INDEX FUND CONTRARIAN Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are […]
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WALLACK: PORTFOLIO BUILDER
PORTFOLIO BUILDER How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable. Watch the related WEALTHTRACK episode.
FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY
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 […]
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 […]
