How expensive are large company U.S. stocks, the cornerstone of just about everyone’s retirement portfolio? Nuveen’s widely followed Chief Equity Strategist and large cap mutual funds manager, Robert Doll says there are high quality, dividend paying businesses worth owning for long-term value and income.
Guests
DOLL: SPIRITUAL GIVING
Nuveen Asset Management’s high profile Chief Equity Strategist and Senior Portfolio Manager Robert Doll has always been known for his prodigious energy and productivity. Where does he direct it in his personal life when he is not investing? Watch the related WEALTHTRACK episode.
FRANKLIN: SOCIAL SECURITY GURU
Veteran journalist Mary Beth Franklin has covered just about every aspect of personal finance and retirement planning in her years at Kiplinger’s and other publications, but in recent years she has narrowed her focus to become an acknowledged expert on social security benefits. She talks about her transition from generalist to expert. Watch the related […]
CORTAZZO & FRANKLIN: SUCCESSFUL RETIREMENT
When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one. How do we go the distance in retirement without running out of money? Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success.
KESSLER: TREASURY BOND CONTRARIAN
Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over. Treasury bonds have been described as extremely overvalued, risky and undesirable. Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.”
WINTERS: ACTIVE OPPORTUNITIES
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters. Watch the related WEALTHTRACK episode.