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WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?

May 12, 2017

Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it.
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GARDNER: FINANCIAL AUTOMATION

May 12, 2017

FINANCIAL AUTOMATION

Tom Gardner was a pioneer in offering investment advice online with The Motley Fool.  He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us.   

Watch the related WEALTHTRACK episode.

GLOBAL VALUE INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS

May 5, 2017

Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed.
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WINTERS: INDEX FUND CONTRARIAN

May 5, 2017

INDEX FUND CONTRARIAN

Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are what he calls “look through” expenses, hidden costs in a number of S&P 500 companies caused by high executive compensation packages and stock dilution to pay for them.

Watch the related WEALTHTRACK episode.

WALLACK: PORTFOLIO BUILDER

April 28, 2017

PORTFOLIO BUILDER

How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable.

Watch the related WEALTHTRACK episode.

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