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Better Money Decisions

You’ve probably started with great intentions, telling yourself you’ll stash away more for retirement and buy fewer lattes (because some writer said buying lattes is a bad thing). But life happens. It’s not as neat and tidy as the financial experts on TV seem to think. You’ve got a lot going on in your life, and you need more than simplistic, cookie-cutter instructions to keep you on the right financial path. Kate Stalter escorts you to the right path for your money. She talks to experts and "normal" people who have taken the right steps to make better money decisions.
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Now displaying: October, 2018
Oct 9, 2018

Will Rhind joins Kate on the show today to have a candid conversation about commodities. Will is Founder and CEO of GraniteShares, an ETF company. GraniteShares from an idea to a successful start-up garnering the attention of Bain Capital and other well-known ETF investors who support his passion to create products that will change the way people see investing.

Will is a graduate of the University of Bath, in England, with a Bachelor of Arts in French, Russian, Politics and Economics. He has spent 17 years in the ETF industry, which began with iShares. He then transitioned to ETF Securities, and lastly, became the CEO of GLD before founding GraniteShares. Will has worked with both European and US ETF Markets, has a wealth of experience under his belt, and is an entrepreneur working hard to disrupt the financial industry with a start-up that’s gaining success. Listen to today’s episode to find out more!

Show Highlights: 

  • Will discusses how GraniteShares focuses on commodities and high income passthrough securities.
  • Will defines commodities as the most economically significant and most traded commodities in the world. Ie. energy market, agriculture market, metals market and food market.
  • Will further tells us that this works by not investing in commodity companies, but in commodities themselves.
  • Will says these can pair nicely complement to a portfolio.
  • Both COMB and COMG funds pull from a different pool of assets than those of stocks or bonds.
  • The COMB and COMG funds seek to do the same thing, which is to provide commodity exposure at a low cost and tax efficient manner to investors.
  • Will says the main difference between the two funds is that the COMB is a more diversified fund and the COMG has more exposure to oil and energy.
  • To break it down further,  Will says the investment will be 80% in Treasury Bonds,  and the shares/holdings are held in a subsidiary company, which eliminates the K1 at tax time.
  • Will explains the cap of exposure you can get with the COMB fund.
  • Will addressee why, at times, exchange traded funds underform.
  • Will explains how his company fits into various portfolios based on diversification.
  • Longer-term plans vs. shorter-term investing is explained by Will.
  • Will explains how approachable his company is, and encourages investors to reach out to anyone on his team.

Resources: 

www.graniteshares.com

www.facebook.com/bettermoneydecisions

audibletrial.com/bettermoneydecisions

Oct 4, 2018

More often than not, we want to go with whatever investment plan is the newest rage just because it’s a hot topic. What people don’t realize is that just because a strategy is hot right now, doesn’t mean it’s the best option for you. Exchange traded funds are popular right now because of their convenience, and while it doesn’t mean it’s the right strategy for you, it’s good to familiarize yourself with different investment techniques.

In this episode, Kevin Quigg, the Chief Strategist at Exponential ETF’s and host of Exponential ETF’s Podcast, talks about a unique system developed at his firm and how it fits in a strategy with your general investments. Today, our focus is on the American Customer Satisfaction Investable Fund, which is an EFT.

Tune into this episode of Better Money Decisions with Kate Stalter to enhance your investment knowledge. 

Show Highlights: 

  • The core of the investment thesis 
  • The relationship between customer satisfaction and security performance 
  • Creating an index 
  • How a portfolio turnover happens 
  • Utilizing data 
  • Satisfaction in action 
  • Sector weightings 
  • Consumer discretionary market place and market share 
  • How investors should view the potential performance of specialty ETF’s 
  • Risk and return rates 
  • How to balance funds 
  • Getting exposure or complimenting your company 
  • Large cap domestic growth 
  • Utilizing different processes 
  • Enhancing customer experience 
  • Adapting to provided services 
  • Creating data that makes informed decisions 
  • Hedge funds 

 

Resources: 

https://exponentialetfs.com/ 

www.facebook.com/bettermoneydecisions 

audibletrial.com/bettermoneydecisions 

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