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The right track to your financial health.

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Guests

WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?

Influential international economist John Lipsky was a top IMF official negotiating the solution to the Global Financial Crisis. He contrasts the massive policy response now to then and the likelihood that current efforts will be enough to halt the global economic freefall.

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

The most important actions we can take are to have a plan to protect what we have, live within our means and limit the drawdowns from already battered portfolios. How do we find the right financial advisor to help us do that? That is one of the questions we will answer in this week’s WEALTHTRACK.

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THIRD GENERATION INVESTOR CHRIS DAVIS SHARE 50+ YEARS OF PERSPECTIVE ON MANAGING THROUGH A CRISIS

Third generation investor Christopher Davis learned portfolio management from two of the best investors of their respective eras, his dad, Shelby M. C. Davis, and his grandfather, legendary insurance investor, Shelby Cullom Davis. Chris Davis shares his family’s perspective on managing through multiple crises including wars, booms, and busts.

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NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches.

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THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 – The End of Globalization, he makes his case.
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MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets.

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