After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week’s guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run.
Wealthtrack Episodes
SUSTAINABLE INVESTING
During this holiday weekend, on broadcast TV, we take a look back at transforming the world themes. You can watch this episode here.
New this week: It’s a new world of investing for sustainable investing. Younger generations around the world want to both make money and make a difference in the world. The issue is addressed in Morningstar magazine’s “Spotlight.”
SMEAD: HIGH PERFORMANCE FORMULA
Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance.
WATCH NOW…
ROTHMAN: PERSPECTIVE ON CHINA
Understanding China. Is the world’s second largest economy in serious trouble or just experiencing growing pains? Perspective from experienced China hand, Andy Rothman, Investment Strategist at Asia focused mutual fund pioneer, Matthews Asia.
NEW SOCIAL SECURITY RULES
On-air this week, as it’s Pledge season on Public Television, we are revisiting some shows that viewers have requested to see again: How to go the distance in retirement without running out of money.
New online, Congress and the President dropped a bombshell on Social Security recipients recently by unexpectedly eliminating some lucrative claiming strategies. Social Security guru Mary Beth Franklin shares some advice.
MINIMIZE TAXES:MAXIMIZE RETURNS
It’s the beginning of Public Television’s pledge season, so we are revisiting a topic of particular interest to our viewers – retirement!
New this week, an often overlooked strategy to get the most out of your investments is tax efficiency.