As it’s the summer vacation season, we are re-airing a program that was of particular interest to our viewers. It’s a WEALTHTRACK exclusive with two outstanding value investors – Wally Weitz of the Weitz Funds, and Tom Russo of Gardner Russo & Gardner, together on television for the first time.
Financial Thought Leader and long-time exclusive WEALTHTRACK guest, Charles Ellis is a legend in the investment consulting business. A few years ago he had what he described as an “aha” moment, the realization that passive investing had become superior to traditional active money management for a host of reasons. He lays out his rationale in “The Rise and Fall of Performance Investing,” recently published in the Financial Analysts Journal. He is sharing it with WEALTHTRACK.
POSSIBLE SAFE HARBORS
WEALTHTRACK is pre-empted on many public television stations this week because of summer fund raising drives, if it is pre-empted in your town, you can see it here. However, we are still keeping our eye on the rising geopolitical tensions around the world and their possible impact on financial markets. Strategas Research Partners recently sent its clients a list of investments which should benefit during times of uncertainty.
ZWEIG & CLEMENTS: GETTING GOOD FINANCIAL ADVICE
What do you need to be aware of when you are choosing a financial advisor? What are the hidden costs? Is it better to pay a commission or a percentage of your assets? Two top personal finance journalists, Jason Zweig and Jonathan Clements, both now at The Wall Street Journal, discuss getting good financial advice. […]
RETIREES ON TRACK
As it’s the summer fund raising season on public television, this week we are revisiting an interview with two top personal finance journalists, both now at The Wall Street Journal. Jonathan Clements and Jason Zweig tackle the three greatest financial challenges facing Americans. Watch the episode here.
New this week, we are sharing some interesting research on retirement savings. It’s from a recent T. Rowe Price survey which found that recent retirees with 401 (k)s feel on track meeting their financial goals. Some of their key findings are that retirees are living on less – on average, around 66% of their pre-retirement income. However, nearly 60% report that are living as well or better than when they were working. Almost 90% are reasonably satisfied with retirement so far and most think that are better off compared with how their parents fared in retirement.
Trennert: There Is No Alternative
JASON TRENNERT: RUNNING YOUR OWN BUSINESS
Financial thought leader and Chief Investment Strategist Jason Trennert left the security of ISI Group, a top ranked macroeconomic research firm in 2006 to launch his own firm with two partners. Strategas Research Partners is now a highly successful independent research, strategy and policy firm in its own right. We asked him to share the […]
