WEALTHTRACK

WEALTHTRACK

By Consuelo Mack
Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its thirteenth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about.
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Environmental Impact Investing Is Attracting Dollars & Delivering Results. 2 Experts Share Strategies
  Remember the expression, “Follow the money” from the Deep Throat character in ALL THE PRESIDENT’S MEN? We are following the money for you. We also want to, “Show you the money,” Tom Cruise’s mantra in JERRY MAGUIRE. We can do both with one investment approach. Socially responsible investing, also known as ESG (for Environmental, Social and Governance), sustainable or impact investing. It is attracting massive amounts of investor dollars - follow the money - and is performing as well if not better than non-ESG investments - showing you the money! The latest evidence comes from Morningstar. In its most recent “Sustainable Funds U.S. Landscape Report” Morningstar found that the ESG fund group “attracted record net flows in 2018,” its sixth year of “ever higher annual net flows” while non- ESG U.S. funds “collected less than half their historic annual… average” of the last 10 years. And sustainable funds relative performance remained strong, even in the challenging environment of 2018.  Environmental impact investing is attracting dollars and delivering results. Two experts share their investment strategies. WEALTHTRACK #1544 broadcast on April 19. 2019. More at WEALTHTRACK
25:31
April 19, 2019
Financial Crisis Survival Lessons: Beats Market & Peers Since Bottom (Ariel Fund)
  Patience is usually considered to be a virtue except when it comes to investing. Investors are notoriously impatient when the funds they are in underperform the market for a few years. The magic number seems to be three.  There was an influential study of institutional investors done over a decade ago showing how poor their hiring and firing decisions were.  Institutional investors typically fired a manager after three years of subpar performance and hired a manager after three years of exceptional performance. The only problem was the newly hired funds tended to underperform for the next several years and the fired funds would outperform. Morningstar found that the same pattern holds true with mutual fund investors. Its conclusion: “Think twice before you ditch that laggard fund in your portfolio.” This week’s guest hails from a firm where patience is still considered a virtue and whose slogan is “Slow and Steady Wins the Race” with a tortoise as its logo. He is Charles Bobrinskoy, Vice Chairman and Head of the Investment Group at Ariel Investments where he manages their focused value strategy and spearheads its thought leadership efforts. WEALTHTRACK #1543 broadcast on April 12, 2019.
25:34
April 12, 2019
2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains
 Great value investor Joel Greenblatt reveals his two secrets to investment success. He is living proof that active management can still work really well. Greenblatt is Managing Principal and Co-Chief Investment Officer of Gotham Asset Management where he co-manages hedge funds and several hedge fund-like mutual funds utilizing long/short strategies. His behavioral insight that the best investment strategy is one that both makes sense and that you can stick with. The proposition that active management still works can be made on a case by case basis in the highly competitive stock mutual fund business, but it doesn’t hold up in general. In Greenblatt’s opinion: the investment flows to passive will continue, but there is a silver lining to this trend, which he will explain. In an exclusive interview, great value investor Joel Greenblatt reveals his two secrets to investment success. WEALTHTRACK #1542 broadcast on April 05, 2019. More at: www.wealthtrack.com
25:40
April 5, 2019
Treasury Bond Maven Robert Kessler Warns of Recession Ahead & Where to Take Shelter
Yields on government bonds are falling across the globe. The yields on the benchmark 10-year bond in both Germany and Japan are negative for the first time in a couple of years. The European Central Bank, already announced it would hold its short-term rates below zero at least through December.  Here in the U.S., where economic growth is stronger, the Fed reconfirmed that it is on hold. The futures markets, however, are betting on a change in policy toward more easing. The Federal-Funds futures were recently pricing in a 40% chance of one rate cut this year, an expectation several Fed officials were quick to dismiss.  The bond market is signaling possible trouble ahead. For the first time since 2007 long-term interest rates, as measured by the yield on the 10-year Treasury note fell below short-term rates, as measured by the yield on 3-month Treasury bills. Known as an inverted yield curve it is considered to be a reliable indicator of recession.  This week’s WEALTHTRACK exclusive guest has long been warning of subpar economic growth globally and the risks inherent in this recovery. He has spoken about them numerous times on WEALTHTRACK. Back by popular demand is Robert Kessler, Founder, and CEO of Kessler Investment Advisors, a manager of fixed-income portfolios with a specialty in U.S. Treasuries for institutions and high net worth individuals around the globe. Kessler is now telling clients that there is a recession dead ahead but his silver lining is that it provides an unusual investment opportunity. WEALTHTRACK #1541 broadcast March 29, 2019. More at: www.wealthtrack.com
