Tag: master limited partnerships

MARK FREEMAN – FINDING INCOME WITHOUT TAKING UNDUE RISK – Transcript 11/22/2013 #1022

January 27, 2014

CONSUELO MACK: This week on WealthTrack: Where can you find income in a low yield world without taking on too much risk? Morningstar favorite Mark Freeman of Westwood Income Opportunity Fund shows us where he is finding that illusive income catch, on the next Consuelo Mack WealthTrack.

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  Don’t fight the Fed is a long-held investment maxim because over the years it has frequently worked.  But in recent months it has seemed like a particularly difficult rule to follow because no one has been quite sure

WOMEN, INVESTING AND RETIREMENT, PART ONE

June 28, 2013

American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.

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Women, Investing & Retirement, Part 1 Transcript 6/28/2013 #1001

June 28, 2013

CONSUELO MACK:  This week on WealthTrack, the right path to a secure retirement. Why women’s financial needs and priorities call for a different route than men’s. Two knowledgeable financial advisors, GenSpring’s Jewelle Bickford and Morgan Stanley’s Ami Forte, show us the way next on Consuelo Mack WealthTrack.   Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. This week we are starting a series on women and investing. Why is this such a critical topic? Because increasingly women are where the wealth is and, unfortunately, most women aren’t taking ownership of their financial power. Remember the last season

David Darst Transcript 9/14/12 #912

September 14, 2012

WEALTHTRACK Transcript #912- 9/14/12 CONSUELO MACK: This week on WEALTHTRACK, what will it take to rebuild damaged investor confidence? Financial Thought Leader David Darst, Morgan Stanley’s Chief Investment Strategist, shows us the steps to take to build a stronger and more secure financial house.  David Darst is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK. I’m Consuelo Mack. Is the cult of equity dying, as bond king Bill Gross recently opined in his monthly investment outlook? Gross runs the world’s largest and one of its most successful bond funds, the PIMCO Total Return Fund and

David Darst: Should You Trust the U.S. Financial Markets?

September 14, 2012

Is the cult of equity dying, as bond king Bill Gross recently opined in his monthly investment outlook? Gross runs the world’s largest and one of its most successful bond funds, the PIMCO Total Return Fund and is one of the country’s most influential investors and prognosticators. As Gross’ chart, “Stocks For The Really Long Run” shows, stocks, with their 6.6% annualized inflation adjusted returns, have vastly outperformed bonds and cash over the last one hundred years; a fact chronicled by Wharton professor Jeremy Siegel in his investment classic, Stocks For The Long Run. Gross maintains this track record is unsustainable for a number of reasons, not the least of which is PIMCO’s expectation that the economy will grow at a much slower pace for the foreseeable future.  Under PIMCO’s now famous “new normal” forecast, real GDP should crawl along at 1-2% a year versus the historical average of 3.5% in the post-war era.
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