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ROBERT ARNOTT: Celestial Chase

April 11, 2014

ROBERT ARNOTT: Celestial Chase

What does Financial Thought Leader and portfolio manager Arnott do to unwind from his intensive schedule of research, investing and financial innovation? He describes his “geeky hobby.”

Watch the related WEALTHTRACK Episode.

David Winters: Sweet Dreams

March 28, 2014

David Winters: Sweet Dreams

Most of our Great Investors live and breathe investing, but David Winters takes it one step further he sometimes dreams about companies he is investing in! Right now, one company in particular is putting a smile on his face.

Watch the related WEALTHTRACK Episode.

ED PERKS: INVESTMENT KICKS?

March 21, 2014

Ed Perks: Investment Kicks?

Running the $90 billion Franklin Income Fund means carrying on a 65 year old tradition with a very specific mandate. Does Portfolio Manager Ed Perks feel the need to do anything different, for kicks, with his personal portfolio?

Watch the related WEALTHTRACK Episode.

DAVID NADEL: ROYCE REDISCOVERS INDIA

March 14, 2014
For our TV viewers, this weekend is the last of public television’s current pledge campaigns and WEALTHTRACK is revisiting our Fed Centennial special with James Grant and Richard Sylla.

When you think small cap investing India is probably not the first country that comes to mind. But the small cap pioneers at the Royce Funds feel differently. David Nadel, who is their Director of International Research and runs several Royce Funds explains the lure of India. Continue Reading »

GREGG FISHER: PORTFOLIO WITHDRAWAL

March 7, 2014
In the second week of public television pledge drives, WEALTHTRACK is revisiting a topic that is always of interest: Overseas opportunities in global real estate.  Jason Wolf of Third Avenue Real Estate Value Fund and  Gregg Fisher, Founder and Chief Investment Officer of Gerstein Fisher, have different approaches to real estate investing but agree a vast majority of individual investors are missing out on a huge investment opportunity.Watch the episode here.

One of the biggest questions retirees have is how much money they can afford to take out of their next egg every year without running out.
Gerstein Fisher, the financial advisory firm of WEALTHTRACK guest, Gregg Fisher recently did some research on that question, especially the widely recommended 4% annual withdrawal rate. They agreed to share it with our audience. Continue Reading »

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