RECENT PROGRAMS

COOPER & EADES: ENERGY OPPORTUNITIES

May 15, 2015

One of the biggest financial stories of the past year was the dramatic decline in oil prices and every asset class connected to them. The drop did more than send prices of energy stocks and bonds tumbling. It also splintered OPEC. Energy analysts Gib Cooper and Chris Eades explain the positives for investors. Continue Reading »

ASNESS: SMART APPROACHES

May 8, 2015

According to this week’s guest, both stocks and bonds are more expensive now than they have been in 90% of market history. How do you invest if both markets are historically expensive? On this week’s WEALTHTRACK, AQR Capital’s Great Investor and Financial Thought Leader Cliff Asness describes some smart approaches. Continue Reading »

ROBERTS: UNCONSTRAINED FLEXIBILITY

May 1, 2015

Seeking higher returns and protection against an eventual rise in interest rates, investors have been turning to non-traditional “unconstrained” bond funds. According to Morningstar, nontraditional bond fund assets have more than doubled to a record $151.5 billion last year, from $62.5 billion in 2011.
On this week’s WEALTHTRACK, an exclusive interview with an award winning portfolio manager who is an expert in this field.  Dan Roberts of the five star rated MainStay Unconstrained Bond Fund explains why investment flexibility is so critical in today’s complex markets. Continue Reading »

VOTAVA: MAXIMIZING MEDICARE

April 24, 2015

It’s estimated that 95% of seniors are paying too much for Medicare coverage.  Today, men and women who retire at 65 can anticipate living another 25, 30 or even 40 years – all of those years receiving Medicare benefits and contributing to them.  On this week’s WEALTHTRACK, healthcare expert Katy Votava, president of Goodcare.com and author of Making the Most of Medicare explains what you need to know to maximize those benefits and avoid overpaying. Continue Reading »

ROLLEY: NEW BOND ERA

April 17, 2015

In an era of negative bond yields, it has rarely been more challenging to make money in the world’s fixed income markets. On this week’s WEALTHTRACK, veteran Portfolio Manager, David Rolley of the Loomis Sayles Global Bond fund explains how he and his team are both protecting their portfolios and seeking outsized returns in some out of the way places. Continue Reading »

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