POLITICAL NERVE Financial thought leader and historian James Grant believes there are economic reasons behind the unexpected appeal of presidential candidates Donald Trump and Bernie Sanders. He explains why they have touched a popular nerve. Grant also shares an insightful article he wrote about Trump in 1990 when Trump’s real estate business was under serious […]
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FRANKLIN: SOCIAL SECURITY BENEFITS
Award winning personal finance journalist Mary Beth Franklin has become a sought after expert on maximizing Social Security benefits. A certified financial planner and author of the eBook, “Maximizing Your Social Security Retirement Benefits”, she explains how she transitioned from personal finance generalist to Social Security guru. Watch the related WEALTHTRACK episode.
BITCOIN POTENTIAL
Five-star fund manager, Brian Singer invests in multiple asset classes around the globe, including currencies in his William Blair Macro Allocation fund. It turns out he is fascinated by the virtual currency, Bitcoin as well as blockchain encryption, the technology behind it. Watch the related WEALTHTRACK episode.
RYON: PUERTO RICO’S PROBLEMS
How did Puerto Rico, the 3rd largest issuer of municipal debt in the U.S. get into the situation where it cannot pay its bills or meet its debt obligations? Thornburg Investment Management’s 5 star municipal bond fund manager, Christopher Ryon gives us the low down. Watch the related WEALTHTRACK episode.
FRIDSON: INCOME VARIETY
For year Martin Fridson was considered to be the guru of high yield bonds, an area he became a specialist in as a bond analyst and strategist at major Wall Street firms. However in 2013 he launched a new wealth management firm specializing in income investing from a wide variety of sources. Why did he […]
DOLL: SPIRITUAL GIVING
Nuveen Asset Management’s high profile Chief Equity Strategist and Senior Portfolio Manager Robert Doll has always been known for his prodigious energy and productivity. Where does he direct it in his personal life when he is not investing? Watch the related WEALTHTRACK episode.