Charles Ellis


August 10, 2012
  • Seek passive management
  • Look at ETFs and index funds

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Charles Ellis & Mark Cortazzo

August 10, 2012

The Myths About Investment Management Fees

How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your investments? How much do they really take away from your portfolio and its performance over the years? According to a ground breaking article by legendary financial consultant and WEALTHTRACK guest Charles Ellis, “investment management fees are much higher than you think.”
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October 3, 2008

The steep decline in U.S. home prices and sales is at the heart of the financial crisis. When will the housing markets stabilize? We’ll ask Yale Professor of Economics Robert Shiller, the man who predicted the bursting of the housing bubble and co-created the widely followed Case-Shiller Home Price Index. Plus, we’ll take the pulse of opportunities in foreign markets with global portfolio manager David Antonelli of MFS International, and discuss what to do and not to do during this market stress with The Wall Street Journal’s “The Intelligent Investor” columnist Jason Zweig. Continue Reading »


February 1, 2008

Yale Professor Robert Shiller, the man who predicted both the tech and housing bubbles will return to WealthTrack. We’ll ask him what to expect next. He’ll be joined by legendary investment strategy consultant Charles Ellis who will talk about protecting your portfolio from market risk, plus dynamic fund manager Susan Byrne.

WEALTHTRACK Episode #0331; Originally Broadcast on February 1, 2008

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Professor of Economics, Yale University Chief Economist and Co-Founder, MacroMarkets, LLC


Chairman, Chief Investment Officer Westwood Holdings Group, Inc.


Founder, Greenwich Associates Author, Winning the Loser’s Game

Consuelo MackNewsletter available soon.
Mathews Asia

Action Point available soon.
Bookshelf titles available soon One Investment available soon. Stock mentions available soon. This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

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