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PREMIUM: JASON ZWEIG

August 1, 20130 Comments

A Discussion With A Wall Street Journal Columnist

“There’s no doubt that the pursuit of yield is bordering on a mania” says Jason Zweig, The Wall Street Journal‘s Personal Finance Columnist. Don’t miss Consuelo’s discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks.

New this week: PREMIUM subscribers can contribute to the discussion below.

PREMIUM: KIM LANKFORD & MARY BETH FRANKLIN

July 25, 2013

The New Retirement Conversation

What is the next big thing in investing?  Think baby boomers and their retirement: 71 million Americans born between 1946 and 1954 will switch gears from the accumulation phase of their investing lives to the distribution phase to fund their retirement.  What is their biggest need? Income to last a lifetime. With the demise of the defined benefit plan or old fashioned pension fund, where are they going to find that holy grail? 

PREMIUM: DAVID WINTERS

July 18, 20130 Comments

First Class Merchandise at Bargain Prices!

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category.

PREMIUM: DAN FUSS & RICHARD BERNSTEIN

July 11, 20130 Comments

A NEW INVESTMENT ERA!

As 30-plus years of falling interest rates wind down, what are the new rules of investing? Loomis Sayles’ legendary bond fund manager Dan Fuss and top-ranked strategist, turned portfolio manager, Richard Bernstein provide their contrarian answers this weekend on CONSUELO MACK WEALTHTRACK.

PREMIUM: WOMEN, INVESTING AND RETIREMENT, PART TWO

July 2, 20131 Comment

Whether you are male or female, everyone worries about running out of retirement savings.  Women worry about becoming bag ladies in their old age and men focus too much on performance numbers, which isn’t always the best way to plan for the future.  Our two guests on WEALTHTRACK this week, Mary Beth Franklin, part of our WEALTHTRACK brain trust and a contributing editor for InvestmentNews, and Erin Botsford, founder and CEO of the Botsford Group, will answer a lot of questions about retirement and why women are so different from men in their approach in planning for the so-called “Golden Years”.

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