Archive for August, 2014


August 15, 2014
WEALTHTRACK is pre-empted on many public television stations this week because of summer fund raising drives,  if it is pre-empted in your town, you can see it here. However,  we are still keeping our eye on the rising geopolitical tensions around the world and their possible impact on financial markets. Strategas Research Partners recently sent its clients a list of investments which should benefit during times of uncertainty. wt1106_Jason-Trennert_nameNew this week, Financial Thought Leader and recent WEALTHTRACK guest, Jason Trennert believes investors will pay a premium for what they perceive as higher quality, income-producing stocks during times of rising geopolitical tensions. Trennert and his team at Strategas Research Partners have identified a number of S&P 1500 stocks with two characteristics: dividend yields higher than that on the 10-year Treasury note and earnings with compound annual growth rates (CAGR) greater than 10%. Trennert has shared the names of 10 of the companies with WEALTHTRACK. This is proprietary information usually only given to Strategas clients. Continue Reading »


August 8, 2014

What do you need to be aware of when you are choosing a financial advisor? What are the hidden costs? Is it better to pay a commission or a percentage of your assets? Two top personal finance journalists, Jason Zweig and Jonathan Clements, both now at The Wall Street Journal, discuss getting good financial advice.

Watch the related WEALTHTRACK episode..


August 8, 2014
As it’s the summer fund raising season on public television, this week we are revisiting an interview with two top personal finance journalists, both now at The Wall Street Journal. Jonathan Clements and Jason Zweig tackle the three greatest financial challenges facing Americans. Watch the episode here.
New this week, we are sharing some interesting research on retirement savings. It’s from a recent T. Rowe Price survey which found that recent retirees with 401 (k)s feel on track meeting their financial goals. Some of their key findings are that retirees are living on less – on average, around 66% of their pre-retirement income. However, nearly 60% report that are living as well or better than when they were working. Almost 90% are reasonably satisfied with retirement so far and most think that are better off compared with how their parents fared in retirement. Continue Reading »

Trennert: There Is No Alternative

August 1, 2014


August 1, 2014

Financial thought leader and Chief Investment Strategist Jason Trennert left the security of ISI Group, a top ranked macroeconomic research firm in 2006 to launch his own firm with two partners.  Strategas Research Partners  is now a highly successful independent research, strategy and policy firm in its own right. We asked him to share the lessons learned from running his own business.  

Watch the related WEALTHTRACK episode.

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