- POSSIBLE SAFE HARBORS
August 15, 2014
WEALTHTRACK is pre-empted on many public television stations this week because of summer fund raising drives, if it is pre-empted in your town, you can see it here. However, we are still keeping our eye on the rising geopolitical tensions around the world and their possible impact on financial markets. Strategas Research Partners recently sent its clients a list of investments which should benefit during times of uncertainty.
- RETIREES ON TRACK
August 8, 2014
New this week, we are sharing some interesting research on retirement savings. It’s from a recent T. Rowe Price survey which found that recent retirees with 401 (k)s feel on track meeting their financial goals. Some of their key findings are that retirees are living on less – on average, around 66% of their pre-retirement income. However, nearly 60% report that are living as well or better than when they were working. Almost 90% are reasonably satisfied with retirement so far and most think that are better off compared with how their parents fared in retirement.
- TRENNERT: THERE IS NO ALTERNATIVE
August 1, 2014
How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain.
- WILBY & SARGEN: GLOBAL DANGERS
July 25, 2014
How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. Two veteran global investors, private investor William Wilby, formerly of number one ranked Oppenheimer Global Fund and Fort Washington Investment Advisors’ Chief Economist and Senior Investment Advisor Nicholas Sargen share their perspective and strategies.
- ROBERT DOLL: MARKET ORACLE
July 18, 2014
This week’s WEALTHTRACK guest has made a name for himself with his annual predictions and with his proven investment skill. Bob Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid.
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