Archive for December, 2015

PREMIUM: BERNSTEIN

December 31, 2015

Bull Market Believer

After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.

SUSTAINABLE INVESTING

December 25, 2015
During this holiday weekend, on broadcast TV, we take a look back at transforming the world themes. You can watch this episode here.
New this week: It’s a new world of investing for sustainable investing. Younger generations around the world want to both make money and make a difference in the world. The issue is addressed in Morningstar magazine’s “Spotlight.” Continue Reading »

PREMIUM: SUSTAINABLE INVESTING

December 23, 2015
During this holiday weekend, on broadcast TV, we take a look back at transforming the world themes. You can watch this episode here.
New this week: It’s a new world of investing for sustainable investing. Younger generations around the world want to both make money and make a difference in the world. The issue is addressed in Morningstar magazine’s “Spotlight.”

SMEAD: HIGH PERFORMANCE FORMULA

December 18, 2015

Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance. Continue Reading »

HELP FUND A YOUNG PERSON’S ROTH IRA

December 18, 2015

HELP FUND A YOUNG PERSON’S ROTH IRA

  • CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR
  • CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED
  • $5500 IN 2015
  • $5500 IN 2016

Watch the related WEALTHTRACK episode.

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