Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for Morningstar.com, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready.
RECENT PROGRAMS
Michael Mauboussin: Investment Success Which Matters Most? Luck or Skill
Luck versus skill in investing! How much does each matter to investment success? Our guest this week, Financial Thought Leader Michael Mauboussin has written a new book on the topic. Titled The Success Equation: Untangling Skill and Luck In Business, Sports and Investing, its conclusions might surprise you.
Tom Gallagher: Post Election Special
Post-election, a television exclusive with Wall Street’s long time number one ranked Washington analyst. The Scowcroft Group’s Tom Gallagher discusses what the election means for the economy and markets and how it affects your job, taxes and portfolio.
Andy Laperriere & Jeff Applegate: Could The Election Be Any Closer?
With only a handful of days to go before the election, what’s at stake for investors? How big a deal would a second term for President Obama or a first term for President Romney be for the economy and the markets? Top rated Washington analyst, Andy Laperriere and Morgan Stanley’s global Chief Investment Officer, Jeffrey […]
NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE
“Price matters!” Pay too much for the stock of even the greatest company and you can lose money. That’s what Great Investor Bruce Berkowitz, portfolio manager of The Fairholme Fund told WEALTHTRACK recently. This week’s guests couldn’t agree more. They are searching far and wide for the best bargains. They are finding them, not in the U.S. but overseas. Andrew Foster is the Founder and Chief Investment Officer of Seafarer Capital Partners which focuses on companies in emerging markets. David Nadel is the Director of International Research for Royce & Associates where he concentrates on smaller companies.
Steven Romick: Great Investor, Steven Romick, comments on the ’87 Market Crash
A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies.
