Morningstar recommends: Mutual European Z (MEURX) Find the latest stats here. Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record Watch this Episode
Guests
SARGEN & LIPSKY: THE DECLINE OF U.S. FINANCIAL DOMINANCE
It has been four years since the start of the worst financial crisis in the post war era. It feels like a lifetime to me. Lehman Brothers filed for bankruptcy in September 2008, tipping the world into a systemic financial meltdown which we have been recovering from ever since. It’s helpful to step back every once and while and see how far we have come since the market lows of March 2009, when the S&P closed under 700. It has more than doubled since then, but oh what a ride it has been!
Niall Ferguson (R)
The Decline of U.S. Financial Dominance We believe in having a long term perspective on WEALTHTRACK and helping our viewers and ourselves build financial security to last a lifetime. But sometimes it is necessary to step back even further and think beyond a lifetime, in terms of centuries, to really grasp the era we are […]
MINIMIZE INVESTMENT FEES
Seek passive management Look at ETFs and index funds Watch this Episode
Charles Ellis & Mark Cortazzo
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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