RECENT PROGRAMS

BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE

November 1, 2019

Socially responsible investing has taken off and interest in it is accelerating. As we’ve reported before on WEALTHTRACK, U.S assets invested in companies screened for ESG, or their environmental, social and governance policies grew 38% from 2016-2018 by more than $3 trillion to $12 trillion dollars. According to U.S. SIF, or the Forum for Sustainable and Responsible Investment, which tracks these funds, that $12 trillion represents 26%, or one in four dollars of the $46.6 trillion of U.S. assets under professional management.
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POLITICAL & ECONOMIC PRESSURES ON OIL & GAS STOCKS. INDUSTRY VETERAN TOM PETRIE’S REALITY CHECK

October 25, 2019

If you were to follow legendary investor Sir John Templeton’s advice to buy where there is maximum pessimism it might lead you to energy stocks. The energy sector has lagged the S&P 500 since 2016 and has been one of the worst if not the worst-performing industry sectors over the last year.
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IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER

October 18, 2019

China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out.

Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy?

With us this week to discuss the risks and opportunities are Idanna Appio, Senior Sovereign Analyst on the Global Value Team of First Eagle Investment Management.
Tiffany Hsiao is a Portfolio Manager at Matthews Asia, one of the first fund families to specialize in the region.
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GROWTH STOCKS WITH DOWNSIDE PROTECTION

October 11, 2019

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other post World War II recoveries.

That growth is now being challenged on several fronts – enough to derail the U.S. economy and the record-breaking bull market in large-cap stocks?
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AVOIDING COSTLY MEDICARE MISTAKES WITH MEDICARE EXPERT DR. KATY VOTAVA

October 4, 2019

Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard because many are on a fixed income and they utilize health care more.

But Medicare is not a slam dunk, anything but. Continue Reading »

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