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.
- BILL WILBY: GEOPOLITICAL RISKS
From his early days at West Point, to his work in Military Intelligence in Vietnam and Europe, through the 12 years running his top ranked Oppenheimer Global Fund, Great Investor Bill Wilby has always kept his eyes on geopolitical risks. In my recent interview with him and Fort Washington Investment Advisors’ Nick Sargen I asked ...
- BOB DOLL: PERSONAL PORTFOLIO
Bob Doll has always worn two hats, one as a strategist and the other as a portfolio manager of large-cap stock funds, roles he continues today at Nuveen Asset Management. The only difference is that he is now overseeing nine large cap mutual funds under the Nuveen name. In addition to his “Traditional” large cap ...
- STEVEN LEUTHOLD: MUTUAL FUND EXIT
A couple of years ago Great Investor Steven Leuthold had $5 billion dollars under management and was overseeing 7 mutual funds at his old firm, The Leuthold Group, plus publishing a lengthy newsletter, View From the North Country every month. Then he decided to call it quits from the mutual fund business and launch a ...
- KESSLER: A SIMPLE CHOICE
- GRIFFIN AND TAYLOR: THE LONGEVITY RISK
- PETRIE: ENERGY RISKS AND REGULATION
- HASENSTAB: LOOKING IN ALL THE RIGHT PLACES
- BENZ: “THE BUCKET APPROACH” TO RETIREMENT
- STEVEN ROMICK: NO FALSE PROMISES
- CHUCK AKRE: RULES TO LIVE BY