Archive for July, 2015

FRANKLIN: SOCIAL SECURITY GURU

July 17, 2015

Veteran journalist Mary Beth Franklin has covered just about every aspect of personal finance and retirement planning in her years at Kiplinger’s and other publications, but in recent years she has narrowed her focus to become an acknowledged expert on social security benefits. She talks about her transition from generalist to expert.

Watch the related WEALTHTRACK episode.

CORTAZZO & FRANKLIN: SUCCESSFUL RETIREMENT

July 17, 2015

When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one.  How do we go the distance in retirement without running out of money?  Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success. Continue Reading »

HOLD A FAIR AMOUNT OF CASH

July 10, 2015
  • HOLD A FAIR AMOUNT OF CASH
  • RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS

Watch the related WEALTHTRACK episode.

KESSLER: ARTISTIC INVESTMENT

July 10, 2015

In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world.  His job frequently takes him to China where he has found another investment for his personal portfolio.

Watch the related WEALTHTRACK episode.

KESSLER: TREASURY BOND CONTRARIAN

July 10, 2015

Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over.  Treasury bonds have been described as extremely overvalued, risky and undesirable.  Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.” Continue Reading »

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