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.
Guests
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.
KESSLER: CRISIS IMPACT
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
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
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.
UMANSKY: TRANSFERABLE SKILLS
TRANSFERABLE SKILLS Top growth fund manager Alex Umansky started playing poker as a hobby later in his investment career. Now a tournament level player he says both pursuits require similar skill sets. Watch the related WEALTHTRACK episode.
