WATCH WEALTHTRACK

RECENT EPISODES

  • Fisher: Multi-Factor Investing

    This page is here for technical reasons. Please click here for the episode page.

  • TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

    TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

    Biggest Financial Wealth Robbers:

    • Losses
    • Inflation
    • Taxes
    • Expenses

    Wealth Builders:

    • Own Stocks – the one asset class that has historically beaten inflation
      • Own companies with track records of dividend increases
    • Review fees: Are you getting your money’s worth from financial advisors and money managers?
    • Pay attention to tax consequences
      • Maximize contributions to tax-deferred accounts
      • Put highest taxed investments in tax deferred accounts
      • Consider municipal bonds
      • Avoid high-turnover funds

    Watch the related WEALTHTRACK episode.

  • FISHER: LEADERSHIP LESSONS

    LEADERSHIP LESSONS

    Gerstein Fisher’s Gregg Fisher has spent most of his professional career as a portfolio manager, but as founder and head of a successful and growing independent investment advisory firm he has also had to acquire management skills.  He joined the Young Presidents’ Organization,  a global network of chief executives and business leaders who achieved those positions before the age of 45 and connected with top management experts.

    Watch the related WEALTHTRACK episode.

Back to Top