START TAKING SOME MONEY OFF THE MARKET TABLE Several WealthTrack Great Investors, like Don Yacktman and Steven Romick, are holding cash. – They see few undervalued investments – They own very high quality securities
Archives for December 2013
CORTAZZO & ALEXANDRA: LESSONS FROM FAMILY & SPORTS
Hear what it is like to be the third generation of Lebenthal to run the family firm from Alexandra Lebenthal and find out what sport “pole vaults” Mark Cortazzo’s life and energizes him in his career.
CATCHING LIGHTNING IN A BOTTLE – AN INTERVIEW WITH WIN SMITH
Why does a book about the creation, rise and fall of Merrill Lynch matter today? Because the rise of the world’s once largest brokerage firm is emblematic of Wall Street’s great success and critical role in the growth and prosperity of this country and the firm’s failure, of the misguided priorities permeating Wall Street today.