When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one. How do we go the distance in retirement without running out of money? Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success.
HOLD A FAIR AMOUNT OF CASH
HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.
KESSLER: ARTISTIC INVESTMENT
In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world. His job frequently takes him to China where he has found another investment for his personal portfolio. Watch the related WEALTHTRACK episode.
KESSLER: TREASURY BOND CONTRARIAN
Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over. Treasury bonds have been described as extremely overvalued, risky and undesirable. Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.”
Kessler: Treasury Bond Contrarian
This page is here for technical reasons. Please click here for the episode page.
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS
LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS “PATIENT CAPITAL” OUTPERFORMS High “Active Share” Portfolios + Trade Infrequently = 2%+ average annual outperformance Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek Watch the related WEALTHTRACK episode.
