Financial Thought Leaders

ELLIS’ SECRETS TO INVESTMENT SUCCESS

August 9, 2013
During second week of pledge campaigns on public television, WEALTHTRACK is revisiting one of our most informative programs. Charles Ellis discusses what to look for in the firms you place  your trust in. Watch it again.
Continue Reading »

PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER

June 7, 2013

Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us. Continue Reading »

ROBERT SHILLER: REVISITING A CONVERSATION WITH A MARKET BUBBLES EXPERT

June 7, 2013
Public television is still in the midst of pledge weeks and regular programming will be pre-empted in some markets. On this week’s broadcast we are revisiting one of our most popular programs of 2013 so far- a conversation with Financial Thought Leader and renowned Yale economist Robert Shiller. You can watch it again here.

Shiller, the creator of the CAPE ratio and S&P 500/ Case-Shiller Home Prices indices, predicted the bursting of the tech and housing bubbles, and now thinks the bond market is a dangerous place to be. You’ll want to listen again to Shiller’s assessment, as well as which market sectors he thinks have the most value.

Continue Reading »

PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER

June 7, 2013

Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, whom Consuelo has identified as a next generation Financial Thought Leader. She is also sharing three recent “Viewpoints” Asset Allocation & Investment Strategy reports with us on WEB EXTRA.

[bliptv id=”hsM9g5LqbwA”]

reports

Viewpoints: The Great Rotation or Great Frustration? [pdf]

Viewpoints: The Long Tentacles of Quantitative Easing [pdf]

Viewpoints: Don’t Put All Your Eggs in One Basket? [pdf]

 

CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS

May 3, 2013

An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest, and has applied his 50 plus year of experience in his new book,  What it Takes :  Seven Secrets of Success from the World’s Greatest Professional Firms.

Continue Reading »

Back to Top