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# WealthTrack

The right track to your financial health.

## Sitemaps

- [XML Sitemap](https://wealthtrack.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [In His Own Words: How Gerry O’Reilly Managed the World’s Largest Mutual Fund](https://wealthtrack.com/tribute-to-a-great-investor/) - Great Investor Gerry O’Reilly ran Vanguard’s Total Stock Market Index Fund for 32 years until his untimely death in June. In an earlier interview he explained what it takes to ensure the 4.000 stock portfolio matches its index every single day.
- [Morningstar’s Christine Benz on Achieving Financial Security in Retirement](https://wealthtrack.com/financially-secure-retirement/) - Morningstar’s retirement maven Christine Benz discusses the financial actions retirees can take to achieve financial security outlined in her recent book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
- [Steps to create a rich and meaningful retirement from Christine Benz   ](https://wealthtrack.com/fulfilling-retirement/) - Having a fulfilling retirement involves much more than building financial security. Morningstar’s retirement guru Christine Benz gathered expert advice on the intangibles that make retirement meaningful and happy.
- [Successful Investing Means Protecting Yourself from Self-Defeating Behavior](https://wealthtrack.com/investors-worst-enemy/) - Benjamin Graham learned through experience and observation that investors are their own worst enemy. Jason Zweig, editor of the 75th-anniversary edition of “The Intelligent Investor” explains how Graham’s advice is even more important today.
- [Invaluable Insights from the Latest Edition of "The Intelligent Investor"](https://wealthtrack.com/investing-brilliance/) - Warren Buffett has called “The Intelligent Investor” by Benjamin Graham “the best book on investing ever written.” Jason Zweig, editor of the book’s 75th anniversary edition, explains why its timeless lessons and investing insights are more valuable than ever.
- [The Essence of Superstar Investor David Giroux’s Investment Success](https://wealthtrack.com/essence-of-success/) - Superstar investor David Giroux explains his evolution as an investor, how he is adapting to new market conditions, and the most important thing he has to do to generate exceptional returns at the T. Rowe Price Capital Appreciation Fund.
- [Private Equity Dangers Are Rising Says Financial Thought Leader James Grant](https://wealthtrack.com/private-equity-dangers/) - Financial thought leader James Grant warns about the dangers facing the highly leveraged private equity and private credit markets from higher interest rates and inflation. Of particular concern are large positions in insurance company portfolios.
- [Leading Strategist Jason Trennert on the Powerful Trends Driving Inflation](https://wealthtrack.com/powerful-trends-driving-inflation/) - Leading strategist Jason Trennert identifies AI demand, deglobalization and expansive fiscal and monetary policies as powerful inflationary forces that will determine investment winners and losers for years to come.
- [Superstar Investor David Giroux Finds Opportunities in a Bifurcated Market](https://wealthtrack.com/great-investor-opportunities/) - In the most bifurcated market of his career, superstar investor David Giroux is finding plenty of exciting long-term opportunities for his award-winning T. Rowe Price Capital Appreciation Fund.
- [Choosing a Discipline & Sticking to It Overcomes the Market Noise](https://wealthtrack.com/richard-bernstein-market/) - Award-winning macroeconomic strategist Richard Bernstein looks for situations where profits are improving, liquidity is increasing & investors “hate it” to identify winning market sectors. Dividend-paying international stocks top the list.
- [Must-Do 2026 Financial List with Morningstar’s Christine Benz](https://wealthtrack.com/financial-to-do-list/) - Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.
- [Streamlined Portfolios & Financial Plans That Work for Christine Benz](https://wealthtrack.com/portfolios-and-plans-that-work/) - Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us.
- [The American Financial Revolution That Created the World’s Richest Nation](https://wealthtrack.com/americas-financial-revolution/) - As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history.
- [How to Get a 9% Raise Every Year with Dividend Stocks](https://wealthtrack.com/turbulent-marketplace-clarfeld-podcast/) - Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, hard asset/low obsolescence (HALO) companies with consistent dividend growth averaging 9% a year.
