WealthTrack

The right track to your financial health.

Wealthtrack Episodes

INVESTORS ARE DRIVING EXPENSE RATIOS DOWN

As it’s the pledge fund-raising season on public television, this week we are revisiting a show on an important topic – retirement. 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. This weekend on WEALTHTRACK we have an exclusive interview with Financial Thought Leader and legendary investment consultant, Charles Ellis.

Plus, new this week, research from Morningstar shows that investors are driving fund expenses lower. According to their recent study, 95% of all flows over the past decade have gone into funds in the lowest-cost quintile.

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INVESTMENT BALANCING ACT

As it’s fund-raising season on PBS, this weekend we are revisiting the program with legendary bond trader, Federal Reserve watcher and economist, Paul McCulley. McCulley, former PIMCO portfolio manager, weighs in on the health of the economy, stock and bond markets and the best course for investors.

New this week, we are providing you a link to some interesting global research. With stocks and bonds more expensive than they have been in 90% of market history even institutional investors are feeling conflicted about where to invest.

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RUSSO: LONG-TERM VALUE

A rare interview with great value investor and Warren Buffett student Tom Russo, who invests in iconic brand name companies for the long term. Which global businesses is he most enthused about now?

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COOPER & EADES: ENERGY OPPORTUNITIES

One of the biggest financial stories of the past year was the dramatic decline in oil prices and every asset class connected to them. The drop did more than send prices of energy stocks and bonds tumbling. It also splintered OPEC. Energy analysts Gib Cooper and Chris Eades explain the positives for investors.

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ASNESS: SMART APPROACHES

According to this week’s guest, both stocks and bonds are more expensive now than they have been in 90% of market history. How do you invest if both markets are historically expensive? On this week’s WEALTHTRACK, AQR Capital’s Great Investor and Financial Thought Leader Cliff Asness describes some smart approaches.

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ROBERTS: UNCONSTRAINED FLEXIBILITY

Seeking higher returns and protection against an eventual rise in interest rates, investors have been turning to non-traditional “unconstrained” bond funds. According to Morningstar, nontraditional bond fund assets have more than doubled to a record $151.5 billion last year, from $62.5 billion in 2011.
On this week’s WEALTHTRACK, an exclusive interview with an award winning portfolio manager who is an expert in this field.  Dan Roberts of the five star rated MainStay Unconstrained Bond Fund explains why investment flexibility is so critical in today’s complex markets.

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