Season 11

POND: ACHIEVABLE RETIREMENT PLANNING

February 20, 2015

Despite widespread warnings to the contrary, veteran financial planner and investment advisor Jonathan Pond believes no matter what your age or circumstances you can take steps to get your financial house in order and achieve a comfortable retirement. Continue Reading »

SARGEN: FINANCIAL GAME CHANGERS

February 13, 2015

What are the biggest financial game changers of this decade?  The unprecedented cycle of global central bank easing and low interest rates? The dramatic decline in oil prices? Fort Washington Advisors’ Nick Sargen discusses the economic and market moving shifts in energy, inflation and central bank policy – and what they mean for investors. Continue Reading »

EVEILLARD: LEGENDARY VALUE INVESTOR

February 6, 2015

An exclusive interview with legendary value investor Jean-Marie Eveillard, who was named Morningstar’s International Manager of the Year in 2001 and received its first Fund Manager Lifetime Achievement Award in 2003. A self-described value investor for 50 years, he is known for his meticulous stock research, cautious, contrarian views and emphasis on avoiding lasting losses for his shareholders. He’s able to share his personal views on investing, the markets and strategy now that he has retired from active management and is Senior Advisor at First Eagle Funds. Continue Reading »

LUND & BERNSTEIN: CHANGING CHARITY

January 30, 2015

Americans are known for their generosity.  From the earliest days of the republic, charitable giving was an integral part of American culture. That impulse to join together and contribute to the well-being of society is alive and well today.  Over 95% of all U.S. households give to charity. In 2013 Americans gave $335 billion, close to an all-time high.
This week on WEALTHTRACK we take a look at how the world of charitable giving is changing.  Two heads of leading philanthropies, Jed Bernstein of Lincoln Center and Jack Lund of the YMCA of Greater New York discuss how organizations are adapting to new societal needs and donor demands. Continue Reading »

ELLIS: FIXING THE RETIREMENT CRISIS

January 23, 2015

The good news is that Americans are living longer and spending more years in retirement than ever before. However, funding retirement is a fast approaching crisis. On this week’s WEALTHTRACK we have an exclusive interview with Financial Thought Leader and legendary investment consultant, Charles Ellis, who tackles America’s greatest domestic financial challenge in a new book, Falling Short: The Coming Retirement Crisis and What To Do About It. Continue Reading »

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