Tag: alternative investments

DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!

July 19, 2013

Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. Continue Reading »

David Winters Transcript 7/19/2013 #1004

July 19, 2013

CONSUELO MACK: This week on WealthTrack, investing in a global shopping spree. Wintergreen Fund’s Great Investor David Winters looks for bargains among the high end luxury brands favored by the up and coming emerging market consumer. Where is he finding the most valuable jewels? That’s next on Consuelo Mack WealthTrack.   Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. Contrary to popular belief, the grass is not always greener

Harold Evensky: Afraid of Outliving Your Retirement Savings?

April 5, 2013

You are not alone! Recently we learned some distressing news about the state of retirement finances from the acknowledged experts in the field, the Employee Benefit Research Institute.

EBRI, as it is called, released its 23rd annual “Retirement Confidence Survey” which gauges the views and attitudes of both working-age and retired Americans. Even with the economy improving, the state of retirement planning and preparedness has not. The percentage of workers confident about having enough money for a comfortable retirement is essentially unchanged from the record lows of 2011. One of EBRI’s most shocking findings was the lack of even a short-term financial cushion for many. Only 50% of workers and 52% of retirees say they could definitely come up with $2,000 if an unexpected need arose within the next month. Continue Reading »

Back to Top