entrepreneurship leadership marketing financialindependence Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Sometimes to get a good understanding of something, we need to start with the basics. In today’s episode Kelly Klingaman and I discuss the investment basics to give you a better understanding of what your money can do for you. We will also provide some tools and tips you can use for your next money checkup.
As a Regional Director with Dimensional Fund Advisors, Kelly Klingaman works with advisors from across the US on investment, messaging, and business strategy issues in order to sustain, improve, and grow their practice. She graduated from the University of Texas at Austin's McCombs School of Business with a degree in
Finance, concentrated in investment management. Kelly has also held the CFP® certification since 2014.
What We Will Cover
What does “the market” mean when it comes to investing Getting back to the basics: Stocks vs. Bonds Evaluating the risk profiles of stocks and bonds The differences between a mutual fund and an ETF Fees to be aware of when choosing investments Dimensional Fund Advisors’ (“DFA”) philosophy looking at active v. passive management What goes into “evidence-based” investing Explaining active and passive management through a trip to the grocery store DFA’s focus on research and what it has historically indicated The knowledge of the market explained through a jar of jelly beans The importance of diversifying your investments An explanation of asset allocation and why there’s not a “one-size-fits-all” How often and why you should rebalance your investments The importance of the “buy low, sell high” mindset The silent killer if you’re not investing your moneyA Financial Goal in the Works
Plan a big family vacation to Europe in 2020One Piece of Financial Advice
When giving gifts, give them 4 things: Something they want, something they need, something to wear and something to readGetting Connected With Kelly
LinkedInClick here if you want to read the transcript instead!