Why The Markets Work: An Introduction to Investment Theory

Hosted by Bob French, CFA

For most of us, our investment portfolio represents a very significant portion of the assets in our retirement income plan. Investing well is critically important to our retirement. There is an underlying logic to the financial markets – albeit mixed in with a heaping helping of short term randomness – and understanding this logic is crucial to constructing an investment portfolio that will help you reach your retirement goals.

Full Access only $99

Workshop Instructor

In this workshop Bob will detail:

  • What the financial markets are, and why they exist
  • Understanding Investment Statistics (including Net Present Value) – the language of finance
  • The Fundamental Risk and Return Relationships in the Financial Markets – and how to understand them
  • What the Efficient Market Hypothesis actually means (and what it doesn’t mean)
  • How to use your deep understanding of the logic of finance to improve your investment portfolio

Full Access only $99

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Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
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Frequently Asked Questions

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Bob is responsible for McLean’s investment strategy. In this role, he ensures that McLean stays at the cutting edge of financial innovation, and helps clients understand how to make the most of their investments within the broader framework of their retirement income plan.

Bob grew up around finance, and he started his career with Dimensional Fund Advisors. While there, he oversaw a data analysis program for financial advisors and helped them think through how to use data to illustrate their client discussions – including when not to use the numbers and focus on the intuition behind the numbers. Following Dimensional Fund Advisors, Bob joined inStream Solutions to help them develop one of the most complete financial planning analytics tools on the market.

Bob joined the McLean team to continue working to understand how investments fit in the broader retirement income paradigm, and to have a chance to work directly with clients to help them develop a more complete understanding of how everything fits together.

Bob grew up in Hanover, NH, and now lives in Portland, ME with his wife and two daughters.

Education

  • B.A. Government, Connecticut College

Professional Affiliations & Designations

  • Chartered Financial Analyst (CFA)

Total Return

How to Create Your Retirement Income Plan

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Ongoing Investment Management Main Page

Why The Markets Work Main Page

Risk Wrap

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

Time Segmentation

How to Create Your Retirement Income Plan

Designing and Implementing Your Bond Ladder Main Page

Understanding and Using Time Segmentation Strategies Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Managing Inflation In Your Retirement Income Plan

Income Protection

How to Create Your Retirement Income Plan

Understanding and Interpreting Annuities and Annuity Contracts Main Page

Annuities and Risk Pooling

Developing a Social Security Claiming Strategy Main Page

Managing Inflation In Your Retirement Income Plan

Creating Your Retirement Plan

How to Create Your Retirement Income Plan

Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

Medicare Decisions and Health Expenses for Retirees 2024

Long-Term Care Planning Main Page

Developing a Social Security Claiming Strategy Main Page

Understanding Retirement Expense Dynamics: Expense Categories and Risks

Living in Retirement

The Vanishing Work – Retirement Threshold

On Your Own in Retirement: Special Considerations for Singles, Divorcees and Widows

Family Dynamics and Your Retirement Plan – At the Intersection of Love and Money

Optimizing Your Other Portfolio: Maximizing Returns from Your New Time Affluence in Retirement

Housing Decisions for Retirement Main Page

Non Financial Side of Retirement Main Page

Health in Retirement

Long-Term Care Planning Main Page

How to Manage the Physical, Behavioral, and Mental Health Risks to Your Retirement

Medicare Decisions and Health Expenses for Retirees 2024

Health Risk in Retirement: How to Think About It and What to Do About It

Investment Deep Dive

Why The Markets Work Main Page

Taming the Factor Zoo – Making Sense of Investment Risk Factors

Designing Your Asset Allocation

Sustainable Spending from Investments Main Page

How Do Bonds Work? Making Sense Of Bond Returns

Understanding and Using ESG Investments

Factor Investing: Research and Practice Main Page

Ongoing Investment Management Main Page

Finding the Right Balance on Rebalancing

Retirement Income Challenge

RIC – DAY 1

RIC – DAY 2

RIC – DAY 3

RIC – DAY 4