Bob Seawright: 'There Is No Such Thing as a Passive Investor'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 2 November 2021

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

The blogger and chief investment officer for Madison Avenue Securities discusses the importance of purpose and humility in financial decision-making.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York, purchase New York.
0:26.6	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.6	Hi, and welcome to the Longview. I'm Jeff Patak Chief Ratings Officer at Morning Star Research Services.
0:38.2	And I'm Christine Ben's Director of Personal Finance and Retirement Planning for Morning Star.
0:42.7	Our guest this week is Bob C. Wright. Bob is Chief Investment and Information Officer at Madison Avenue Securities, a registered investment advisor and broker-dealer based in San Diego, California.
0:54.1	Bob has received a number of
0:55.3	accolades through the years, but is perhaps best known for his popular newsletter, The Better
0:59.9	Letter, which he writes about a wide range of topics, including human behavior, decision-making,
1:05.1	and investing. Before coming to the finance industry, Bob was a practicing lawyer. He later
1:10.8	joined Merrill Lynch, where he worked as a financial advisor, until joining Madison in 2010.
1:16.6	Bob earned his bachelor's degree from the State University of New York in Fredonia,
1:20.8	his JD from Duke University, and is a CFA charter holder.
1:24.8	Bob, welcome to the Longview.
1:26.9	Thank you very much. I'm honored to be here.
1:29.5	Well, we're honored to have you. Thanks again for doing it. We wanted to start off on,
1:33.5	suppose, a biographical note. We're going to spend a fair amount of time today talking about
1:37.2	your writing and your observations through your weekly email, the better letter, but you're also
1:42.7	the chief investment and chief
	...

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