July 3, 2015

As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles. Continue Reading »


June 26, 2015

Investors are abandoning traditional, actively managed mutual funds in favor of “passive” index funds, particularly exchanged traded funds, or ETFs.  Wall Street has taken note and is offering a wide variety of ETFs to attract investment money.  How do you tell the difference between a good ETF and a bad one? When is it better to invest in an ETF? When is a traditional mutual fund the wiser choice? ETF experts Matt Hougan, CEO of, a leading ETF research firm and Matthew Peron, head of Global Equity at giant wealth management firm, Northern Trust provide the answers you need to make the best investment decisions on this tenth season premiere. Continue Reading »


June 19, 2015

Financial Thought Leader Burton Malkiel and online investment advisory service pioneer, Mitch Tuchman explain why they have teamed up at Rebalance IRA to offer retirement portfolios of low cost index funds that automatically rebalance with a human touch. Continue Reading »


June 12, 2015
As it’s the final week of Public Television’s fund-raising drive, this weekend we are revisiting a program about changes in charitable giving. Two heads of leading philanthropies, Jed Bernstein of Lincoln Center and Jack Lund of the YMCA of Greater New York discuss how organizations are adapting to new societal needs and donor demands.

New this week. If perception is nine-tenths of reality then Wall Street has a problem. According to recent polls, just 21% of Americans view Wall Street favorably, while 33% have negative opinions. Are these feelings justified? That is the question we posed in this week’s EXTRA interview.
Our guest is Jason DeSena Trennert, Chairman of Strategas Research Partners and a 27 year Wall Street veteran of both major investment firms and independent ones. He is also the author of the just published MY SIDE OF THE STREET: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don’t Represent the Real Wall Street. Continue Reading »


June 5, 2015
As it’s the pledge fund-raising season on public television, this week we are revisiting a show on an important topic – retirement. 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. This weekend on 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”.

Plus, new this week, research from Morningstar shows that investors are driving fund expenses lower. According to their recent study, 95% of all flows over the past decade have gone into funds in the lowest-cost quintile. Needless to say passive funds have benefited the most. The entire fund industry is paying attention. Over the past five years, 63% of the fund share classes and exchange-traded products in Morningstar’s universe reduced their expense ratios. Only 21% increased their takes. Continue Reading »

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