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PREMIUM: WALLACK

April 26, 2017

CONTRARIAN APPROACH

A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.

PREMIUM: FRANKLIN & VOTAVA

April 19, 2017

MONEY SAVING ADVICE

How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava.

PREMIUM: HOUGAN

April 12, 2017

ETF DOMINANCE?

ETF expert Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money.

PREMIUM: MILLER

April 6, 2017

INDEPENDENT INVESTOR

Legendary investor Bill Miller has always been an independent thinker and investor with a 100% “active share” in his funds, as different from any benchmark index as you can be. He is also now his own boss, having recently purchased 100% of his fund business from his long time employer Legg Mason and establishing his own investment advisory firm, Miller Value Partners. His two funds now bear his name and carry on his contrarian tradition of concentrated holdings in largely unloved stocks. His flagship Miller Opportunity Trust was the number one U.S. stock fund for the five year period ended in 2016. In a rare interview Miller gives his rationale for some of his most controversial holdings, including Valeant Pharmaceuticals.

PREMIUM: EARHART & HOPKINS

March 29, 2017

PERSONAL RETIREMENT PAYCHECK

Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement.

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