Archive for January, 2023

BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS

January 13, 2023

Part 2 of 2

Charles Ellis, also known as “Charley,” is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered “Wall Street’s Wisest Man” by Money magazine. He has authored 20 books, with the most famous being “Winning the Loser’s Game,” which is now in its 8th edition. In 2022, he published “Figuring it Out: Sixty Years of Answering Investors’ Most Important Questions,” a collection of his most thoughtful and thought-provoking articles and essays.

LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS

January 6, 2023

Part 2 of 2

In the past, stock investing focused on individual companies and their specific attributes, with a relatively small percentage of the population participating. However, the markets have since expanded, and market participation, particularly through retirement accounts, has increased significantly. This has led to the realization that macro factors, such as the global economy, geopolitics, and domestic politics, are important to consider in investment decisions.