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CORTAZZO – PANDEMIC EXPERIENCE BENEFITS

October 23, 2020

PANDEMIC EXPERIENCE BENEFITS

The pandemic induced isolation has had some unexpected benefits for top-rated financial planner Mark Cortazzo. Continue Reading »

KETTERER – PROFESSIONAL PANDEMIC CHALLENGE

October 16, 2020

PROFESSIONAL PANDEMIC CHALLENGE

Causeway Capital’s Sarah Ketterer finds there is no substitute for in-person interactions with colleagues and clients.

Watch the related WEALTHTRACK episode.

LAZAR – PERMANENT PANDEMIC CHANGES

October 9, 2020

PERMANENT PANDEMIC CHANGES

Top-rated economist Nancy Lazar says the pandemic will lead to some permanent changes in her professional and personal life.

Watch the related WEALTHTRACK episode.

YARDENI – FINDING TIME

October 2, 2020

FINDING TIME

As part of his day job as head of his global investment strategy firm, Yardeni Research, Ed Yardeni generates two comprehensive research reports daily. Yet in the last three years he has also managed to publish two books, his professional autobiography, Predicting the Markets, and recently, Fed Watching for Fun & Profit. We asked him how he found the time.

Watch the related WEALTHTRACK episode.

SPENCER: POWERFUL PSYCHOLOGY

September 25, 2020

POWERFUL PSYCHOLOGY

Joshua Spencer has an outstanding track record at T. Rowe Price, first at the helm of its Global Technology Fund and more recently as the lead portfolio manager of its legendary New Horizons Fund. He tells us his psychology studies in college have helped him be a better investor.

Watch the related WEALTHTRACK episode.

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