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RUSSO: LASTING PHILANTHROPY

July 14, 2017

LASTING PHILANTHROPY

At the end of each year, Portfolio Manager Tom Russo sends a Season’s Greetings letter to his investors describing one charity he has chosen to support on
behalf of his investors.  It’s a gift that doesn’t end with the holiday season.
This year’s gift was to African Parks.

Watch the related WEALTHTRACK episode.

MALKIEL: INVESTMENT CLASSIC

July 7, 2017

INVESTMENT CLASSIC

Financial thought leader Burton Malkiel has witnessed several booms and busts and numerous changes on Wall Street since writing his classic A Random Walk Down Wall Street more than 40 years ago, yet he remains as optimistic and enthusiastic as ever about investing.

Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: SUMMER ENERGY

June 30, 2017

SUMMER ENERGY

Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.

Watch the related WEALTHTRACK episode.

NORLEY & DI RE: CHARITABLE DIFFERENCE

June 23, 2017

NORLEY: CHARITABLE DIFFERENCE

Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition.

DI RE: PERSONAL ADVICE

EY’s Elda Di Re advises ultra- high net worth individuals, such as Forbes 400 executives, on their total financial planning including tax and charitable strategies. She gladly made the switch from CPA to an advisor to billionaires.

Watch the related WEALTHTRACK episode.

ROGERS: TECH BOYCOTT

June 16, 2017

TECH BOYCOTT

Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never used email at work and never operated a computer.

Watch the related WEALTHTRACK episode.

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