Gamification – Growing Wealth vs Gambling

In today’s episode, we take a closer look at growing wealth vs gambling or gaming. The addiction to games has crept into the investing world – what does that mean for responsible investing?.  Join Margaret Wittkopp and Jim Rosetti in their discussion as they explore passive vs aggressive investing and alternatives to gaming your financial future.

Highlights

(01:00) Listener’s Corner- Finding airtight confidence with money and your future

(3:27) The irresponsible investor

(6:11) Choosing your purpose and aligning your financial future, creating your American Dream (Event link)

(7:50) Gamification and investing

(10:55) Addiction and money

(14:45) Viewing money as a tool

(18:05) Financial education helps to align confidence and purpose of investing

(20:54) Active vs passive investing, a different view of the market

(25:00) Taking the guesswork out of investing

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Diversification – What is it, really?

Today’s episode discusses the definition of diversification in investing. Many people think that holding many stocks or bonds qualifies as diversity.  Join Margaret Wittkopp and Jim Rosetti in their discussion as they explore a more complex and accurate definition of diversity and its importance to your portfolio.

Highlights

(01:00) Listener’s Corner

(6:30) Harry Markowitz’s Modern Portfolio Theory – assembling a portfolio of assets so the expected return is maximized for a given level of risk

(8:12) What diversification is not…

(10:51) Market volatility can be advantageous

(11:35) Exchanging hope and uncertainty for one of confidence and abundance in investing

(13:43) Creating a complex, diversified portfolio

(16:57) Stewardship and putting your wealth to work

(20:00) Diversification, newly defined

(23:48) Fiduciaries consider rebalancing as an important activity

(24:56) Invitation to American Dream Experience Special Introduction (Event link)

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

How Being Human Can Get in the Way of Investing

Today’s episode discusses the human factor of investing.  Stories shape much of our lives.  Finding truths can uncover new ideas and new empowerment. The questions we ask can determine the successes in our lives. Join Margaret Wittkopp and Jim Rosetti in their discussion of investing in your future by separating stories from truth.

Highlights

(01:23) Listener’s Corner:

(3:35) Veritas values

(6:59) Mind Over Money

(7:51) Investor Bias

(12:05) Differentiating story and realty

(13:39) Admitting you may be influenced by emotion over logic

(16:06) Investing time in financial education

(20:34) Portfolios built on proven academic principles and performance

(24:51) Invitation to American Dream Experience Special Introduction (Event link)

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Academic Principles for Investing (August 2, 2021)

Today’s episode discusses the Academic Principles of Investing. What are they? Why Are They Critically Important to Your Investment Portfolio? How is this philosophy of investing different from typical retail investing? Join Margaret Wittkopp and Jim Rosetti in their discussion on the academic principles of investing.

Highlights

(02:00) Listener’s Corner

(10:00) Introducing the academic principles of investing

(11:36) Three Cornerstones: Efficient Market Hypothesis, Modern Portfolio Theory, and the 3 Factor Theory

(19:50) Remove speculation and measure when applying academic principles.

(21:22) MRI for your portfolio – a deep look into the possibilities

(23:17) Volatility can be good – it allows for rebalancing

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/