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 […]
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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 […]
BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT
BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT “The best investment any of us can ever make is in the lives of others.” Bill and Melinda Gates wrote a message worth sharing with WealthTrack viewers in their annual Bill and Melinda Gates Foundation letter. It is the answer to a letter they received from Warren […]
DREIFUS: SLEEPING COMFORT
SLEEPING COMFORT Great value investor Charlie Dreifus follows an investment rule for himself and recommends the same to others. He calls it: “Investing to your sleeping comfort.” Watch the related WEALTHTRACK episode.
