DEFENSE OF WALL STREET Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for […]
WebExtra
GAFFNEY: BOND ILLIQUIDITY
BOND ILLIQUIDITY Bond market illiquidity post financial crisis is a concern of many fixed income investors. Eaton Vance Bond Fund’s lead portfolio manager, Kathleen Gaffney explains what it means and how she is handling it. Watch the related WEALTHTRACK episode.
BOTSFORD: CHARITABLE CAUSE
CHARITABLE CAUSE Award winning Financial Planner Erin Botsford isn’t just focusing on the well-being of her clients at The Botsford Group. She and her husband are also spending time and money in Africa. Watch the related WEALTHTRACK episode.
DREIFUS: ON WORRYING
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.” Dreifus is a big believer in the power of compound dividends, which he has put to work in […]
GRANT: POLITICAL NERVE
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 […]
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.