Archive for June, 2013

WOMEN, INVESTING AND RETIREMENT, PART ONE

June 28, 2013

American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.

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THINK LIKE A WOMAN!

June 26, 2013

THINK LIKE A WOMAN!

  • Schedule a visit with your financial advisor
  • Discuss how portfolio reflects your long-term lifestyle needs and personal values

ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

June 22, 2013

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 »

SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:

June 22, 2013

SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE: LOW COSTS AND TOP TALENT

SIMPLE ARITHMETIC

  • The lower the cost of your investments the more you keep

TALENT MATTERS FOR ACTIVE MANAGERS

  • Bogle’S 4 P’s
  • People
  • Philosophy
  • Portfolio
  • Performance

 

 

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

June 14, 2013

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 »

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