Great Investor Robert Kessler, CEO of Kessler Investment Advisors has managed portfolios of global government debt for decades. In recent years however he has narrowed his focus to U.S. Treasury debt. He explains why. Watch the related WEALTHTRACK episode.
WebExtra
GRIFFIN AND TAYLOR: THE LONGEVITY RISK
Because the vast majority of women live longer than men a different equation is needed to figure out how to afford retirement. Levels of spending are a key component. Watch the related WEALTHTRACK episode.
PETRIE: ENERGY RISKS AND REGULATION
Financial Thought Leader Tom Petrie has been in the thick of global energy developments and debate for 40 years as an analyst, investment banker and strategist. He believes the energy revolution, the enormous increase in oil and gas supplies brought about by fracking technology is for real. He also says the valid environmental concerns associated […]
HASENSTAB: LOOKING IN ALL THE RIGHT PLACES
Many global investors research and travel the world aboard the World Wide Web and depend on analysts in faraway places. Templeton Global Bond Fund Portfolio Manager, Michael Hasenstab believes nothing beats being there himself. He explains why he is traveling more than ever.
BENZ: “THE BUCKET APPROACH” TO RETIREMENT
Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets. Bucket one is completely […]
STEVEN ROMICK: NO FALSE PROMISES
Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year, is known for his outspoken and contrarian views. In a recent quarterly letter to shareholders he told them if they believe the market is going to continue to go up, they would be better served having their capital with a manager who is more […]
