Tag: premium

PREMIUM: NORLEY & DI RE

June 21, 2017

MAXIMIZING CHARITABLE GIVING

2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts.

PREMIUM: ROGERS

June 14, 2017

SLOW & STEADY CONTRARIAN

Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers.

PREMIUM: INVESTMENT LESSONS

June 8, 2017
During Public Television’s pledge season, we are revisiting some popular recent programs. In this WEALTHTRACK exclusive, T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge. Watch the episode again here.

NEW THIS WEEK:

On Friday June 9th the much debated Fiduciary Rule will take partial effect. As The Wall Street Journal reported, despite President Trump’s calls for a re-evaluation, his Labor Secretary, Alexander Acosta gave the “heart of the rule- a best interest standard of care required of stewards of retirement savings” the green light although the rule remains open to review. Read the article here (requires WSJ Subscription).

PREMIUM: KLINGELHOFER & VENDITTI

May 24, 2017

ACTIVE EDGE

The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management.

PREMIUM: LAZAR

May 17, 2017

EXPANDING ECONOMY

In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run.

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