Tag: WebExtra

ROGERS: TECH BOYCOTT

June 16, 2017

TECH BOYCOTT

Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never used email at work and never operated a computer.

Watch the related WEALTHTRACK episode.

KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?

May 26, 2017

ACTIVE ADVANTAGE BONDS?

Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage.  Find out more here.
Watch the related WEALTHTRACK episode.

LAZAR: NEW, SMARTER CONSUMER?

May 19, 2017

NEW, SMARTER CONSUMER?

Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer?

Watch the related WEALTHTRACK episode.

GARDNER: FINANCIAL AUTOMATION

May 12, 2017

FINANCIAL AUTOMATION

Tom Gardner was a pioneer in offering investment advice online with The Motley Fool.  He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us.   

Watch the related WEALTHTRACK episode.

WINTERS: INDEX FUND CONTRARIAN

May 5, 2017

INDEX FUND CONTRARIAN

Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are what he calls “look through” expenses, hidden costs in a number of S&P 500 companies caused by high executive compensation packages and stock dilution to pay for them.

Watch the related WEALTHTRACK episode.

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