Archive for July, 2019

Market-Beating Returns With Next-Generation Investor Samantha McLemore

July 26, 2019

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

MARKET-BEATING RETURNS WITH NEXT GENERATION INVESTOR SAMANTHA MCLEMORE

July 26, 2019
[box type=”shadow”]We are revisiting a popular recent program with award-winning financial planner Mark Cortazzo on the danger of portfolio volatility in retirement. Watch this episode again here.

NEW THIS WEEK: We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working alongside today’s investment greats.

As part of that series, we are doing one on one podcasts with the less well known, but deserving partners.
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The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System

July 20, 2019

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

Municipal Bond Markets Are Attracting Record Amounts of Investor Money

July 12, 2019

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

LOOK INTO TAXABLE MUNICIPAL BONDS

July 12, 2019
LOOK INTO TAXABLE MUNICIPAL BONDS

  • High credit quality as a group
  • Higher quality than corporate bonds
  • Offer roughly the same income

Watch the related WEALTHTRACK episode.

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