Archive for October, 2020

CORTAZZO – PANDEMIC EXPERIENCE BENEFITS

October 23, 2020

PANDEMIC EXPERIENCE BENEFITS

The pandemic induced isolation has had some unexpected benefits for top-rated financial planner Mark Cortazzo. Continue Reading »

FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO

October 23, 2020

We are going to be talking to an award-winning financial planner about crisis management. COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.

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NEW ECONOMIC EXPANSION

October 21, 2020

Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. Investment Strategist Jeff Schulze takes us through the indicators flashing green.

JEFFREY SCHULZE

  • Director, Investment Strategist,
  • ClearBridge Investments


  • ONE INVESTMENT: OWN U.S. EQUITIES

    • Will continue to be leading global market
    • Add some cyclical and small-cap stocks which benefit from accelerating economic growth

KETTERER – PROFESSIONAL PANDEMIC CHALLENGE

October 16, 2020

PROFESSIONAL PANDEMIC CHALLENGE

Causeway Capital’s Sarah Ketterer finds there is no substitute for in-person interactions with colleagues and clients.

Watch the related WEALTHTRACK episode.

DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER

October 16, 2020

One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.”  In its third-quarter market’s review, the Journal points out that “more stocks skyrocketed at least 400% in the first three quarters of the year than in any comparable period since 2000.”
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