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Archives for October 2015

HARTNETT: TRANSFORMING WORLD THEMES

Interest rates are at 5,000 year lows. We are in the midst of the longest deflationary expansion on record and by 2050, for the first time in human history, the world’s senior population will outnumber children. These are just a few of the transformational trends recently identified by Financial Thought Leader Michael Hartnett and his team at Bank of America Merrill Lynch Global Research. In an exclusive interview Hartnett explains what they mean for the global economy and investors.

WATCH NOW…

BUILD UP A CASH RESERVE

BUILD UP A CASH RESERVE CASH PROVIDES: Choices Flexibility Security Opportunity Watch the related WEALTHTRACK episode.

BICKFORD: EMPOWERING WOMEN FINANCIALLY

This page is here for technical reasons. Please click here for the episode page.

BICKFORD: EMPOWERING WOMEN FINANCIALLY

Women live longer than men, typically earn less over a lifetime and can expect to be solely responsible for their finances in their later years, yet many are uncomfortable doing so. What are the best strategies for women to overcome these challenges and fulfill their priorities? Evercore Wealth Management’s Jewelle Bickford explains how she empowers women clients to take charge of their financial futures.

WATCH NOW…

BICKFORD: HELPING HAND

HELPING HAND Evercore Wealth Management, Partner and Wealth Advisor Jewelle Bickford devotes much of her free time to supporting charitable organizations involved with helping women in developing countries. It’s a passion  that originated from her experiences as a child. Watch the related WEALTHTRACK episode.

TRENNERT: UNAPPRECIATED BULL MARKET

Despite the fact that we have had an almost uninterrupted bull market for the last 6 years, investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Are the best years of the bull market now behind us? Are equity markets becoming too volatile and risky to navigate safely?  This week’s guest doesn’t think so. Financial Thought Leader, Jason Trennert, Chief Investment Strategist of Strategas Research Partners explains why US stocks are still a good deal for investors.

WATCH NOW…

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