RECENT PROGRAMS

BURTON MALKIEL WROTE “A RANDOM WALK DOWN WALL STREET” IN ‘73. HAVE HIS VIEWS CHANGED?

July 7, 2017

Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street.
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INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

June 30, 2017

In an exclusive interview, Tocqueville Asset Management’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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CHARITABLE GIVING HIT AN ALL-TIME HIGH.  HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?

June 23, 2017

2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts.
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WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH

June 16, 2017

Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers.

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INVESTMENT LESSONS

June 9, 2017
During Public Television’s pledge season, we are revisiting some popular recent programs. In this WEALTHTRACK exclusive, T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge. Watch the episode again here.

NEW THIS WEEK:

On Friday June 9th the much debated Fiduciary Rule will take partial effect. As The Wall Street Journal reported, despite President Trump’s calls for a re-evaluation, his Labor Secretary, Alexander Acosta gave the “heart of the rule- a best interest standard of care required of stewards of retirement savings” the green light although the rule remains open to review. Read the article here (requires WSJ Subscription).


Supporters of the fiduciary rule say that ensuring that financial advisers act as fiduciaries, putting the interests of their clients first and ahead of their own, is essential. They frequently cite a report put out in 2015 by the Council of Economic Advisers under the Obama Administration which estimated that conflicted investment advice costs Americans an estimated $17 billion a year in retirement savings. Since the fiduciary rule is now partially in effect, at least for the time being, we thought it was worth looking at the report again.

Download the report THE EFFECTS OF CONFLICTED INVESTMENT ADVICE ON RETIREMENT SAVINGS [.pdf]

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