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  • LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

    July 5, 2019

    LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

    • How much money portfolio managers have invested in their own funds is a key criteria used to judge funds
    • Significant “skin in the game” is seen as important indicator of management commitment & responsibility
    • SEC requires disclosure of managers’ investments in funds they manage

    Information available:

    • – Mutual fund’s Statement ...

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  • MCLEMORE: INVESTMENT WISDOM

    July 5, 2019

    MCLEMORE: INVESTMENT WISDOM

    Miller Opportunity Trust’s Co-Portfolio Manager Samantha McLemore has been trained by legendary value investor Bill Miller since graduating from college. We asked her to recommend some of her favorite outside sources of investment wisdom.

    Watch the related WEALTHTRACK episode.


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  • MILLER: BIG CRYPTOCURRENCY DEAL

    July 5, 2019

    MILLER: BIG CRYPTOCURRENCY DEAL

    How significant is Facebook’s plans to introduce a cryptocurrency called Libra? Legendary value investor Bill Miller, an early investor in Bitcoin says it’s a big deal.

    Watch the related WEALTHTRACK episode.


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  • MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION

    July 5, 2019

    Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.

    WATCH NOW…


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  • PREMIUM: MILLER & MCLEMORE

    July 4, 2019

    NEXT GENERATION INVESTORS

    Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.

    WEALTHTRACK ...


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  • PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

    June 29, 2019

    PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND
    FIRMS YOU INVEST WITH

    • Certified Financial Planner (CFP)
    • Chartered Financial Analyst (CFA)
    • Certified Investment Management Associate (CIMA)

    Does the advisor:

    • Understand & agree with your objectives?
    • Pay attention to your comfort levels?
    • Have a realistic & workable plan to achieve your goals?
    • Have the same values & priorities?
    • Emphasize long-term outcomes & investments?

    Watch ...


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  • HUNG: ENGINEERING CAREER SUCCESS

    June 29, 2019

    ENGINEERING CAREER SUCCESS

    Yie-Hsin Hung, who runs the $550 million plus investment arm of New York Life has been recognized as one of the most powerful women in finance, but her college degree was in mechanical engineering.

    Watch the related WEALTHTRACK episode.


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  • 51% of Personal Wealth in the U.S. Is Controlled by Women

    June 29, 2019

    This page is here for technical reasons. Please click here for the episode page.


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  • 51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN

    June 28, 2019

    Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
    WATCH NOW…


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  • PREMIUM: HUNG

    June 26, 2019

    WOMEN’S FINANCIAL POWER

    Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.

    The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the U.S. is controlled by ...


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