Guests

SOCIAL SECURITY: THE NEW RULES WITH BENEFITS GURU MARY BETH FRANKLIN

August 9, 2019

Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize.
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DIMELLA: FLIGHT PLAN

July 12, 2019

FLIGHT PLAN

The award-winning municipal bond fund manager, Robert DiMella has his pilot’s license and flies regularly in his spare time. He says there’s a connection between flying and running multi-billion dollar bond portfolios.

Watch the related WEALTHTRACK episode.

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.
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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.

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 women – an estimated $22 trillion worth.

That number is expected to jump by 30% percent to nearly $29 trillion over the next 40 years as intergenerational wealth is handed over. Women are the key financial decision makers: 96% of women have a primary or shared responsibility for family financial decisions, yet there is a gap in how women view and handle money.
Women score lower than men on financial literacy tests, and women invest less – by one study 40% less.

Yie-Hsin Hung, is determined to change this dynamic and she is in a position to do that.
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FOLLOW BUFFETT’S INVESTMENT PRINCIPLES: GREAT INVESTOR TOM RUSSO CONTINUES TO DO SO

June 21, 2019

Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018.

Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years.

Berkshire has outperformed the market by double digits in every trailing ten year period since 1978. But it hasn’t had a double-digit advantage since 2002, and in recent years it has underperformed the market in three ten year spans.

Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds.
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