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HARTNETT: TRANSFORMING WORLD THEMES TRANSCRIPT

October 23, 2015

CONSUELO MACK: This week on WEALTHTRACK, mapping the world’s changing landscape. In an exclusive interview, Bank of America Merrill Lynch’s Global Chief Investment Strategist Michael Hartnett explains the themes that are transforming the globe and how to invest in them, next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. We pride ourselves on thinking long term on WEALTHTRACK. The reality is financial planning is a lifelong exercise and our portfolios have to last a lifetime. Consequently our guests are chosen for their track records of investment success over many years if not decades.

PREMIUM: HARTNETT

October 22, 2015

Transforming World Themes

Interest rates are at 5,000 year lows. We are in the midst of the longest deflationary expansion on record and by 2050, for the first time in human history, the world’s senior population will outnumber children. These are just a few of the transformational trends recently identified by Financial Thought Leader Michael Hartnett and his team at Bank of America Merrill Lynch Global Research. In an exclusive interview Hartnett explains what they mean for the global economy and investors.

BICKFORD: EMPOWERING WOMEN FINANCIALLY TRANSCRIPT

October 16, 2015

CONSUELO MACK: What’s holding women back from taking charge of their financial future? Jewelle Bickford of Evercore Wealth Management explains the steps she takes to financially empower her women clients next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Since we launched WEALTHTRACK in 2005 our mission has been to help our audience build financial security to last a lifetime. It’s a gender neutral goal. However our surveys show that the majority of our viewers are men, which is why we started our series WEALTHTRACK Women a few years ago, to specifically reach

PREMIUM: BICKFORD

October 14, 2015

Empowering Women Financially

Women live longer than men, typically earn less over a lifetime and can expect to be solely responsible for their finances in their later years, yet many are uncomfortable doing so. What are the best strategies for women to overcome these challenges and fulfill their priorities? Evercore Wealth Management’s Jewelle Bickford explains how she empowers women clients to take charge of their financial futures.

TRENNERT: UNAPPRECIATED BULL MARKET TRANSCRIPT

October 9, 2015

CONSUELO MACK: This week on WEALTHTRACK, Financial Thought Leader Jason Trennert and his team at Strategas Reserch Partners mix investment formulas to profit by including TINA, the Thrifty Fifty and the New Sovereigns. What he is cooking up now is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Despite the fact that we have had an almost uninterrupted bull market for the last six years investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Since the March 2009 market bottom bond mutual funds and ETFs have experienced net

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