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FRANKLIN: SOCIAL SECURITY GURU

July 17, 2015

Veteran journalist Mary Beth Franklin has covered just about every aspect of personal finance and retirement planning in her years at Kiplinger’s and other publications, but in recent years she has narrowed her focus to become an acknowledged expert on social security benefits. She talks about her transition from generalist to expert.

Watch the related WEALTHTRACK episode.

KESSLER: ARTISTIC INVESTMENT

July 10, 2015

In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world.  His job frequently takes him to China where he has found another investment for his personal portfolio.

Watch the related WEALTHTRACK episode.

WINTERS: ACTIVE OPPORTUNITIES

July 3, 2015

How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters.

Watch the related WEALTHTRACK episode.

TUCHMAN: LONG TERM NECESSITY

June 19, 2015

What motivated former software entrepreneur, Mitch Tuchman to get into the investment business and develop an index-based, rebalancing model for retirement accounts? It turns out he had a very personal reason.

Watch the related WEALTHTRACK episode.

RUSSO: BRAND POWER

May 22, 2015

Global value investor Tom Russo learned about the financial power of an international brand at an early age, and in an unlikely place, middle America.

Watch the related WEALTHTRACK episode.

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