NEXT GENERATION MENTORING ClearBridge Investments’ Margaret Vitrano is a top-performing portfolio manager in an industry still dominated by men. She and her Large Cap Growth team have a program to change that. Watch the related WEALTHTRACK episode.
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ROYCE: ORGANIZING PRINCIPLE
ORGANIZING PRINCIPLE Royce Funds’ founder Chuck Royce is not only a legendary investor, managing multiple mutual funds, he is also personally responsible for the restoration and preservation of historically significant houses, hotels, and even towns, as well as being actively involved in museums, universities and numerous other charitable organizations over the years. Watch the related […]
DE LARDEMELLE: OPEN MIND
OPEN MIND The ability to change one’s mind is key to investment success says IVA Chuck de Lardemelle. Watch the related WEALTHTRACK episode.
DOLL: BIBLICAL LEADERSHIP
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
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
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.
