HISTORICAL FICTION A history buff, Mark Yockey is a huge fan of Winston Churchill and a student of the entire World War II period. Among his favorite books are spy novels set in that era. Watch the related WEALTHTRACK episode.
WebExtra
CORTAZZO: MENTORING BENEFITS
MENTORING BENEFITS Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the […]
LIPSKY & SARGEN: FED UNDER PRESSURE
FED UNDER PRESSURE One of President Trump’s many targets for criticism is the Federal Reserve. The White House wants the Fed to cut interest rates to stimulate the economy. Economic thought leaders, John Lipsky, and Nick Sargen weigh in on the administration’s very public lobbying effort. Watch the related WEALTHTRACK episode.
WARD: MODERN PERSPECTIVE
MODERN PERSPECTIVE A common piece of advice is “never do business with friends or family,” the belief being such relationships are problematical from the start. Such is not the case with veteran money manager Howard Ward whose son is now Associate Portfolio Manager of the GAMCO Growth Fund with boss, Mario Gabelli’s blessing. Watch the […]
LAZAR: U.S. MANUFACTURING RENAISSANCE
U.S. MANUFACTURING RENAISSANCE Middle America is Lazar’s favorite “emerging market” Invest in companies benefitting from U.S. manufacturing renaissance Companies doing business or selling to consumers in Middle America Watch the related WEALTHTRACK episode.
HARADA & KHANDUJA
HARADA: LOGICAL CHOICE Christine Harada, an aerospace engineer by training is the president of i(x) investments, a startup focused on venture capital investments in companies making a positive impact on society. She says one led to the other. KHANDUJA: UNEXPECTED OPPORTUNITIES As a portfolio manager Vishal Khanduja was focused largely on obtaining the best risk-adjusted […]
