Season 11


August 29, 2014

Great bond investor Kathleen Gaffney says it’s been the quietest summer bond market in her 20 plus years of managing fixed income funds. Is this the proverbial calm before the storm? Have years of low interest rates lulled investors into another false sense of security? Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly. She’ll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios.
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August 22, 2014
As it’s the summer vacation season, we are re-airing a program that was of particular interest to our viewers.  It’s a WEALTHTRACK exclusive with two outstanding value investors – Wally Weitz of the Weitz Funds, and Tom Russo of Gardner Russo & Gardner, together on television for the first time.  

Financial Thought Leader and long-time exclusive WEALTHTRACK guest, Charles Ellis is a legend in the investment consulting business. The founder of Greenwich Associates has been advising public and private institutional investors for over 50 years on their money management firm choices. A few years ago he had what he described as an “aha” moment, the realization that passive investing had become superior to traditional active money management for a host of reasons. He lays out his rationale in “The Rise and Fall of Performance Investing,” recently published in the Financial Analysts Journal. He is sharing it with WEALTHTRACK. Continue Reading »


August 15, 2014
WEALTHTRACK is pre-empted on many public television stations this week because of summer fund raising drives,  if it is pre-empted in your town, you can see it here. However,  we are still keeping our eye on the rising geopolitical tensions around the world and their possible impact on financial markets. Strategas Research Partners recently sent its clients a list of investments which should benefit during times of uncertainty.
wt1106_Jason-Trennert_nameNew this week, Financial Thought Leader and recent WEALTHTRACK guest, Jason Trennert believes investors will pay a premium for what they perceive as higher quality, income-producing stocks during times of rising geopolitical tensions. Trennert and his team at Strategas Research Partners have identified a number of S&P 1500 stocks with two characteristics: dividend yields higher than that on the 10-year Treasury note and earnings with compound annual growth rates (CAGR) greater than 10%. Trennert has shared the names of 10 of the companies with WEALTHTRACK. This is proprietary information usually only given to Strategas clients. Continue Reading »


August 8, 2014
As it’s the summer fund raising season on public television, this week we are revisiting an interview with two top personal finance journalists, both now at The Wall Street Journal. Jonathan Clements and Jason Zweig tackle the three greatest financial challenges facing Americans. Watch the episode here.
New this week, we are sharing some interesting research on retirement savings. It’s from a recent T. Rowe Price survey which found that recent retirees with 401 (k)s feel on track meeting their financial goals. Some of their key findings are that retirees are living on less – on average, around 66% of their pre-retirement income. However, nearly 60% report that are living as well or better than when they were working. Almost 90% are reasonably satisfied with retirement so far and most think that are better off compared with how their parents fared in retirement. Continue Reading »


August 1, 2014

How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain. Continue Reading »

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