Tag: Market Volatility

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Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

Episode 50 – Five Investing Paradoxes Impacting Nonprofits and Endowments

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Did you know economic stability can lead to instability? Is it possible to spend less today in order to spend more later?

Investors encounter such paradoxes regularly, which can be deeply damaging to nonprofits and endowments.

In this episode, Bob DiMeo and Devon Francis discuss five major investing paradoxes you must keep in mind, especially during times of market volatility and economic uncertainty.

You will learn:

  • How to overcome the “complacency challenge” and achieve long-term stability
  • Why major changes in your spending policies might be required
  • Better strategies for dealing with volatile markets than “timing the market”
  • The dangers of extrapolation in the endowment investing world
  • And more!

Tune in to learn how to tackle market volatility with confidence by understanding five investing paradoxes!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Three Top Financial Challenges Facing the Nonprofit Sector | Business Cycle Dating

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Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

Episode 47 – Second Quarterly Quick Take of 2022: Key Market Updates with Brad Long

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With high inflation, slowing growth, volatile capital markets, and political unrest in Eastern Europe, it’s time for our second Quarterly Quick Take of 2022.

In this episode, Bob DiMeo and Devon Francis speak with Brad Long, CFA®, partner and deputy chief investment officer at Fiducient Advisors. They discuss the current and future outlook for capital markets, the U.S. economy, and international trends.

You will learn:

  • Portfolio positioning under current inflationary pressures
  • Market and economic ripples caused by the actions of the Federal Reserve
  • Why consumer sentiment is low despite high employment rates
  • What investors should be thinking about in the current environment (but aren’t)
  • And more!

Tune in for timely market updates as we enter the second half of 2022!

Resources: Email the Stewards | Fiducient Advisors | Bob DiMeo | Devon Francis | BRAD LONG BIO | Brad Long on LinkedIn | Fiducient Advisors Insights (Research, Blog, and Podcasts)

About Our Guest:

Brad Long joined Fiducient Advisors in 2012. He is chair of the firm’s Investment Committee and a member of the firm’s Discretionary Committee, Research Forum, Capital Markets Team and Mission-Aligned Investing Committee. Prior to joining the firm, Brad worked in various research capacities at Citigroup and Wells Fargo in New York. He received a BA in Finance and Minor in Economics from The University of Colorado and is a CFA® charterholder and member of the CFA Society of Chicago and CFA Institute. Additionally, he is active with Greenhouse Scholars, a nonprofit providing financial and personal support to under-resourced college students. In his free time, Brad loves cooking and spending time with his wife and young sons.

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