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FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD
February 21, 2020
The reality is most Americans have not met their retirement goals. We want to change this dynamic starting right now. And we have the right guest to help us. Kim Lankford is an award-winning personal finance journalist, now working freelance. She was a long time contributing editor and columnist for Kiplinger’s. One of the first steps she recommends to plan for retirement or manage it is to understand our monthly cash flows.
NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI
February 14, 2020
It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches.
TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY
February 7, 2020
Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty.
ASSESSING THE ECONOMIC FALLOUT FROM THE RAPIDLY EVOLVING CORONAVIRUS STORY
January 30, 2020
Although the Coronavirus wasn’t on anyone’s radar screen a few weeks ago, China’s economic challenges were and are addressed by both guests. The virus is now adding to those pressures.
THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS
January 24, 2020
Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 – The End of Globalization, he makes his case.
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