Charles Ellis

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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ELLIS: GLOBAL PERSPECTIVE

August 12, 2016

GLOBAL PERSPECTIVE

Legendary financial thought leader Charles Ellis has traveled all over the world in his role as investment consultant to firms, governments and institutions in his fifty plus year career. It’s an experience that has significantly influenced his professional and personal perspective.

Watch the related WEALTHTRACK episode.

ELLIS: RETIREMENT RESPONSIBILITY

January 23, 2015

Charles Ellis is a legend in the investment field for several reasons. He was the founder and longtime head of top international investment consulting firm, Greenwich Associates. He has advised both for profit and not for profit institutions including corporations, universities, pension funds and governments, as well as high net worth individuals on their investment strategies and choices. He has taught at both Harvard’s and Yale’s business schools, served on numerous boards and authored 16 books including the investment classic, Winning the Loser’s Game.
I asked Ellis why he chose his latest project, tackling the nation’s retirement crisis by co-authoring Falling Short: The Coming Retirement Crisis and What to Do About It.

Watch the related WEALTHTRACK episode.

ELLIS: FIXING THE RETIREMENT CRISIS

January 23, 2015

The good news is that Americans are living longer and spending more years in retirement than ever before. However, funding retirement is a fast approaching crisis. On this week’s WEALTHTRACK we have an exclusive interview with Financial Thought Leader and legendary investment consultant, Charles Ellis, who tackles America’s greatest domestic financial challenge in a new book, Falling Short: The Coming Retirement Crisis and What To Do About It. Continue Reading »

ELLIS’ SECRETS TO INVESTMENT SUCCESS

August 9, 2013
During second week of pledge campaigns on public television, WEALTHTRACK is revisiting one of our most informative programs. Charles Ellis discusses what to look for in the firms you place  your trust in. Watch it again.
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