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DOLL: BIBLICAL LEADERSHIP

September 13, 2019

BIBLICAL LEADERSHIP

Influential strategist Bob Doll recommends leadership lessons from an Old Testament giant.

David A Man Of Passion And Destiny

Watch the related WEALTHTRACK episode.

FRANKLIN: SOCIAL SECURITY RULES FOR SINGLES

August 9, 2019

SOCIAL SECURITY RULES FOR SINGLES

Benefits guru Mary Beth Franklin explains why the claiming rules for Social Security can be different if you are single.

Watch the related WEALTHTRACK episode.

MILLER III & IV: INVESTMENT INFLUENCE

August 4, 2019

MILLER III & IV: INVESTMENT INFLUENCE

Which books have had the greatest influence on the careers of legendary value investor Bill Miller and his co-portfolio manager son, Bill Miller IV? Those chosen include one in common and a few differences.

Watch the related WEALTHTRACK episode.

DIMELLA: FLIGHT PLAN

July 12, 2019

FLIGHT PLAN

The award-winning municipal bond fund manager, Robert DiMella has his pilot’s license and flies regularly in his spare time. He says there’s a connection between flying and running multi-billion dollar bond portfolios.

Watch the related WEALTHTRACK episode.

MCLEMORE: INVESTMENT WISDOM

July 5, 2019

MCLEMORE: INVESTMENT WISDOM

Miller Opportunity Trust’s Co-Portfolio Manager Samantha McLemore has been trained by legendary value investor Bill Miller since graduating from college. We asked her to recommend some of her favorite outside sources of investment wisdom.

Watch the related WEALTHTRACK episode.

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