Archive for August, 2013

IN MUTUAL FUNDS, IS ACTIVE VS. PASSIVE THE RIGHT QUESTION?

August 9, 2013

wt1007_tugAre you better off with an active or passive investment strategy? That was one of the our most popular WEALTHTRACK topics this summer. Independent wealth management firm, Gerstein Fisher has done some research on the subject and found there are several determining factors, including investor behavior! They are sharing the results with us.

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Download:  In Mutual Funds, is Active vs. Passive the Right Question?  [.pdf]

 

PREMIUM: In Mutual Funds, is Active vs. Passive the Right Question?

August 8, 20130 Comments

wt1007_tugAre you better off with an active or passive investment strategy? That was one of the our most popular WEALTHTRACK topics this summer. Independent wealth management firm, Gerstein Fisher has done some research on the subject and found there are several determining factors, including investor behavior! They are sharing the results with us.

PREMIUM subscribers can contribute to the discussion below.

A DISCUSSION WITH A WALL STREET JOURNAL COLUMNIST, JASON ZWEIG

August 2, 2013
During the next two weeks of pledge campaigns on public television, WEALTHTRACK is revisiting our most informative programs.   Harold Evensky,  a noted financial planner, will discuss his strategy to make your retirement portfolio last.  A key piece of advice:  Plan to live until you are 95!  Watch Now.
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PREMIUM: JASON ZWEIG

August 1, 20130 Comments

A Discussion With A Wall Street Journal Columnist

“There’s no doubt that the pursuit of yield is bordering on a mania” says Jason Zweig, The Wall Street Journal‘s Personal Finance Columnist. Don’t miss Consuelo’s discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks.

New this week: PREMIUM subscribers can contribute to the discussion below.

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