Guests

SURPRISING RETIREMENT PLANNING ESSENTIALS FROM DIET TO ADVISOR CREDENTIALS FROM TWO RETIREMENT PROS

April 10, 2020

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive and precipitous market decline. After a decade which resulted in longevity records being set by both the economic recovery and bull market this black swan event was a stunner which requires a reassessment and regrouping of life plans, particularly for seniors.
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THIRD GENERATION INVESTOR CHRIS DAVIS SHARE 50+ YEARS OF PERSPECTIVE ON MANAGING THROUGH A CRISIS

March 27, 2020

Life can change in a New York minute, and it has. The world is going through a terrible experience right now.  As President Trump has said we are at war with an invisible enemy. I would add it’s an enemy that can strike anyone, anywhere which makes it so unsettling.

The coronavirus is upending lives and societies.  The steps we are taking to combat it are harsh, isolating, and damaging psychologically, emotionally, and financially. Everyone is affected.  Many Americans are losing their paychecks and jobs for an indeterminate amount of time. Some are in danger of losing their businesses.  

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KESSLER: CRISIS IMPACT

March 27, 2020

CRISIS IMPACT

U.S. Treasury bond manager Robert Kessler and his wife are well-known collectors of Asian art. The COVID-19 pandemic is not only affecting his personal travels but also the global art market.

Watch the related WEALTHTRACK episode.

LANKFORD: PARENTS’ LONG-TERM CARE

February 21, 2020

PARENTS’ LONG-TERM CARE

Over the years many of personal finance journalist Kim Lankford’s readers have told her they never knew about their parents’ long-term care policies.

Watch the related WEALTHTRACK episode.

NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

February 14, 2020

In the current market cycle dating from 2009 coming out of the great financial crisis:

  • Equities dominated bonds and commodities
  • The U.S. trumped international
  • Growth outpaced value
  • And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.
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