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KESSLER: A SIMPLE CHOICE

July 4, 2014

Great Investor Robert Kessler, CEO of Kessler Investment Advisors has managed portfolios of global government debt for decades. In recent years however he has narrowed his focus to U.S. Treasury debt. He explains why.

Watch the related WEALTHTRACK episode.

GRIFFIN AND TAYLOR: THE LONGEVITY RISK

June 27, 2014

Because the vast majority of women live longer than men a different equation is needed to figure out how to afford retirement. Levels of spending are a key component.

Watch the related WEALTHTRACK episode.

PETRIE: ENERGY RISKS AND REGULATION

June 20, 2014

Financial Thought Leader Tom Petrie has been in the thick of global energy developments and debate for 40 years as an analyst, investment banker and strategist. He believes the energy revolution, the enormous increase in oil and gas supplies brought about by fracking technology is for real. He also says the valid environmental concerns associated with it are recognized by regulators and the energy industry and are manageable, even when done near heavily populated areas.

Watch the related WEALTHTRACK episode.

HASENSTAB: LOOKING IN ALL THE RIGHT PLACES

June 13, 2014

Many global investors research and travel the world aboard the World Wide Web and depend on analysts in faraway places. Templeton Global Bond Fund Portfolio Manager, Michael Hasenstab believes nothing beats being there himself. He explains why he is traveling more than ever. Continue Reading »

BENZ: “THE BUCKET APPROACH” TO RETIREMENT

June 6, 2014

Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order  to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets.  Bucket one is completely liquid and safe to cover near term expenses. Bucket two is intermediate term, high quality bond and balanced funds for peace of mind.  Bucket three is for long-term appreciation. We asked Benz to give us specific recommendations for each bucket. Here are some of her core recommendations. Continue Reading »

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