- [Managing Uncertainty With Resilient, Dominant Companies Plus Gold](https://wealthtrack.com/managing-uncertainty-with-matthew-mclennan/) - Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.
- [U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated](https://wealthtrack.com/smallandmidcapstocks/) - It's one of the market’s best-kept secrets. An index of U.S. small- & mid-cap industrial stocks has outperformed the S&P 500 for over a decade. Award-winning strategist Richard Bernstein explains why the winning streak should continue.
- [Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia](https://wealthtrack.com/asia-pivot-with-mark-headley/) - Asia mutual fund pioneer Mark Headley has come out of retirement to rebuild his old firm and reinvest in the region, as well as other emerging markets. Why he believes the time is right to pivot to Asia.
- [GOLD’S MESSAGE](https://wealthtrack.com/golds-message/) - Financial historian James Grant says gold’s impressive rally is flashing a warning signal about the value of U.S. Treasury bonds and the dollar. Why investors should take note.
- [EUROPEAN INVESTMENT RENAISSANCE](https://wealthtrack.com/european-investment-renaissance/) - Award-winning Causeway International Value Fund’s Sarah Ketterer is finding numerous opportunities in Europe, as the continent undergoes an investment renaissance.
- [RUSSO: CHALLENGING TIMES](https://wealthtrack.com/russo-challenging-times/) - Part 1 of 2In a WealthTrack exclusive, global value investor Tom Russo assesses the many macro challenges facing multinational businesses and how his premier brand name companies are responding.
- [How To Make the Cut in Semper Vic Partners’ (Private Funds) Portfolio](https://wealthtrack.com/how-to-make-the-cut-in-semper-vic-partners-private-funds-portfolio/) - Part 2 of 2What does it take to make it into Semper Vic Partners' concentrated portfolio of global brand-name companies? Founder, long-time portfolio manager, and leading value investor Tom Russo identifies the key attributes shared by his sixteen holdings.
- [Jamie Hopkins Reveals a Major Overlooked Risk in Financial Planning](https://wealthtrack.com/jamie-hopkins-reveals-a-major-overlooked-risk-in-financial-planning/) - Financial planning thought leader Jamie Hopkins discusses why digital asset management is one of the biggest overlooked risks in retirement and estate preparation, and the steps we can take to fix it.
- [The Essential Qualities of Great Investors](https://wealthtrack.com/the-essential-qualities-of-great-investors/) - Financial legend Charlie Munger praised William Green’s “Richer, Wiser, Happier” as “one of the best investment books ever written.” In it, Green distills the shared qualities of more than 40 great investors he has interviewed over the years.
- [Life Lessons Great Investors Have Mastered To Stay on Top](https://wealthtrack.com/life-lessons-great-investors-have-mastered-to-stay-on-top/) - William Green, bestselling author of “Richer, Wiser, Happier,” reveals timeless life lessons from the Great Investors he has studied for decades – what to emulate, and what to avoid.
- [Promising Foreign Stocks From Award-Winning Manager Mark Yockey](https://wealthtrack.com/promising-foreign-stocks-from-award-winning-manager-mark-yockey/) - Overseas markets and stocks are staging a comeback after nearly 20 years of trailing their U.S. counterparts. Artisan International Fund’s award-winning Mark Yockey is finding undervalued growth stocks with plenty of room to run.
- [Why International Small & Midcap Stocks Deserve Investor Attention](https://wealthtrack.com/why-international-small-midcap-stocks-deserve-investor-attention/) - International small- and mid-cap stocks offer much higher profitability, income, and business clout than U.S. SMIDs, yet they are underowned by American investors. Invesco’s David Nadel is on a mission to change that.
- [Investment Opportunities Abound for 5-Star Portfolio Manager Mark Yockey](https://wealthtrack.com/investment-opportunities-abound-for-5-star-portfolio-manager-mark-yockey/) - While the number of publicly traded companies in the U.S. is shrinking, the opposite is happening overseas. Artisan International Fund’s award-winning portfolio manager, Mark Yockey, is finding more opportunities than ever in expanding foreign markets.
