Tag: Charles Ellis

CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS

May 3, 2013

An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest, and has applied his 50 plus year of experience in his new book,  What it Takes :  Seven Secrets of Success from the World’s Greatest Professional Firms.

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Andrew Lo: How Do You Cope With Increasingly Complex Markets?

January 25, 2013

The sea change in the markets. Financial Thought Leader, Andrew Lo, renowned professor of finance at MIT and hedge fund manager says the markets are more complex and challenging than ever before. He shares strategies to survive and prosper. Continue Reading »

Michael Mauboussin: Investment Success Which Matters Most? Luck or Skill

December 7, 2012

Luck versus skill in investing! How much does each matter to investment success? Our guest this week, Financial Thought Leader Michael Mauboussin has written a new book on the topic. Titled The Success Equation: Untangling Skill and Luck In Business, Sports and Investing, its conclusions might surprise you. Continue Reading »

Charles Ellis & Mark Cortazzo Transcript 8/10/12 #907

August 10, 2012

WEALTHTRACK Transcript #907- 8/10/12 CONSUELO MACK:  This week on WEALTHTRACK, legendary Financial Thought Leader Charles Ellis and award winning financial advisor Mark Cortazzo show us how to cut sky high investment fees to save money and grow our nest eggs over time. Controlling your investment costs is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your

Charles Ellis & Mark Cortazzo

August 10, 2012

The Myths About Investment Management Fees

How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your investments? How much do they really take away from your portfolio and its performance over the years? According to a ground breaking article by legendary financial consultant and WEALTHTRACK guest Charles Ellis, “investment management fees are much higher than you think.”
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