Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP. As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory […]
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TRENNERT: THOUGHT INFLUENCERS
THOUGHT INFLUENCERS Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics. Watch the related WEALTHTRACK episode.
NADEL: DRAMATIC LESSONS
DRAMATIC LESSONS Top performing international fund manager David Nadel learned the power of recurring cash flows early. His Dad, Warren Nadel was a dentist by profession but a successful songwriter, guitarist, and singer in his spare time. Under his stage name, Randy Starr, Dr. Nadel wrote a number of top ten hits for Elvis and […]
YARDENI: SIGN OF THE TIMES
One of the perks of reading the weekly research of influential strategist and economist Ed Yardeni is his weekly movie reviews. What started as an incidental add-on has become an eagerly anticipated feature. Watch the related WEALTHTRACK episode.
HATHAWAY: GOLD WILDERNESS
John Hathaway has been managing the Tocqueville Gold fund since its inception in 1998. With gold out of favor for much of the last decade it’s been a lonely ride. Watch the related WEALTHTRACK episode.
SWAN: ACCEPTING RISK
Two decades ago Randy Swan left his suits and career security at a major accounting firm to start up Swan Global Investments, taking on career risk to help investors better manage market risk. Watch the related WEALTHTRACK episode.