Season 18

STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN

January 21, 2022

The Covid pandemic has caused many of us to reassess multiple aspects of our lives: where we live and work, how we spend our time and money, and who we spend our time with. It has also had a big impact on retirement planning. According to a comprehensive study, first conducted in 2019 by Edward Jones and Age Wave and updated several times since, there are four pillars to a fulfilling retirement: health, family, purpose, and finances.

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RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS

January 14, 2022

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.” 

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INVESTMENT LEGEND BILL MILLER HAS 50% OF HIS PERSONAL PORTFOLIO IN BITCOIN & RELATED INVESTMENTS

January 7, 2022

Part 2 of 2

Legendary value investor Bill Miller is betting big on bitcoin. The digital currency and some related crypto investments now account for half of his personal investment portfolio. In part two of our interview with Miller, he discusses his rationale for taking such an outsized position, including why he has converted from being a self-described bitcoin “observer” to a bitcoin “bull” and why he is adding to his holdings when the currency has big declines. 

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GREAT VALUE INVESTOR BILL MILLER DISCUSSES HIS CORE HOLDING WINNERS AND RECENT PROMISING ADDITIONS

December 17, 2021

Part 1 of 2

Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding winners and some recent promising additions to his legendary portfolio.

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WALL STREET LEGEND ED HYMAN DESCRIBES THE POWERFUL FORCES DRIVING RECORD ECONOMIC GROWTH INTO 2022

December 10, 2021

Since WEALTHTRACK’s inception, it’s been an annual tradition to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an unrivaled forty-one years.  

Hyman is a Wall Street legend known for his comprehensive, yet succinct daily bullet point reports on the economy covering multiple data points including his team’s proprietary company surveys covering a wide range of businesses.  

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