Guests

ALTERNATIVE STRATEGIES TO MAKE MONEY IN DOWN MARKETS: WHAT’S BOB DOLL DOING?

September 13, 2019

One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history.
As of August of 2018 the market’s advance, in large-cap stocks at least, had indeed become the longest bull market in history.
But the experience of investors has been anything but a straight shot. If you look at indexes outside the largest U.S. company stocks it has been a much more perilous ride with several major corrections along the way.
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SOCIAL SECURITY: THE NEW RULES WITH BENEFITS GURU MARY BETH FRANKLIN

August 9, 2019

Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize.
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DIMELLA: FLIGHT PLAN

July 12, 2019

FLIGHT PLAN

The award-winning municipal bond fund manager, Robert DiMella has his pilot’s license and flies regularly in his spare time. He says there’s a connection between flying and running multi-billion dollar bond portfolios.

Watch the related WEALTHTRACK episode.

MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION

July 5, 2019

Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN

June 28, 2019

Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.

The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the U.S. is controlled by women – an estimated $22 trillion worth.

That number is expected to jump by 30% percent to nearly $29 trillion over the next 40 years as intergenerational wealth is handed over. Women are the key financial decision makers: 96% of women have a primary or shared responsibility for family financial decisions, yet there is a gap in how women view and handle money.
Women score lower than men on financial literacy tests, and women invest less – by one study 40% less.

Yie-Hsin Hung, is determined to change this dynamic and she is in a position to do that.
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