Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets. Bucket one is completely […]
Benz: Managing The Buckets
BENZ: MANAGING THE BUCKETS
Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy.
Charles Dreifus Extra
PREMIUM: CHARLIE DREIFUS
When most of the country’s public television stations are running pledge weeks, we are revisiting Consuelo’s interview with a WEALTHTRACK Great Investor who made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds explains why he now favors large companies in today’s markets. Watch that […]
PRENUPS MAKE A LOT OF $ENSE
There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