- [Muni Bonds Are Making a Comeback With Higher Income and Better Finances](https://wealthtrack.com/muni-bonds-are-making-a-comeback-with-higher-income-and-better-finances/) - After a series of challenging years, muni bonds are returning to the “old normal,” with higher income and big price differences between good and poor quality securities. Veteran muni manager Robert DiMella explains why investors can benefit.
- [The State of the AI Investment Boom With Tech Fund Manager Michael Lippert](https://wealthtrack.com/the-state-of-the-ai-investment-boom-with-tech-fund-manager-michael-lippert/) - The AI investment boom is dominating the market. Baron Opportunity Fund’s high-performing manager, Michael Lippert, assesses what’s real, what’s not, and which companies stand to benefit the most.
- [Crypto Is Suddenly Mainstream. Trailblazer Matt Hougan Has the Latest.](https://wealthtrack.com/crypto-is-suddenly-mainstream-trailblazer-matt-hougan-has-the-latest/) - Why has Crypto suddenly gone mainstream, with Harvard, numerous pension funds, and major investors like Ray Dalio and Stan Druckenmiller on board? Crypto ETF pioneer Matt Hougan has the latest and offers advice for navigating this explosive market.
- [David Gardner Shares the “Rule Breaking” Traits of Winning Stocks](https://wealthtrack.com/david-gardner-shares-the-rule-breaking-traits-of-winning-stocks/) - David Gardner’s new book, “Rule Breaker Investing,” is this generation’s version of Peter Lynch’s classic “One Up on Wall Street.” The Motley Fool co-founder shares his six traits of market-beating rule breaker stocks.
- [Why Ed Yardeni’s “Roaring 2020s” Economy & Markets Are Alive and Well](https://wealthtrack.com/roaring-twenties-continue/) - In 2020, influential strategist Ed Yardeni predicted the economy & markets were entering a “Roaring 2020s” decade. So far, he’s proven the naysayers wrong. He explains why the economy should continue to expand and the markets to advance in 2026 and beyond.
- [The Powerful Megatrends Driving the Economy and Markets Higher](https://wealthtrack.com/market-moving-megatrends-2/) - Influential strategist Ed Yardeni’s “Roaring 2020s” theme, which we discussed in our recent interview with him, has worked for six years. This week, he identifies the megatrends that will continue to drive the economy and markets higher.
- [Last Advice From Revered Personal Finance Columnist Jonathan Clements](https://wealthtrack.com/parting-financial-advice-2/) - Parting advice from cherished personal finance columnist Jonathan Clements. The final actions he took battling terminal cancer.
- [Charles Ellis Identifies the "Great American Investments" That Define America](https://wealthtrack.com/charles-ellis-identifies-the-great-american-investments-that-define-america/) - Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Ellis discusses his soon-to-be-published book, "Great American Investments."
- [Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix](https://wealthtrack.com/innovative-indexing/) - Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?
- [BIG DECLINES ARE NORMAL AND CRYPTO’S POTENTIAL IS ON TRACK SAYS BITWISE’S CIO MATT HOUGAN](https://wealthtrack.com/big-declines-are-normal-and-cryptos-potential-is-on-track-says-bitwises-cio-matt-hougan/) - Crypto expert Matt Hougan explains that big declines in bitcoin and other crypto assets are par for the course in this emerging technology but they don’t detract from its enormous potential as an industry and investment. WATCH NOW…
- [The Art of Investing with Giverny Capital Founder François Rochon](https://wealthtrack.com/the-art-of-investing-with-giverny-capital-founder-francois-rochon/) - In a rare interview, legendary investor François Rochon takes us through his process of finding a select group of high-quality companies with sustainable competitive advantages to hold for the long term.
