WEB EXTRA

Find EXTRA information here to make you a more successful long-term investor.  Each week we add another nugget of financial information, whether it be proprietary research from our guests’ firms, lists of recommended stocks not mentioned on-air, or an audio-cast with WEALTHTRACK’s Brain Trust.   In addition, find segments of web- exclusive interviews that give insight into what makes our guests the best in the business.

  • SMITH: JESUIT EDUCATION

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    Stephen Smith, founding portfolio manager of the Legg Mason Brandywine Global Opportunities Bond fund and finalist for Morningstar’s 2014 Fixed-Income Fund Manager of the Year is known as a contrarian investor. Smith takes on consensus views about oil prices,  interest rates and the outlook for global growth.  What difference did a Jesuit education, specifically at ...


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  • YOCKEY: CHURCHILLIAN PRINCIPLES

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    Artisan Partners’ noted international investor, Mark Yockey is a huge admirer of Winston Churchill and has read volumes of the legendary British Prime Minister’s histories, autobiographies and biographies. We asked him what he admired most about Churchill, arguably the greatest leader of the twentieth century.

    Watch the related WEALTHTRACK episode.


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  • POND: “SMART” FINANCIAL PLAN

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    Jonathan Pond spent over two decades hosting financial planning specials on public television, all the while refining his online financial planning tool, Smart planner which was offered as a fund raising premium to viewers. This year, Pond is making Smart Planner available to all Americans for a modest fee of $40.00. We asked him to ...


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