Archive for July, 2022

DREIFUS: TIMELESS INVESTMENT WISDOM

July 29, 2022

Legendary small-cap value manager Charlie Dreifus shares some invaluable investment advice he received from mentors early in his career. 

Watch the related WEALTHTRACK episode.

MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS

July 29, 2022

Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It’s even more important now as he expects more economic and market pain ahead.

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CORTAZZO: PROFESSIONAL LEAP

July 22, 2022

Award-winning investment advisor and amateur pole vaulting champion Mark Cortazzo made a major professional leap in 2021. After running his own wealth management firm, MACRO Consulting, for 30 years, he decided to merge with another much larger firm, the Wealth Enhancement Group. We asked him about that decision.  

Watch the related WEALTHTRACK episode.

THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO

July 22, 2022

Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?

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HORROCKS: BEYOND ASIA

July 15, 2022

Matthews Asia was one of the first U.S. mutual fund firms to specialize solely in Asia. Three decades later, it has branched out to other emerging markets as well. Chief Investment Officer Robert Horrocks explains how Asia’s investment success made expansion a necessity.   

Watch the related WEALTHTRACK episode.

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