Guests

CHARITABLE GIVING HIT AN ALL-TIME HIGH.  HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?

June 23, 2017

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.
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WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH

June 16, 2017

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.

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HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE

May 26, 2017

The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management.
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KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?

May 26, 2017

ACTIVE ADVANTAGE BONDS?

Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage.  Find out more here.
Watch the related WEALTHTRACK episode.

TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.

May 19, 2017

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.

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