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ACTION POINTS

  • Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market May 15, 2026Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market

    In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Capital Appreciation Fund.

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  • Choosing a Discipline & Sticking to It Overcomes the Market Noise May 7, 2026 Choosing a Discipline & Sticking to It Overcomes the Market Noise

    Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.

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  • Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia May 1, 2026 Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia

    Asia mutual fund pioneer Mark Headley has come out of retirement to rebuild his old firm and reinvest in the region, as well as other emerging markets. Why he believes the time is right to pivot to Asia.

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  • U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated April 24, 2026 U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated

    It’s one of the market’s best-kept secrets. An index of U.S. small- & mid-cap industrial stocks has outperformed the S&P 500 for over a decade. Award-winning strategist Richard Bernstein explains why the winning streak should continue.

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  • The American Financial Revolution That Created the World’s Richest Nation February 13, 2026 The American Financial Revolution That Created the World’s Richest Nation

    As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history.

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  • Streamlined Portfolios & Financial Plans That Work for Christine Benz February 6, 2026Streamlined Portfolios & Financial Plans That Work for Christine Benz

    Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us.

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  • Must-Do 2026 Financial List with Morningstar’s Christine Benz January 30, 2026Must-Do 2026 Financial List with Morningstar’s Christine Benz

    Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.

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  • Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix January 23, 2026 Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix

    Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?

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  • MAKE SURE YOU ARE TRULY DIVERSIFIED September 10, 2021


    MAKE SURE YOU ARE TRULY DIVERSIFIED

    • Not truly diversified until you own something that makes you uncomfortable
    • Uncomfortable usually means: unpopular, underperforming and cheap
    • “Uncomfortable” assets today include:
      • Value stocks
      • Emerging markets stocks and bonds
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  • EXTEND YOUR INVESTMENT TIME HORIZON April 9, 2021

    EXTEND YOUR INVESTMENT TIME HORIZON

    PROBABILITY OF A LOSS FOR THE S&P 500
    (Rolling Price Returns, Jan 1930 – Jan 2021)

    • 1 day investment = 46% chance of loss
    • 1 year investment = 31% chance of loss
    • 5 year investment = 19% chance of loss
    • 10 year investment = 10% chance of loss

    Source: Richard Bernstein Advisors “Insights” March 2021

    Watch the related WEALTHTRACK episode.

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