Nick Lacy on The Kevin Simpson Show скачать в хорошем качестве

Nick Lacy on The Kevin Simpson Show

On this episode of The Kevin Simpson Show, Nick Lacy, CFA® of Raymond James comes on to discuss the challenges and opportunities in portfolio construction for financial advisors today. Chapters 0:00 Start 1:42 Nick Lacy On What Should Advisors Do With Retirement Assets* (3.07) 3:17 Kevin On The Risk Of The 60/40 Portfolio 4:30 Why Higher Equity Allocations May Be Need* (6.12) 7:21 Nick Lacy On Why Dividend Income Is Needed For People Withdrawing Money* (7.48) 8:09 Nick Lacy On How To Mitigate Sequence Of Returns Risk* (9.21) 9:36 Kevin Simpson On The Challenges For Advisors Today 11:29 Why The '4% Rule' Is A Bad Idea* (13.18) 13:38 How Covered Calls Help When You Need It The Most 16:30 Nick Lacy On The Raymond James Freedom Models 21:31 Nick Lacy On Why Inflation Is Not A Problem* (22.28) 23:17 How Nick Lacy Looks At Portfolio Construction Today*(25.04) 25:11 How The CWP Process As Evolved Learn more about the Raymond James Freedom Models: http://www.rjfreedom.com/portfolios.asp About Nick Lacy Nicholas is chief portfolio strategist for Asset Management Services (AMS) at Raymond James, and oversees a team of research analysts who, among other activities, are responsible for setting the asset allocation policy for an AMS discretionary account (Freedom), Raymond James recommended models, and the UMA platform. He is also a voting member of the AMS Investment Committee, which is the decision-making body for AMS products such as Freedom and Separately Managed Accounts. Nicholas is also a member of the Raymond James Investment Strategy Committee, which drives the firm allocation recommendations. He joined Raymond James in 2006 as a Fixed Income Due Diligence officer and has approximately 20 years in the industry. Nicholas has a B.S. in finance and B.A. in political science from the University of South Florida and an MBA from the University of Tampa. He earned his Chartered Financial Analyst charter in 2005 and is a member of the CFA Institute, Investment Management Consultants Association and Financial Analysts of Tampa Bay. He spent 10 years at T. Rowe Price and a year with National Planning Holdings, a subsidiary of Jackson National Life, before joining Raymond James. Follow Kevin Simpson & Capital Wealth: --Twitter:   / coveredcalls​​   --LinkedIn:   / kevinsimp...​   --LinkedIn:   / capi...​   Learn more about Capital Wealth Planning by visiting: https://capitalwealthplanning.com​ Disclosures: https://capitalwealthplanning.com/soc... AP 4/22/21 Episode 4