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Premium: Look Back at 2012

December 26, 2012

With 2012 drawing to a close, we are taking a look back at this year’s five most popular episodes for this week’s WEALTHTRACK PREMIUM. Not surprisingly, our top five interviews include value investors such as the Yacktman Fund’s Don Yacktman, First Eagle Global’s Matt McLennan and a rare interview with Fairholme Fund’s Bruce Berkowitz. With […]


December 21, 2012

“Everyone I know who has read it has been mesmerized. And as Mae West used to say, goodness had nothing to do with it!” “Another much mentioned favorite among investment pros is The Signal and the Noise by Nate Silver, a now famous political analyst who tackles the art of prediction and his thoughtful approach […]

David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds

December 21, 2012

Two global investors, both with excellent track records- one in stocks, the other in bonds- are our WEALTHTRACK guests this week. Rupal Bhansali is a star global stock manager who is now the Chief Investment Officer of International Equities at Ariel Investments.  David Rolley is co-head of the Global Fixed Income Group at Loomis Sayles and co-portfolio manager of the firm’s flagship Loomis Sayles Global Bond Fund.
They discuss the balancing act between stocks and bonds in their global markets outlook. 


Premium: David Rolley & Rupal Bhansali

December 19, 2012

The Tug of War Between Stocks and Bonds Over the last year the wisdom of stock rejection and bond acceptance has been challenged by the markets. Stocks have had a remarkably good year.  The S&P 500 is up double digits as are the NASDAQ, major European and emerging market indices.  Meanwhile there is huge divergence […]


December 14, 2012

Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready.


Christine Benz: A Financial Pro’s New Year’s Resolution

December 14, 2012

One of our guests this week on WEALTHTRACK, Christine Benz, Director of Personal Finance for is, like the rest of us, looking ahead to making personal improvements with their 2013 New Year’s Resolution.


December 14, 2012

Tax avoidance strategies include: Re-visit municipal bonds Put higher tax investments in tax deferred accounts Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks Watch This Episode

Transcript: Robert Amodeo & Christine Benz 12-14-2012 #925

December 14, 2012

WEALTHTRACK Transcript #925- 12/14/12   CONSUELO MACK: This week on WEALTHTRACK, the tax man cometh and he will be taking more from investors next year. How can you defend yourself? Western Asset Management’s high performing municipal bond manager Rob Amodeo and Morningstar’s personal finance guru Christine Benz share tax protection strategies next on Consuelo Mack […]

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