Tag: Risk Management

Examining The Financial Impacts of a Trump Presidency – Part 2 (Ep. 30)

Examining The Financial Impacts of a Trump Presidency – Part 2 (Ep. 30)

Do political changes redefine financial strategies, or do fundamentals remain king?

This episode of Red Carpet Retirement delves into the potential impacts of Trump’s policies on investments, taxes, and the economy.

Adam Scott discusses tax cuts, corporate profits, interest rates, and their influence on the national deficit. He also emphasizes separating political views from portfolio decisions and focuses on sustainable financial strategies.

Key takeaways include: 

  • The implications of extending the Tax Cuts and Jobs Act and its effect on individual and corporate tax rates
  • The role of the federal deficit and potential challenges of rising interest rates on national debt management
  • How deregulation policies could influence corporate profitability and stock market performance
  • Investment opportunities in sectors such as cryptocurrency, energy, and bonds in light of economic shifts
  • The importance of focusing on investment fundamentals rather than letting political biases influence financial decisions
  • And more!

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Don’t Be Fooled By This Dirty Little Secret (Ep. 15)

Don’t Be Fooled By This Dirty Little Secret (Ep. 15)

When it comes to financial advisory, finding the right balance between innovation and caution is crucial. 

With the rise of data and technology, risk analysis software has become a popular tool for guiding investment strategies.

But should we rely on this software? What are the risks of doing so?

In this episode, Adam Scott explores the world of risk analysis software in the financial advisory industry. He uncovers the misuse of the software by some advisors who manipulate them to present past performance and cherry-pick investments, emphasizing the importance of combining it with wisdom and knowledge.

Adam discusses: 

  • The frustrations and limitations of risk analysis software used in investment strategies
  • How advisors can cherry-pick investments using risk analysis software to show better returns and lower risk to potential clients
  • A clear example of how the risk analysis software can provide misleading information, missing important market events
  • How stress tests can be used to compare portfolio performance during the financial crisis and other events
  • The story of Long-Term Capital, a hedge fund that relied on mathematical models and efficient market theory but ultimately failed
  • And more!

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