Archive for January, 2022

BITCOIN BECAME 50% OF BILL MILLER’S NET WORTH LARGELY THROUGH GAINS FROM EARLY PURCHASES. NOW WHAT?

January 27, 2022

A few weeks ago a WEALTHTRACK interview with legendary value investor Bill Miller garnered a tremendous amount of interest because he talked about his outsized position in bitcoin in his personal portfolio, approximately 50% of his unencumbered net worth. Miller uses leverage in his personal portfolio.

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FRANKLIN: PANDEMIC PLUSES

January 21, 2022

How has the pandemic changed your life? Personal finance expert Mary Beth Franklin cites an improvement and blessing.

Watch the related WEALTHTRACK episode.

STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN

January 21, 2022

The Covid pandemic has caused many of us to reassess multiple aspects of our lives: where we live and work, how we spend our time and money, and who we spend our time with. It has also had a big impact on retirement planning. According to a comprehensive study, first conducted in 2019 by Edward Jones and Age Wave and updated several times since, there are four pillars to a fulfilling retirement: health, family, purpose, and finances.

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BENZ: CAREER MOTIVATION

January 14, 2022

Morningstar’s longtime Director of Personal Finance, Christine Benz never loses her enthusiasm for the job. She explains what keeps her motivated.

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RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS

January 14, 2022

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.” 

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