Archive for August, 2016

MEETING OF THE MINDS

August 26, 2016
On air, as it’s pledge time on Public Television, we are revisiting some of our most popular shows. This week, veteran advisor to financial advisors, Nick Murray believes in the perfect healing power of stocks and that optimism is the only reality. You can watch the episode again here.

NEW THIS WEEK: Two WEALTHTRACK guests, whom we have designated as both Great Investors and Financial Thought Leaders over the years had a spirited discussion at this year’s Morningstar Investment Conference which we are sharing with you during this pledge week on public television.

Rob Arnott, Chairman of Research Affiliates debated Cliff Asness, Chief Investment Officer AQR Capital Management. The conversation covered topics ranging from the efficient market theory to factor investing. Both Arnott and Asness run multiple strategies and funds using factors such as value, size, momentum and profitability. How consistent and effective are these approaches?

That is worth debating.

Read the conversation on Morningstar. (sign up for account to access)

RETIREMENT SECURITY

August 19, 2016
This week we are revisiting a recent program on a popular topic – guaranteed income for life! Retirement experts Kim Lankford of Kiplinger’s and New York Life’s Christopher Blunt discuss strategies to avoid outliving your nest egg. You can watch that episode again here.

There is a growing retirement crisis in this country. An estimated 10,000 baby boomers a day are retiring and many of them are woefully unprepared to support themselves in retirement. Social Security, a primary source of retirement income for a majority of senior citizens is on shaky financial footing. The program is now projected to spend more than it earns by the end of the decade and unless significant changes are made will be depleted by 2034.
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RETIREMENT SECURITY

August 18, 2016

There is a growing retirement crisis in this country. An estimated 10,000 baby boomers a day are retiring and many of them are woefully unprepared to support themselves in retirement. Social Security, a primary source of retirement income for a majority of senior citizens is on shaky financial footing. The program is now projected to spend more than it earns by the end of the decade and unless significant changes are made will be depleted by 2034.

Ellis: Index Revolution

August 12, 2016

This page is here for technical reasons. Please click here for the episode page.

ELLIS: INDEX REVOLUTION

August 12, 2016

An exclusive interview with Financial Thought Leader, consultant and author Charles Ellis on why investing in low cost, passive index funds, not actively managed ones is the best choice for most individual investors.
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