What does FPA Crescent Fund’s Steven Romick love about his job 30 years in?
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CORTAZZO: PLANNING FOR THE FUTURE
Award-winning financial advisor Mark Cortazzo highly recommends reading Your Future Self: How to Make Tomorrow Better Today by Hal Hershfield to better understand and plan for your future emotionally, physically, and financially
DiMELLA: RECHARGING BATTERIES
Bob DiMella, a leading expert on tax-free municipal income, explains why he recently moved to California, the state with the highest individual income tax rate in the country.
KINNEL: MOST INSPIRING INVESTOR
In his job overseeing Morningstar’s mutual fund research over the years, Russ Kinnel has met the giants in the industry. One person who stands out as the most inspiring is Vanguard’s founder John “Jack” Bogle.
LIPPERT: IN THE GAME
Michael Lippert talks about what he loves most about his job and its constant intellectual challenges, especially in the new AI age.
O’REILLY: RECHARGING BATTERIES
Running the world’s largest mutual fund requires non-stop oversight and trading every work day for Portfolio Manager Gerry O’Reilly and his team at Vanguard’s Total Stock Market Index Fund. He shares his daily routine to recharge his batteries.
