RECENT PROGRAMS
MARKET-BEATING RETURNS WITH NEXT GENERATION INVESTOR SAMANTHA MCLEMORE
NEW THIS WEEK: We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working alongside today’s investment greats.
As part of that series, we are doing one on one podcasts with the less well known, but deserving partners.
Our guest this week is Samantha McLemore, Portfolio Manager at Miller Value Partners, who has been working with legendary investor Bill Miller since graduating from college in 2002.
SAMANTHA MCLEMORE
- Co-Portfolio manager,
- Miller Opportunity Trust
From the WEALTHTRACK Archives: More from Mark Cortazzo
IF YOU’VE WON THE GAME, STOP PLAYING
NEW THIS WEEK… Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s Christine Benz and Jeff Ptak in their new podcast series “The Long View” which they are sharing with us on WEALTHTRACK this week.
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MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY
Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.
The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record.
One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.
The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.
On this week’s program, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.
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MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
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51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN
Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance.
The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the U.S. is controlled by women – an estimated $22 trillion worth.
That number is expected to jump by 30% percent to nearly $29 trillion over the next 40 years as intergenerational wealth is handed over. Women are the key financial decision makers: 96% of women have a primary or shared responsibility for family financial decisions, yet there is a gap in how women view and handle money.
Women score lower than men on financial literacy tests, and women invest less – by one study 40% less.
Yie-Hsin Hung, is determined to change this dynamic and she is in a position to do that.
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