SUMMER ENERGY Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch. Watch the related WEALTHTRACK episode.
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NORLEY & DI RE: CHARITABLE DIFFERENCE
NORLEY: CHARITABLE DIFFERENCE Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition. DI RE: PERSONAL ADVICE EY’s Elda Di Re advises ultra- high net worth individuals, such as […]
ROGERS: TECH BOYCOTT
TECH BOYCOTT Ariel Investments’ Founder and CEO, John Rogers is one of only six portfolio managers who have run the same mutual fund for more than 30 years and one of very few who has beaten the market in the process. But that’s not the only characteristic that sets him apart. He has also never […]
KLINGELHOFER & VENDITTI: ACTIVE ADVANTAGE BONDS?
ACTIVE ADVANTAGE BONDS? Massive amounts of money are flowing into passive index funds but in a recent report bond giant, PIMCO says bonds are different and that active management has an advantage. Find out more here. Watch the related WEALTHTRACK episode.
LAZAR: NEW, SMARTER CONSUMER?
NEW, SMARTER CONSUMER? Top ranked economist Nancy Lazar is known for spotting emerging macro trends. She recently identified a lasting change in consumer behavior. Is there a new smarter consumer? Watch the related WEALTHTRACK episode.
GARDNER: FINANCIAL AUTOMATION
FINANCIAL AUTOMATION Tom Gardner was a pioneer in offering investment advice online with The Motley Fool. He is now predicting the future of financial advice overall will come from apps not humans and he says that future is upon us. Watch the related WEALTHTRACK episode.