25:21
March 29, 2019
Prescient Economist & Fed Expert Paul McCulley on No Recession Ahead & Fed’s Tightening Done
Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watching now? WEALTHTRACK #1540 broadcast on March 22, 2019. More info at WEALTHTRACK
25:37
March 22, 2019
Building Women’s Financial Health: Award-Winning Wealth Advisor Karen Altfest
Helping women become financially secure is a primary motivation for Karen Altfest. Altfest Personal Wealth Management’s Principal Advisor shares her women-centric approach. WEALTHTRACK #1539 published on March 15, 2019. More WEALTHTRACK WOMEN
17:41
March 15, 2019
The Do-It-Yourself Retirement System Isn’t Working. Retirement Pro Teresa Ghilarducci Has Solutions
 The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Economist and retirement expert Teresa Ghilarducci says the U.S.’ 40-year experiment with do-it-yourself retirement is seriously flawed, but there are ways to fix it.  More info at WEALTHTRACK   WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice from three successful women entrepreneurs including S’well’s Sarah Kauss. Pension expert Teresa Ghilarducci provides timely retirement solutions. Award-winning wealth advisor Karen Altfest explains her women-centric approach. More WEALTHTRACK WOMEN here. While your local public television station holds its fundraising drives on weekends, WEALTHTRACK is focusing on new topics for our podcasts to help you improve your portfolios and finances.
30:07
March 8, 2019
Three Inspiring Women Entrepreneurs Share Their Unusual Routes to Success
 WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice from three successful women entrepreneurs including S’well’s Sarah Kauss. Pension expert Teresa Ghilarducci provides timely retirement solutions. Award-winning wealth advisor Karen Altfest explains her women-centric approach. More WEALTHTRACK WOMEN here: www.wealthtrack.com/women While your local public television station holds its fundraising drives on weekends, WEALTHTRACK is focusing on new topics for our podcasts to help you improve your portfolios and finances. THIS WEEK: Running your own business is the definition of a dream job for increasing numbers of Americans, particularly women. I had the opportunity to interview a panel of women business founders recently at the Women of Leadership Summit hosted by the New York affiliate of ACG, the Association for Corporate Growth. Info at: www.wealthtrack.com
50:41
March 1, 2019
Purpose Matters. Philanthropy and Social Responsibility Experts Describe the New Civic Age
 Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success of business should be measured in terms of more than just its financial performance, and when asked what the primary purpose of businesses should be - 63% more of them said improving society than said generating profit. Younger generations are putting their money where their beliefs are. In its report  “Impact Investing: at a Tipping Point? ” independent public charity, Fidelity Charitable found in its survey of affluent philanthropic individuals that 77% of millennials and 72% of Gen-Xers have made some sort of impact investments, that means in companies deemed socially responsible. Doing good has become a global movement. Philanthropy expert Pamela Norley and Corporate Social Responsibility consultant Toby Usnik describe the new civic age. WEALTHTRACK #1536 broadcast on February 22, 2019.
25:40
February 23, 2019
Invest Where Others Fear to Tread for Income and Appreciation: Eaton Vance’s Kathleen Gaffney
 If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like Pacific Gas and Electric, PG&E for short, the California utility that filed for bankruptcy and bore the physical and legal brunt of the recent devastating California wild fires? Those are fertile ground for contrarian investors, or just traditional value investors who look for opportunities where others fear to tread.   Globe-trotting Eaton Vance bond manager Kathleen Gaffney looks where others are fleeing for higher total returns. WEALTHTRACK #1535 broadcast on February 15, 2018. More at: www.wealthtrack.com
25:38
February 16, 2019
Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity
2019 could be a year for the record books. The economic expansion turns ten this summer, which would make it the longest recovery ever. The bull market reached that milestone in August of 2018 and despite serious fits and starts has continued its run. The S&P clocked in its best January performance since 1987 with an 8% gain. Economic expansion and bull market longevity outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top-rated research team. WEALTHTRACK #1543 broadcast on February 08, 2019. More at WEALTHTRACK
25:45
February 9, 2019
The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV
In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value prices. Learn more at: www.wealthtrack.com/miller-iv-income-strategy  
33:33
February 7, 2019
Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts
Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. WEALTHTRACK #1533 broadcast on February 01, 2019. More info at WEALTHTRACK
25:43
February 2, 2019
Socially responsible investing is booming with 26% of US assets under management. Experts explain
Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Broadcast on January 25, 2019. Details at WEALTHTRACK website.
