Archive for January, 2019

PREMIUM: LAROSA & WOLL

January 24, 2019

SUSTAINABLE INVESTING BOOM

Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming.

WEALTHTRACK Episode #1532; Originally Broadcast on Janurary 25, 2019

[learn_more caption=”LEARN MORE ABOUT REFERENCES IN THIS EPISODE:”] $12 Trillion or 1 in 4 four of the total $46 Trillion of investments under professional management in the U.S. is now invested in a category known as socially responsible, sustainable or impact investing. Is impact investing at a tipping point? That is the focus of a recent survey of affluent investors by Fidelity Charitable, the nation’s oldest donor-advised fund.

Download the Survey [pdf]


U.S. SIF, the Forum for Sustainable and Responsible Investment and its foundation are leading voices in research, education, and policy initiatives for socially responsible investing across all asset classes. Its 300 members represent $3 Trillion in assets in sustainable investments. Its biennial trends report tracks responsible investing in the U.S.   

Download the Trends Report [pdf]


Finding a financial advisor knowledgeable about socially responsible investing has not been easy. That is being rectified by a certification course being taught at the College For Financial Planning which provides a Chartered SRI Counselor designation in partnership with U.S. SIF


[/learn_more]

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We have compiled additional information and content related to this episode.

LAURA LAROSA

  • Executive Director of Client Development,
  • Glenmede

LISA WOLL

Consuelo MackNewsletter available soon.
Mathews Asia


THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO

  • Many Socially Responsible Choices:
  • -Industries to invest in or not to invest in
  • -Companies involved in activities you believe in
  • -Companies with best management practices
  • -Companies having an impact on underserved communities or countries


Bookshelf titles available soon.
No Bookshelf titles this week.


WOLL: COMMUNITY INVESTING

  • Bank in Community Development Credit Unions and Community Development Banks
  • Low-Risk Deposits
  • They Invest in Underserved Communities

LAROSA: IMPACT INVESTING

    Add Socially Responsible Investments to Portfolio

  • Diversifies Portfolio
  • Good Investment Returns
  • Many Choices


No stock mentions in this episode.


This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

This is the first appearance by these guests.

SUSTAINABLE CAREER PATHS

Socially Responsible Investing is booming now. Such was not always the case. Lisa Woll and Laura LaRosa were early adaptors.

David Giroux on Growing Secular Risks in Companies – Exclusive with Fund Manager of Year Winner

January 18, 2019

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

DAVID GIROUX ON GROWING SECULAR RISKS IN COMPANIES – EXCLUSIVE WITH FUND MANAGER OF YEAR WINNER

January 18, 2019

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk.
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JOHN BOGLE

January 18, 2019

With John “Jack” Bogle’s passing “American investors have lost the fiercest advocate they may have ever had.” So wrote Jason Zweig, the esteemed The Wall Street Journal columnist this week. We couldn’t agree with him more.

I have interviewed John Bogle numerous times over the years and he was relentless in his pursuit of a better deal for individual investors. He also didn’t care who he took on to achieve it and seemed to relish battling most of Wall Street’s leadership. His 1975 creation of the first mutual fund tied to an index, the predecessor to the Vanguard S&P 500 (VFINX) revolutionized Wall Street’s pricing structure and democratized access to investing. Mission accomplished!

John Bogle from the WEALTHTRACK Archives:
An extended interview in 2012:

From 2006

PREMIUM: COMPANY RISKS INCREASING

January 16, 2019

COMPANY RISKS INCREASING

In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies’ businesses are at risk

WEALTHTRACK Episode #1531; Originally Broadcast on Janurary 18, 2018

Explore This Episode

We have compiled additional information and content related to this episode.

DAVID GIROUX

  • Portfolio Manager,
  • T. Rowe Price Capital Appreciation Fund
Consuelo MackNewsletter available soon.
Mathews Asia
Read the book: DEEP WORK: RULES FOR FOCUSED SUCCESS IN A DISTRACTED WORLD by Cal Newport
Deep Work = Concentrated focus on a topic, without interruption for 4 hours +
Recommends unplugging from our smartphones, email, social media and other distractions

“Wring every last drop of value out of your current intellectual capacity.”

Cal Newport, Deep Work







HIGH RISK/HIGH RETURN

Buy General Electric:

    –Extremely undervalued
    –Still has great aviation and healthcare businesses
    –Power business has big secular challenges
    –New CEO, Lawrence “Larry” Culp has turned around many businesses

  • Amazon.com, Inc (AMZN)
  • Alphabet, Inc (GOOGL)
  • EOG Resources Inc (EOG)
  • Concho Resources Inc (CXO)
  • Apple Inc. (AAPL)
  • Microsoft Corp (MSFT)
  • Netflix Inc (NFLX)
  • Waymo LLC = Self -driving subsidiary of Alphabet, Inc
  • Texas Instruments Inc (TXN)
  • Maxim Integrated Products Inc (MXIM)
  • TE Connectivity Ltd (TEL)
  • Lear Corporation (LEA)

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk.
WATCH NOW…

PRODUCTIVITY BOOSTER

Top Portfolio Manager David Giroux recommends a book that he says has improved his and his team’s productivity significantly.

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