Archive for November, 2013

CLEAN PROFITS Transcript 11/08/2013 #1020

November 19, 2013

CONSUELO MACK: This week on WealthTrack, a Financial Thought Leader in socially responsible investing explains why promoting women and water conservation can boost your portfolio’s bottom line. Calvert Investments’ powerhouse CEO, Barbara Krumsiek, is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, which we are delighted to be taping once again at the Museum of American Finance in the heart of Wall Street. I’m Consuelo Mack. Over a year ago we did a two part series on socially responsible investing, a growing area of interest among governments, institutions and individuals around the world. It turns out the momentum towards SRI, now also known as sustainable and responsible investing, is building. The most recent comprehensive count done in 2012 showed that total SRI assets in the U.S. have reached nearly $4 trillion, a 22% increase since year end 2009. And a 486% jump since 1995 when the size of the U.S. sustainable and responsible investing market was first measured. Individuals and institutions interested in SRI-focused investing have many more choices. The number of mutual funds, ETFs and other pooled products that incorporate environmental, social and corporate governance criteria have exploded from 55 vehicles in 1995 to 720 by 2012 and their assets have grown from $12 billion to over one trillion.

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BENZ & KINNEL: SABBATICALS PAY OFF

November 15, 2013

Only 5 percent of U.S. companies offer paid sabbaticals.  One of those  enlightened institutions is independent research firm Morningstar known  for its objective, thorough and shareholder-friendly mutual fund  research.  Employees get a six-week paid sabbatical after just four  years of employment, and every four years thereafter.  Christine Benz  and Russ Kinnel, both twenty-year Morningstar veterans have taken four  apiece. They talk about their favorites and the differences these extended times off have meant to them.

    





PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT

November 15, 2013

PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT

THE TARGET-DATE FUND APPROACH:

> Rebalance between stocks and bonds

> Buy when prices drop

> Sell when prices rise

Takes the emotion out of investing

BENZ & KINNEL: MUTUAL FUND SHAKEUPS!

November 15, 2013

The mutual fund industry is being buffeted by two enormous shifts: investors are deserting actively managed funds for passive ones and they are fleeing bond funds for other sources of income. What do these changes mean for investors? In their first joint television appearance, two Morningstar all-stars give us their perspective and advice. Continue Reading »

GREAT INVESTOR TURNS MORE CONSERVATIVE Transcript 11/01/2013 #1019

November 15, 2013

CONSUELO MACK: This week on WealthTrack, five-star Yacktman Fund manager Don Yacktman mines for bargains in the stock market. How is this Great Investor using tried and true methods to strike investment gold? Where he is digging is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. We are taping this week’s program at the Museum of American Finance, a must visit destination in the heart of Wall Street. Some things never change. Recent WealthTrack guest, Gluskin Sheff’s influential economist and strategist David Rosenberg, has been getting flack for moving to a more bullish stance after years of warning about economic and market risks. He explained his shift in outlook to us, and The Wall Street Journal recently covered the back lash from some of his followers in its article titled “Top Bear’s Bullish Tilt Has Followers Growling.”

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