25:29
January 26, 2019
David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner
5-star manager David Giroux explains why more companies' businesses are at risk. WEALTHTRACK #1531 broadcast on January, 18, 2018. More info at www.wealthtrack.com
25:38
January 19, 2019
Current Market Dynamics and Strategy: An Exclusive Interview With Great Investor Hersh Cohen
 Great Investor Hersh Cohen has been investing for half a century, He shares his perspective on today’s challenging markets.  WEALTHTRACK #1530. Published on January 11, 2019 www.wealthtrack.com
19:31
January 12, 2019
Unlocking China's Undiscovered Treasures With Matthews China Small Companies Fund's, Tiffany Hsiao
Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small Companies fund explains the attraction. WEALTHTRACK #1528 published on December 28, 2018. For more information visit www.wealthtrack.com
47:07
December 29, 2018
2019 Global Outlook: Synchronized Global Slowdown and Peaking Profits. A McLennan & Hyman Exclusive
Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1527 broadcast on December 21, 2018.
25:39
December 22, 2018
U.S. Outlook From Top Economist Ed Hyman & Global Portfolio Manager Matthew McLennan
Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1526 broadcast on December 14, 2018.
25:45
December 15, 2018
Morningstar’s Personal Finance Guru, Christine Benz With an Annual Financial Wellness Checkup
How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup. WEALTHTRACK #1525 broadcast on December 07, 2018.
25:29
December 8, 2018
Dr. Richard Sandor on Financial Futures & Carbon Trading Discusses His “Best Idea Yet”
Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an alternative to LIBOR, the troubled global interest rate benchmark. It’s the American Financial Exchange, an electronic exchange for direct interbank and financial institution lending and borrowing. It’s up and running and he considers it his “best idea yet.” WEALTHTRACK #1524 published on November 30, 2018. Explanation of acronyms used in this episode: LIBOR: the London Interbank Offered Rate U.S. AMERIBOR: a benchmark rate that reflects the actual market-determined cost of borrowing for U.S. financial institutions Federal Reserve’s SOFR (Secured Overnight Financing Rate): a broad measure of the cost of borrowing cash overnight collateralized by Treasury securities. SIFI: Systemically Important Financial Institution INTERCONTINENTAL EXCHANGE INC. (ICE): an American company that builds, operates and advances global financial and commodity markets CHICAGO CLIMATE EXCHANGE (CCX): founded by Richard Sandor in 2003 as a voluntary greenhouse gas (GHG) emission cap and trade scheme located in North America, and acquired by Intercontinental Exchange in 2010 EUROPEAN CLIMATE EXCHANGE (ECX): the leading marketplace for trading carbon dioxide emissions in Europe and internationally TIANJIN CLIMATE EXCHANGE CO, LTD: China’s first carbon market cap-and-trade exchange RGGI. Inc. (Regional Greenhouse Gas Initiative): the first mandatory market based program in the United States to reduce greenhouse gas emissions.
22:10
December 1, 2018
What’s next as the world embraces a legal cannabis industry?
Canada’s legalization of marijuana use is the first major domino to fall as the world accepts a legitimate cannabis industry. History, opportunity, and challenges with David Kretzmann, analyst, and advisor to The Motley Fool’s “Marijuana Masters” and “Marijuana Mavericks”. WEALTHTRACK #1523 published on November 23, 2018.
50:29
November 24, 2018
Blackstone’s Tony James Discusses the Outlook for Private Equity and Other Alternative Investments
In Part Two: The outlook for private equity with financial thought leader Tony James, Executive Vice Chairman, Blackstone. WEALTHTRACK #1522, broadcast on November 16, 2018.
25:49
November 17, 2018
Blackstone’s Executive Vice Chairman Tony James Discusses His Passion for Rescuing Retirement
A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WEALTHTRACK #1521 broadcast on November 9, 2018.
