American women control $8 trillion in assets, yet the traditional wealth management approach doesn’t necessarily work for women’s needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley’s award-winning financial advisor, Ami Forte, and GenSpring’s Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power.
THINK LIKE A WOMAN!
THINK LIKE A WOMAN! Schedule a visit with your financial advisor Discuss how portfolio reflects your long-term lifestyle needs and personal values
ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach.
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SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:
See If Your Funds Meet The Top Criteria For Outperformance: Low Costs And Top Talent
STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?
Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. For our WEB EXTRA feature Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.
THINK GLOBALLY IN YOUR BOND PORTFOLIO
AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS Templeton Global Bond Fund (TPINX) Loomis Sayles Global Bond Fund (LSGLX)
