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HOPKINS: RETIREMENT INCOME PLANNING

March 31, 2017

RETIREMENT INCOME PLANNING
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Professor Jamie Hopkins is considered to be one of the leading experts on retirement income planning in the country. He was one of the creators of the curriculum for the RICP, or Retirement Income Certified Professional designation for financial advisors taught at The American College of Financial Services. How did such a young man get interested in retirement income? It started at an early age.

Watch the related WEALTHTRACK episode.

ROGERS: ACTIVE RETIREMENT

March 24, 2017

ACTIVE RETIREMENT

Great Investor Brian Rogers joined T. Rowe Price in 1982 in his mid-twenties. 35 years later he is retiring from active management of the firm he led as Chairman and Chief Investment Officer. He explains what is behind his decision and how important the next generation of leadership is.

Watch the related WEALTHTRACK episode.

ROBERTS: FULL EMPLOYMENT

February 24, 2017

FULL EMPLOYMENT

Mackay Shields’ award winning fund manager, Dan Roberts told WealthTrack that the Trump economic agenda of tax cuts, infrastructure spending and regulatory roll backs is indeed stimulative but is not going to have as big an impact as the bulls believe. A major reason: the state of the labor participation rate.

Watch the related WEALTHTRACK episode.

BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT

February 17, 2017

BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT

“The best investment any of us can ever make is in the lives of others.”
Bill and Melinda Gates wrote a message worth sharing with WealthTrack viewers in their annual Bill and Melinda Gates Foundation letter. It is the answer to a letter they received from Warren Buffett, their close personal friend and the largest outside donor to their foundation. In 2006 Buffett pledged Berkshire Hathaway stock then worth more than $30 billion to the foundation to be given in 5% annual increments. So far the donations have added up to $17.26 billion. The Gates define the impact.

Watch the related WEALTHTRACK episode.

DREIFUS: SLEEPING COMFORT

February 10, 2017

SLEEPING COMFORT

Great value investor Charlie Dreifus follows an investment rule for himself and recommends the same to others. He calls it: “Investing to your sleeping comfort.”

Watch the related WEALTHTRACK episode.

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