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PREMIUM: BICKFORD

October 14, 2015

Empowering Women Financially

Women live longer than men, typically earn less over a lifetime and can expect to be solely responsible for their finances in their later years, yet many are uncomfortable doing so. What are the best strategies for women to overcome these challenges and fulfill their priorities? Evercore Wealth Management’s Jewelle Bickford explains how she empowers women clients to take charge of their financial futures.

TRENNERT: UNAPPRECIATED BULL MARKET TRANSCRIPT

October 9, 2015

CONSUELO MACK: This week on WEALTHTRACK, Financial Thought Leader Jason Trennert and his team at Strategas Reserch Partners mix investment formulas to profit by including TINA, the Thrifty Fifty and the New Sovereigns. What he is cooking up now is next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. Despite the fact that we have had an almost uninterrupted bull market for the last six years investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Since the March 2009 market bottom bond mutual funds and ETFs have experienced net

PREMIUM: TRENNERT

October 7, 2015

Unappreciated Bull Market

Despite the fact that we have had an almost uninterrupted bull market for the last 6 years, investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Are the best years of the bull market now behind us? Are equity markets becoming too volatile and risky to navigate safely?  This week’s guest doesn’t think so. Financial Thought Leader, Jason Trennert, Chief Investment Strategist of Strategas Research Partners explains why US stocks are still a good deal for investors.

GAFFNEY: CONTRARIAN BOND INVESTING TRANSCRIPT

October 2, 2015

CONSUELO MACK: This week on WEALTHTRACK, a contrarian forecast from Eaton Vance bond star Kathleen Gaffney who sees a brighter outlook in China, the U.S. and much of the world and is finding unusual bargains in battered areas like energy and commodities. That’s next on Consuelo Mack WEALTHTRACK. Hello and welcome to this edition of WEALTHTRACK, I’m Consuelo Mack. The Federal Reserve’s decision not to raise interest rates in September confounded most of the investment world. After nine years of its unprecedented zero interest rate policy, or ZIRP, as Wall Streeters’ call it, the consensus was it was time to

PREMIUM: GAFFNEY

September 30, 2015

Contrarian Bond Investing

Contrary to most forecasts, award winning portfolio manager Kathleen Gaffney sees a brighter growth outlook in China, the U.S. and much of the world, and is finding unusual bargains in battered areas like energy and commodities. On this week’s WEALTHTRACK, Gaffney explains why she is investing in unpopular places in her Eaton Vance Bond Fund.

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