SAVINGS PSYCHOLOGY PhD economist Brigitte Madrian realized early on that understanding the psychology of saving would lead to better results. RETIREMENT SOLUTIONS State Street Global Advisor’s Fredrik Axsater has devoted most of his professional career to finding solutions to the financial challenges of retirement. It’s a commitment that began with a then retirement innovation, target […]
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CONTRARIAN TREASURES
On this week’s show an exclusive interview with a contrarian who has been correct on interest rates and the value of U.S. Treasury bonds for years, Kessler Investment Advisors’ Robert Kessler. Watch the related WEALTHTRACK episode.
ELLIS: GLOBAL PERSPECTIVE
GLOBAL PERSPECTIVE Legendary financial thought leader Charles Ellis has traveled all over the world in his role as investment consultant to firms, governments and institutions in his fifty plus year career. It’s an experience that has significantly influenced his professional and personal perspective. Watch the related WEALTHTRACK episode.
CUCCHIARO: DAD’S INFLUENCE & ELECTION IMPACT
DAD’S INFLUENCE 3EDGE Asset Management’s Founder, President and Chief Investment Officer, Stephen Cucchiaro is a professional investor but it was his amateur investor Dad who first made him aware of WealthTrack. ELECTION IMPACT? Plus, as we count down to the presidential election we are asking each of our guests for their views on the election […]
HALLETT: HOMING INSTINCT
HOMING INSTINCT Harding Loevner’s Chief Investment Officer, Simon Hallett has lived in the U.S. for more than a quarter of a century but in recent years he has found himself drawn back to the country of his birth and specifically to the county where he grew up, Devon County, England. Watch the related WEALTHTRACK episode.
CLEMENTS & JAKAB: WEB EXTRA
CLEMENTS: FRUGAL TRADITION Award winning personal finance journalist Jonathan Clements has spent nearly 30 years advising readers about the virtues of saving and frugality. Author of six personal finance books, his latest, How to Think About Money encapsulates this personal and professional philosophy. It’s a guiding principal that began with a Clements’ family story. JAKAB: CAREER SWITCH Spencer […]