Archive for June, 2013

WOMEN, INVESTING AND RETIREMENT, PART ONE

June 28, 2013

American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.

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Women, Investing & Retirement, Part 1 Transcript 6/28/2013 #1001

June 28, 2013

CONSUELO MACK:  This week on WealthTrack, the right path to a secure retirement. Why women’s financial needs and priorities call for a different route than men’s. Two knowledgeable financial advisors, GenSpring’s Jewelle Bickford and Morgan Stanley’s Ami Forte, show us the way next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week we are starting a series on women and investing. Why is this such a critical topic? Because increasingly women are where the wealth is and, unfortunately, most women aren’t taking ownership of their financial power. Remember the last season of Downton Abbey when Lord Grantham lost Lady Grantham’s inheritance, which had kept the estate and family going? We don’t want this to happen to you!

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THINK LIKE A WOMAN!

June 26, 2013

THINK LIKE A WOMAN!

  • Schedule a visit with your financial advisor
  • Discuss how portfolio reflects your long-term lifestyle needs and personal values

ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

June 22, 2013

Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Continue Reading »

SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:

June 22, 2013

SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE: LOW COSTS AND TOP TALENT

SIMPLE ARITHMETIC

  • The lower the cost of your investments the more you keep

TALENT MATTERS FOR ACTIVE MANAGERS

  • Bogle’S 4 P’s
  • People
  • Philosophy
  • Portfolio
  • Performance

 

 

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