Our guest on the podcast today is Adam Grossman. Adam’s the founder of Mayport, a fixed-fee wealth management firm. He’s also a regular contributor to Humble Dollar, the website founded by late financial writer Jonathan Clements. Before founding Mayport, Adam worked as an investment advisor or analyst at several firms, including Middleton & Company, Ballentine Partners, and MFS Investment Management. He also founded About Face Software, a social networking software firm. Adam received his undergraduate degree from Williams College and his MBA from MIT Sloan School of Management, and he’s also a CFA charterholder.

Episode Highlights

Writing for Humble Dollar and Jonathan Clements (00:01:16)
How Flat‑Fee Advice Beats AUM Pricing (00:05:15)
Helping Investors Stay Calm in Market Stress (00:10:29)
Simple Stock/Bond Portfolios Still Work (00:17:30)
How to Protect Your Portfolio Before Retirement (00:22:58)
Social Security Timing: Math Versus Emotions (00:27:20)
How AI Is Changing Financial Advice (00:34:19)

More From The Long View

Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’

Jim O’Shaughnessy: Investing Lessons From a Lifelong Learner

Harry Margolis: How to Confront Aging Challenges Head-On

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Adam Grossman: Asset Allocation Is an Investor’s Best Defense

The Long View

Adam Grossman: Asset Allocation Is an Investor’s Best Defense