Tag: WebExtra

LIPPERT: ON-DEMAND INVESTMENTS

July 28, 2017

ON-DEMAND INVESTMENTS

Michael Lippert and the team at Baron Capital look for high growth companies leading disruptive change or generational shifts. He explains how his children are living in the future he is investing in.

Watch the related WEALTHTRACK episode.

BELLOWS & SMITH: BOND INDEX SKEPTICS

July 21, 2017

BOND INDEX SKEPTICS

Indexing is all the rage in stock markets but it hasn’t had the same penetration in fixed income markets, at least not yet. Not surprisingly active managers, John Bellows and Stephen Smith believe passive index investing doesn’t make sense in the bond world.

Watch the related WEALTHTRACK episode.

RUSSO: LASTING PHILANTHROPY

July 14, 2017

LASTING PHILANTHROPY

At the end of each year, Portfolio Manager Tom Russo sends a Season’s Greetings letter to his investors describing one charity he has chosen to support on
behalf of his investors.  It’s a gift that doesn’t end with the holiday season.
This year’s gift was to African Parks.

Watch the related WEALTHTRACK episode.

MALKIEL: INVESTMENT CLASSIC

July 7, 2017

INVESTMENT CLASSIC

Financial thought leader Burton Malkiel has witnessed several booms and busts and numerous changes on Wall Street since writing his classic A Random Walk Down Wall Street more than 40 years ago, yet he remains as optimistic and enthusiastic as ever about investing.

Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: SUMMER ENERGY

June 30, 2017

SUMMER ENERGY

Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch.

Watch the related WEALTHTRACK episode.

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