25:47
November 10, 2018
Western Asset Management’s Robert Amodeo Says Munis Can Still Provide a Safe Haven for Investors
Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WEALTHTRACK #1520 broadcast on November 2, 1018.
25:32
November 2, 2018
Could U.S. Trade Tensions With China Actually Create Investment Opportunities There?
An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. WEALTHTRACK #1519 broadcast on October 27, 2018.
25:44
October 26, 2018
Credit Market Maven and Historian James Grant on Why Interest Rates Matter
Why interest rates still matter with influential financial journalist and historian James Grant. WEALTHTRACK #1518 broadcast on October 19, 2018.
25:40
October 19, 2018
Value Investing Under Pressure and the Pressure to Go Passive
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders James Grant and Jason Zweig weigh in. WEALTHTRACK #1517 broadcast on October 12, 2018.
25:27
October 12, 2018
What’s the Biggest Risk in the Markets Today?
Top strategist Richard Bernstein says investors are looking for risk in all the wrong places.  He explains where he believes the biggest risk by far is in the bond market. WEALTHTRACK #1516 broadcast on October 05, 2018.
25:41
October 5, 2018
Exploring Overseas Opportunities With a Top Ranked Fund Manager
5-star fund manager Michael Testorf of ClearBridge International Growth fund makes the contrarian case for overseas growth stocks.  WEALTHTRACK #1515 broadcast on September 28, 2018.
25:14
September 28, 2018
Why Five Star Fund Manager Mary Ellen Stanek Is Proud to Be Boring
5-star fund manager Mary Ellen Stanek explains why she is proud to describe her Baird Core Plus Bond Fund as sleep insurance for investors. WEALTHTRACK #1514 broadcast on September 21, 2018.
25:37
September 22, 2018
Nuveen’s Veteran Chief Equity Strategist Bob Doll Shares His Views on the Markets and Strategy
Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on September 14, 2018.
25:35
September 14, 2018
What Do Top Performing Investors and Recognized Financial Thought Leaders Think About Bitcoin?
Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had an opinion! This week we decided to share a sampling from 17 of our top investors and financial thought leaders. Guests include Jeremy Grantham, Edward Yardeni, Jason Trennert, Joel Greenblatt, John Hathaway, Michael Testorf, Bill Miller, David Nadel, Andy Augenblick, Stuart Lucas, Randy Swan, Mark Cortazzo, Mary Ellen Stanek, David Giroux, David & Tom Gardner, and Bob Doll. WEALTHTRACK #1512 broadcast on September 7, 2018.
25:42
September 8, 2018
A Legendary Value Investor Mixes Passive With Active to Overcome Destructive Investor Behavior
An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active strategies. WEALTHTRACK #1444 broadcast on April 20, 2018.
25:46
April 20, 2018
Are Cryptocurrencies the Next Big Thing? ETF Expert Matt Hougan Explains His Move to Cryptos
Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018.
25:34
April 13, 2018
Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge
What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018.
25:40
April 7, 2018
How David Giroux Delivers Stock Market Performance With Much Less Risk
A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WEALTHTRACK #1441 broadcast on March 20, 2018.
25:49
March 30, 2018
Avoiding the Nightmare of Running Out of Money in Retirement With Top Wealth Advisor, Mark Cortazzo
How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018.
25:38
March 24, 2018
Connor Browne Invested in Google and Facebook From the Beginning. What’s His View of the FAANGs Now?
Thornburg Value Fund’s Connor Browne was an early investor in industry disruptors. Will they continue to innovate and dominate? Browne brings us up to speed. WEALTHTRACK #1439 published on March 16, 2018.
21:10
March 16, 2018
Rich Universe: Investor Chuck Royce Is Finding Numerous Opportunities Overseas in Small Cap Stocks
A rare interview with small cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WEALTHTRACK #1436 broadcast on February 23, 2018.
24:49
March 2, 2018
Financial Smarts: Jonathan Clements’ Tips to Raise Financially Savvy Children
How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Jonathan Clements shares his common sense How toThink About Money approach. WEALTHTRACK #1437 published on March 02, 2018.
22:12
March 2, 2018
Financial Markets Warning: T-Bond Manager Robert Kessler Says Play It Safe, There Is Danger Ahead
A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WEALTHTRACK #1435 broadcast on February 16, 2018.
