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  • ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

    Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
    In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Continue reading →

  • STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?

    Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Continue reading →

  • PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER

    Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us. Continue reading →

 

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