Welcome to the 9Innings Podcast where we Educate, Empower and Engage.

ON THIS WEEKS PODCAST: Kevin describes why he decided to open his own RIA, and what lead to his move. He also talks about what he discovered after the move was made, and talk some "Fact vs Fiction". Companies will often make you feel as if you cannot live without them, Kevin takes you on his journey and why that "may" not be true. Website: http://www.9icapitalgroup.com

In this podcast episode, Kevin Thompson, founder and CEO of 9i Capital group LLC, digs into the bond market, focusing on "bond vigilantes," interest rates, and the housing market. He clarifies that while the Federal Reserve can influence short-term rates, it has limited control over long-term rates, which are driven by market dynamics. Kevin discusses the impact of higher interest rates on homeownership, noting the challenges potential homeowners face due to elevated mortgage rates and high home prices. The episode aims to educate listeners on these financial topics and provide insights into the broader economic environment.

The Bond Market Overview (00:01:08)

Federal Reserve vs. Long-Term Rates (00:02:25)

The Era of Low Long-Term Rates (00:03:21)

Legacy of Artificially Low Rates (00:04:40)

Current Housing Market Realities (00:06:45)

Key Takeaways (00:09:23)

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Website: http://www.9icapitalgroup.com

In this episode of the 9innings Podcast, host Kevin Thompson, founder and CEO of 9i Capital Group, discusses the fiduciary standard with guest Knute Rostad from the Fiduciary Institute. They explore the implications of a new administration potentially deprioritizing this standard, which mandates that financial advisors act in their clients' best interests. The conversation covers the importance of transparency, the evolution of the financial advisory landscape, and the challenges posed by different business models. Both speakers emphasize the need for ongoing education, ethical practices, and constructive dialogue within the financial advisory community to maintain trust and integrity.

Discussion on the New Administration (00:01:27)

Fiduciary Perspective Defined (00:02:25)

Understanding Client Conflicts (00:05:17)

Creating Factions in Financial Advice (00:09:04)

Historical Context of Fiduciary Standards (00:11:42)

The Current State of Financial Advice (00:12:38)

Critique of Fiduciary Marketing (00:15:29)

Higher Standards of Fiduciary Practice (00:19:50)

Importance of Disclosure in Financial Planning (00:20:40)

Broker-Dealer Challenges (00:22:45).

Limitations of Disclosure (00:23:26)

Misleading Standards (00:25:52)

The Role of the CFP Board (00:30:11)

Closing Remarks on the Fiduciary Standard (00:35:21)

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Linkedin: / kevin-thompson-ricp%c2%ae-cfp%c2%ae-74964428

facebook: / mlb2cfp Buy MLB2CFP

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