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BENZ: UNMET LONG-TERM NEED

December 7, 2018

UNMET LONG-TERM NEED

In her role as Morningstar’s Director of Personal Finance Christine Benz tackles the major problems facing retirees. One of the biggest is the cost of long-term health care.


Watch the related WEALTHTRACK episode.

AMODEO: LEADERSHIP PRINCIPLES

November 2, 2018

LEADERSHIP PRINCIPLES

Veteran municipal bond manager and Western Asset Management’s Municipals team leader Robert Amodeo reads 2-3 hours a day to hone his knowledge and leadership skills. He shares two of his favorite recent books.

Watch the related WEALTHTRACK episode.

HEADLEY: NEXT CHAPTER

October 26, 2018

NEXT CHAPTER

Transitioning from active firm and portfolio management duties to Chairman of the Board is presenting a new set of challenges and opportunities to Mark Headley. He discusses the next chapter.

Watch the related WEALTHTRACK episode.

GRANT ON BAGEHOT: LASTING INFLUENCE

October 19, 2018

BAGEHOT: LASTING INFLUENCE

James Grant, the author of several books including biographies of Bernard Baruch and John Adams just finished one on Walter Bagehot, one of the most influential journalists of the Victorian era. Bagehot, editor of The Economist was himself an economist and expert on central banks. He became famous for his Bagehot’s rule which has been summarized as calling for central banks in times of financial crisis to: “lend without limit, to solvent firms, against good collateral, at ‘high rates’.”  Grant’s “The Life of Walter Bagehot” will be published next year.   

Watch the related WEALTHTRACK episode.

GRANT & ZWEIG: ENLIGHTENING LITERATURE

October 12, 2018

ENLIGHTENING LITERATURE

Highly respected journalists and Financial Thought Leaders, James Grant and Jason Zweig each share a recently read book which has expanded their knowledge and perspective.

Watch the related WEALTHTRACK episode.

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