Info

Mastering Money

Mastering Money is hosted by Certified Income Specialistâ„¢ Steve Jurich. Steve's comments have been seen on MarketWatch, CNBC.com, Bloomberg, and TheStreet.com. Steve is joined on most days by Money Radio favorite Sinclair Noe as well as experts and authors from the world of Wall Street and real estate. New episodes published every weekday at 9am PST. Listen every weekday to get a handle on emerging market trends, asset allocation strategies, social security, medicare, RMD planning, tax strategies, estate planning, annuities, life insurance and more!
RSS Feed Subscribe in Apple Podcasts Android App iOS App
2017
November
October
September
August
July
June
May
April
March
February
January


2016
December
November
October
September
August
July
June
May
April
March
February
January


2015
December
November
October
September
August
July
June
May
April
March
February


Categories

All Episodes
Archives
Categories
Now displaying: Page 1

Dec 27, 2016

Some investment advisors like to tout the so-called Endowment Model of investing--mimicking the investment methods of the endowment funds of Harvard, Yale, and other Ivy League schools. Once upon a time it was working. But through 2015, according to data from Harvard, which tracks 812 schools, the average endowment earned only 6.3% a year over the last 10 years before fees, compared with 6.8% for a passive 60%/40% blend of U.S. stocks and bonds. Steve and Sinclair have the Fortune Magazine report on an idea that may appear to be floundering!