MAXIMIZING SOCIAL SECURITY Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social […]
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HOUGAN: ETF WAVE
ETF WAVE How did Matt Hougan identify exchange traded funds as the wave of the future long before they became a booming investment industry? Watch the related WEALTHTRACK episode.
MILLER: WORLD CLASS BIBLIOPHILE
WORLD CLASS BIBLIOPHILE Legendary investor Bill Miller is known for his stock picking ability and wide ranging intellectual interests, including his long time involvement at the Santa Fe Institute, a think tank specializing in complex systems, where he is now Chairman Emeritus. Always a voracious reader, in recent years he has turned into a serious […]
HOPKINS: RETIREMENT INCOME PLANNING
RETIREMENT INCOME PLANNING Professor Jamie Hopkins is considered to be one of the leading experts on retirement income planning in the country. He was one of the creators of the curriculum for the RICP, or Retirement Income Certified Professional designation for financial advisors taught at The American College of Financial Services. How did such a […]
ROGERS: ACTIVE RETIREMENT
ACTIVE RETIREMENT Great Investor Brian Rogers joined T. Rowe Price in 1982 in his mid-twenties. 35 years later he is retiring from active management of the firm he led as Chairman and Chief Investment Officer. He explains what is behind his decision and how important the next generation of leadership is. Watch the related WEALTHTRACK […]
ROBERTS: FULL EMPLOYMENT
FULL EMPLOYMENT Mackay Shields’ award winning fund manager, Dan Roberts told WealthTrack that the Trump economic agenda of tax cuts, infrastructure spending and regulatory roll backs is indeed stimulative but is not going to have as big an impact as the bulls believe. A major reason: the state of the labor participation rate. Watch the […]