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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.

KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?

May 26, 2017

ACTIVE ADVANTAGE BONDS?

Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage.  Find out more here.
Watch the related WEALTHTRACK episode.

LAZAR: NEW, SMARTER CONSUMER?

May 19, 2017

NEW, SMARTER CONSUMER?

Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer?

Watch the related WEALTHTRACK episode.

GARDNER: FINANCIAL AUTOMATION

May 12, 2017

FINANCIAL AUTOMATION

Tom Gardner was a pioneer in offering investment advice online with The Motley Fool.  He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us.   

Watch the related WEALTHTRACK episode.

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