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March 10, 2016

As it’s the winter fund raising season on Public Television, this week we are revisiting a popular topic – retirement! Award winning financial planner Erin Botsford believes traditional retirement approaches including heavy reliance on stock and bond investments, asset allocation strategies and set annual withdrawals are unreliable and in some cases downright dangerous. You can watch the episode here.

Bernie Sanders wins the Michigan Democratic Primary. Donald Trump has a big lead in the Republican primary race. What difference would a presidential win by either candidate make? Cornerstone Macro’s  top rated Washington analyst, Andy Laperriere has always been an objective, non-partisan observer, which is why his recent analysis of these two contenders caught my attention immediately.  Laperriere gave us permission to share his report with you, our WEALTHTRACK audience.


March 3, 2016
On air this week, as it’s the winter pledge season on Public Television, we are revisiting a popular recent program. Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature. You can watch this episode here.


When John C. Bogle created the first index mutual fund some 40 years ago, now the Vanguard 500 Index Fund, his goal was to enable individual investors to participate in the market’s performance for the long term at minimum cost. Little did he know that the $11 million put into his index fund in 1975 would explode into a huge industry with $4 trillion in assets today. In a Viewpoint commentary, recently published in the Financial Analysts Journal, Bogle traces the extraordinary history of the industry he created and how much it has changed, for better and for worse, from his original intent.


February 24, 2016

Valuable Losses

A rare interview with Great Value Investor Wally Weitz on finding opportunities where others are seeing losses.


February 17, 2016

International Small Cap Value

David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.


February 10, 2016

Muni Advantage

Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.

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