Jonathan Pond spent over two decades hosting financial planning specials on public television, all the while refining his online financial planning tool, Smart planner which was offered as a fund raising premium to viewers. This year, Pond is making Smart Planner available to all Americans for a modest fee of $40.00. We asked him to […]
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SARGEN: DIFFERENT PERSPECTIVE
Last year, veteran international economist and investment strategist Nicholas Sargen stepped back from his full time, 11 year stint as Chief Investment Officer at Fort Washington Investment Advisors to become the firm’s Chief Economist and Senior Investment Advisor. Prior to that Sargen had worked in top investment positions at major firms including JPMorgan Chase and […]
EVEILLARD: RETIREMENT PERSPECTIVE
Although still Senior Advisor at the First Eagle funds, legendary value investor, Jean-Marie Eveillard gave up active portfolio management at the firm back in 2009. Has his perspective about investing changed at all in retirement? Watch the related WEALTHTRACK episode.
LUND: CAREER CALLING
Jack Lund, the CEO of the YMCA of Greater New York, the largest and oldest Y in the country has spent his 40 year career at various Ys around the country. He describes how he became a Y lifer. Watch the related WEALTHTRACK episode.
BERNSTEIN: JOB SWITCH
How did Jed Bernstein, former Tony Award winning Broadway producer come to be the President of Lincoln Center, the world’s largest performing arts center? It was a career path that started at an early age. Watch the related WEALTHTRACK episode.
ELLIS: RETIREMENT RESPONSIBILITY
Charles Ellis is a legend in the investment field for several reasons. He was the founder and longtime head of top international investment consulting firm, Greenwich Associates. He has advised both for profit and not for profit institutions including corporations, universities, pension funds and governments, as well as high net worth individuals on their investment […]
