Charles Ellis

BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS

Part 2 of 2

Charles Ellis, also known as “Charley,” is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered “Wall Street’s Wisest Man” by Money magazine. He has authored 20 books, with the most famous being “Winning the Loser’s Game,” which is now in its 8th edition. In 2022, he published “Figuring it Out: Sixty Years of Answering Investors’ Most Important Questions,” a collection of his most thoughtful and thought-provoking articles and essays.

In part one of our interview, Ellis discussed how much the investing world has changed over the years and his recommendation for individuals to take a total financial portfolio approach to financial planning.

In part two of his exclusive WEALTHTRACK interview, he discusses how individuals can create the best financial plan for their specific situation.

SIXTY YEARS OF INVESTMENT WISDOM FROM FINANCIAL LEGEND CHARLES ELLIS

Part 1 of 2

The ancient Greek philosopher Heraclitus said, “There is nothing permanent except change.” Charles Darwin certainly observed that in his trailblazing work on evolution more than 2000 years later. In a quote widely attributed to him, he is alleged to have commented, “It is not the strongest of the species that survive, nor the most intelligent, but the one most adaptive to change.”     

As the markets fluctuate around us, how much should investors change?

LEGENDARY INVESTMENT CONSULTANT CHARLES ELLIS MAKES A COMPELLING CASE FOR INDEXING

In a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing.

TIMELESS STRATEGIES FOR SUCCESSFUL INVESTING FROM LEGENDARY INVESTMENT CONSULTANT CHARLES ELLIS

Can investing be simple? Can we stop worrying about what’s happening on Wall Street, in Washington, with Fed policy, inflation, corporate earnings, and numerous other headline-making concerns? Can we just get on with our lives and still invest successfully?
According to this week’s guest, the answer is yes, and we shouldn’t even care what the market is doing.
What should we care about? How should we invest? That is the focus of this week’s exclusive WEALTHTRACK interview. Continue Reading »