Archive for November, 2013

MORE FROM BENZ AND KINNEL

November 29, 2013

On public television, WEALTHTRACK is revisiting our episode on Actively Managed Funds vs. Passive Index Funds. You can watch it here.

This week on WEALTHTRACK.com we are offering a special extended interview with Christine Benz and Russel Kinnel, both from Morningstar.

We asked these two members of the WEALTHTRACK Brain Trust to discuss the positive and the negative changes they have seen in the mutual fund industry in the past 20 years.
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PREMIUM: MORE FROM BENZ AND KINNEL

November 28, 20130 Comments
On public television, WEALTHTRACK is revisiting our episode on Actively Managed Funds vs. Passive Index Funds. You can watch it here.

This week on WEALTHTRACK.com we are offering a special extended interview with Christine Benz and Russel Kinnel, both from Morningstar.

We asked these two members of the WEALTHTRACK Brain Trust to discuss the positive and the negative changes they have seen in the mutual fund industry in the past 20 years.

MARK FREEMAN – FINDING INCOME WITHOUT TAKING UNDUE RISK

November 22, 2013

Where can you find income in a world with record low interest rates and paltry bond yields without taking on too much risk? This week’s guest, Mark Freeman, has a proven track record of doing so, which is why his Westwood Income Opportunity Fund is a Morningstar favorite. Continue Reading »

MARK FREEMAN: A CHILDHOOD DREAM

November 22, 2013

How did Mark Freeman first become interested in becoming a money manager? He says it started at a very young age when he first saw Wall  $treet Week with Louis Rukeyser on public television. Although he didn’t understand it he knew he wanted to be one of the guests on that famous couch. Fast forward a couple of decades and here he is on WealthTrack, the successor to Rukeyser’s now legendary weekly show. The WealthTrack team thinks Freeman can check this one off his bucket list!

    

START TAKING SOME MONEY OFF THE MARKET TABLE

November 22, 2013

START TAKING SOME MONEY OFF THE MARKET TABLE

Several WEALTHTRACK Great Investors, like Don Yacktman and Steven Romick, are holding cash.

– They see few undervalued investments

– They own very high quality securities

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