25:34
February 17, 2018
Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick
Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick. WEALTHTRACK #1434 broadcast on February 09, 2018.
25:29
February 10, 2018
Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain
Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WEALTHTRACK # 1433 broadcast on February 2, 2018.
25:36
February 3, 2018
Riding a Market Melt-Up Then Coping With the Melt-Down With Legendary Investor, Jeremy Grantham
Are we in the final “melt-up” stage of the record breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate. WEALTHTRACK #1432 broadcast on January 26, 2018.
25:19
January 27, 2018
Bill Miller on Investing in Disruptive Technologies including Bitcoin
Miller Value Partners’ Bill Miller holds the record for being the only mutual fund manager to beat the market for 15 years in a row. One way he did it is by investing in new technologies that the Wall Street establishment thought were crazy at the time - Amazon, Google and Facebook among them. His latest “crazy” idea: Bitcoin. WEALTHTRACK #1431 broadcast on January 19, 2018.
25:40
January 20, 2018
Global Growth Accelerating: After a Decade of Subpar Growth Economies Are Picking Up Speed
Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street's #1 economist Ed Hyman and global value manager Matthew McLennan. WEALTHTRACK #1430 broadcast on Jamurary 12, 2018.
24:47
January 13, 2018
#1 Economist Hyman & Leading Value Manager McLennan Discuss Economic Surges & Super Bull Markets
Are we in a rare “super” bull market? In our exclusive annual outlook for the U.S. economy and markets Ed Hyman, Wall Street’s #1 ranked economist for a record 37 years provides answers, with leading value manager Matthew McLennan. WEALTHTRACK #1429 broadcast on January 05, 2018.
25:22
January 6, 2018
Tax Revolution: Essential Tax Advice For Right Now
Tremendous changes are ahead for taxpayers. Award-winning personal finance journalist, Mary Beth Franklin covers the biggest ones, plus provides an update on Social Security. WEALTHTRACK #1428 published on December 29, 2017.
21:51
December 30, 2017
Tax Revolution: Essential Tax Advice For Right Now
Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017.
18:55
December 24, 2017
Bitcoin: Currency of the Future or Investment Mania? Bill Miller’s Transformative Innovation Case
After extensive research on digital currencies, legendary value investor Bill Miller has decided Bitcoin has passed enough tests to potentially reshape the global currency markets. He explains why and describes his investment approach. WEALTHTRACK #1426 published December 13, 2017.
27:26
December 13, 2017
Warning Signs: Elevated Markets & Bitcoin
Financial historian, author and investor, Professor Richard Sylla analyzes the riskiness of today’s record breaking markets and phenomena like Bitcoin. WEALTHTRACK #1425 published on December 8, 2017.
20:28
December 9, 2017
Tax Impact on Giving
Anticipation of tax reform is affecting charitable giving. Consequences, strategies & overcoming barriers.   The latest from Fidelity Charitable’s Pamela Norley. WEALTHTRACK #1424 published on December 01, 2017.
16:40
December 2, 2017
Taxing Consequences. What You Need To Know
It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul effort now with huge implications for many. In an exclusive follow-up discussion with EY's Elda Di Re, we tackle the possible ramifications and actions to consider before year-end. WEALTHTRACK #1423 published November 24, 2017.
19:11
November 26, 2017
Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier
Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WEALTHTRACK #1422 broadcast on November 17. 2017.
25:37
November 18, 2017
Bond Investor Kathleen Gaffney: We Are at an Important Inflection Point With Major Repercussions
Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns. WEALTHTRACK #1421 broadcast on November 10, 2017.
25:22
November 11, 2017
Keys to Investment Success With Dennis Stattman, Co-Founder Blackrock Global Allocation Fund
Great investor Dennis Stattman recently retired from running the award winning BlackRock Global Allocation Fund. He’ll share his investment lessons learned and how to apply them now. WEALTHTRACK #1420 broadcast on November 3, 2017.
26:46
November 4, 2017
Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest
Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time. WEALTHTRACK #1419 broadcast on October 27, 2017.
24:51
October 27, 2017
Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid
With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas. WEALTHTRACK #1417 broadcast on October 13, 2017.
25:06
October 14, 2017
Retirement Experts Address The Rising Costs And How To Conquer Them
Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017
25:38
October 7, 2017
Guggenheim's Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?
Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds. WEALTHTRACK #1415 broadcast on September 29, 2017.
25:19
September 29, 2017
WHERE IN THE WORLD THEY DO YOU FIND COMPOUNDING GROWTH AT VALUE PRICES?
A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world class growth at value prices. WEALTHTRACK #1414 broadcast on September 22, 2017.
25:21
September 22, 2017
What Socially Responsible Investing Really Means & Why It Is In So Much Demand
The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WEALTHTRACK #1413 broadcast on September 15, 2017.
24:30
September 16, 2017
Trennert & Zweig: Market Restructuring
What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WEALTHTRACK #1412 broadcast on September 8, 2017.
24:52
September 8, 2017
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017.
25:04
September 1, 2017
Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy
An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on August 25, 2017
25:03
August 26, 2017
Long Time Baron Opportunity Fund's Portfolio Manager on Where He is Investing for High Growth
Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017.
25:12
July 29, 2017
2 Winning Bond Managers Explain Low Interest Rates & Subdued Inflation Will Keep Recovery on Track
Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRACK #1405 broadcast on July 21, 2017.
25:39
July 21, 2017
Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies
In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WEALTHTRACK #1404 broadcast on July 14, 2017.
25:12
July 14, 2017
Burton Malkiel Wrote "A Random Walk Down Wall Street" In ‘73. Have His Views Changed?
Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street. WEALTHTRACK #1403 broadcast on July 07, 2017.
25:33
July 7, 2017
Investing Where You Don’t Want To Be, With Tocqueville Fund’s Contrarian Manager Robert Kleinschmidt
In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be. WEALTHTRACK #1402 broadcast on June 30, 2017.
24:59
June 30, 2017
Charitable Giving Hit An All-Time High. How Do You Maximize Your Philanthropy And Tax Deductions?
2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record breaking amounts. WEALTHTRACK #1401 broadcast June 23, 2017.
25:19
June 23, 2017
What’s The Formula for Investment Longevity & Success? John Rogers Shares His Approach
Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers. WEALTHTRACK #1352 broadcast on June 16, 2017.
25:08
June 16, 2017
HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE
The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management. WEALTHTRACK #1349 broadcast on May 26, 2017.
25:14
May 27, 2017
TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.
In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run. WEALTHTRACK #1348 broadcast on May 17, 2017.
25:11
May 19, 2017
WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?
Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it. WEALTHTRACK #1347 broadcast on May 12, 2017.
24:58
May 13, 2017
INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS
Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed. WEALTHTRACK #1346 broadcast on May 05, 2016.
26:46
May 6, 2017
Wallack: Contrarian Approach
A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack. WEALTHTRACK #1345 broadcast April 28, 2107.
26:46
April 29, 2017
Franklin & Kotava: Money Saving Advice
How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2017.
25:46
April 21, 2017
IT’S TOTALLY OVER FOR MUTUAL FUNDS! SO SAYS MATT HOUGAN: THE EXODUS INTO ETFS IS ACCELERATING
Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money. WEALTHTRACK #1343 broadcast on April 14, 2016.
26:46
April 14, 2017
A RARE INTERVIEW: CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS
Legendary investor Bill Miller has always been an independent thinker and investor. In a rare interview he gives his rationale for some of his most controversial holdings. WEALTHTRACK #1342 broadcast on April 07, 2017.
26:46
April 7, 2017
Earhart & Hopkins: Personal Retirement Paycheck
Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement. WEALTHTRACK #1341 broadcast on March 31, 2017.
25:53
March 31, 2017
AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING
T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.      WEALTHTRACK #1340 broadcast March 24, 2017.
26:46
March 24, 2017
Roberts: High Risk Market
An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk. WEALTHTRACK #1336 broadcast on February 24, 2017.
26:48
February 25, 2017
Dreifus: Small Treasures
Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus. WEALTHTRACK #1334 broadcast on February 10, 2017.
26:48
February 18, 2017
Hartnett: The Great Roatation
The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors. WEALTHTRACK #1333 broadcast on February 03, 2017.
26:48
February 18, 2017
Langstraat & Welch: Tax-Advantaged Investing
How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch. WEALTHTRACK #1335 broadcast on February 17,2017.
26:48
February 18, 2017
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