- [Buying by Corporate Insiders Can Mean Excess Returns for a Stock](https://wealthtrack.com/buying-by-corporate-insiders-can-mean-excess-returns-for-a-stock/) - Legendary value firm Tweedy, Browne recently launched a new ETF focused on undervalued companies with buying by corporate insiders. Managing Director John Spears explains why insider buying can be a strong indicator of future excess returns.
- [Alternative Investments: What They Do and Don’t Do for Your Retirement Plan](https://wealthtrack.com/alternative-investments-what-they-do-and-dont-do-for-your-retirement-plan/) - Jane Buchan, an alternative investments expert and investor, now chairs the industry’s standards board. She explains the different types of alternative investments, how they work, and what they can and cannot do in individual retirement accounts.
- [TOP RATED FUND MANAGER DAVID NADEL ON THE SURPRISING TREASURES TO BE FOUND IN INTERNATIONAL SMALL CAP STOCKS](https://wealthtrack.com/top-rated-fund-manager-david-nadel-on-the-surprising-treasures-to-be-found-in-international-small-cap-stocks/) - The competitive advantages of international small company stocks with David Nadel, award-winning lead portfolio manager, Royce International Premier Fund. WATCH NOW…
- [MAKE SURE YOU ARE TRULY DIVERSIFIED](https://wealthtrack.com/make-sure-you-are-truly-diversified/) - MAKE SURE YOU ARE TRULY DIVERSIFIED Not truly diversified until you own something that makes you uncomfortable Uncomfortable usually means: unpopular, underperforming and cheap “Uncomfortable” assets today include: Value stocks Emerging markets stocks and bonds
- [CRACKING THE BARRON'S LIST: TRAITS SHARED BY TOP 100 WOMEN IN U.S. FINANCE](https://wealthtrack.com/cracking-the-barrons-list-traits-shared-by-top-100-women-in-u-s-finance/) - What does it take to make it on the Barron’s list of the 100 Most Influential Women in U.S. Finance? What do these women have in common?
- [TEARING DOWN THE PINK WALL: CAREER ADVICE FROM 3 “INFLUENTIAL WOMEN IN FINANCE”](https://wealthtrack.com/tearing-down-the-pink-wall-career-advice-from-3-influential-women-in-finance/) - Valuable career advice from three of the top women in the financial world, all members of Barron’s 100 Most Influential Women in U.S. Finance.
- [CAREER ADVICE AND PERSPECTIVES FROM THREE HIGH-RANKING WOMEN IN FINANCE ON MAKING IT TO THE TOP ](https://wealthtrack.com/career-advice-and-perspectives-from-three-high-ranking-women-in-finance-on-making-it-to-the-top/) - Three powerful women in finance share their personal journeys on reaching the top echelons of money management and give advice on what it takes, how to succeed and lessons learned.
- [STRATEGIST JEFF SCHULZE EXPLAINS WHY THE SLOWING ECONOMY CAN COEXIST WITH A RALLYING STOCK MARKET](https://wealthtrack.com/strategist-jeff-schulze-explains-why-the-slowing-economy-can-coexist-with-a-rallying-stock-market-2/) - ClearBridge strategist Jeff Schulze discusses why the U.S. economy has not slipped into recession and the stock market continues to rally.
- [FERGUSON: ECONOMIC DAMAGE](https://wealthtrack.com/risk-management-2/) - Part 1 of 2Buckle your seatbelts! Renowned historian Niall Ferguson warns tariff uncertainty is cascading through the economy and will eventually hit the markets.
- [AMERICAN DOMINANCE CHALLENGED](https://wealthtrack.com/american-dominance-challenged/) - Part 2 of 2In Part 2 of our interview with renowned historian Niall Ferguson, we discuss the new challenges facing America’s economic and military dominance, as well as what they mean for investors.
- [FAIRHOLME FUNDS’ BRUCE BERKOWITZ’ DEEP VALUE, CONTRARIAN APPROACH THAT’S STILL BEATING THE MARKET](https://wealthtrack.com/fairholme-funds-bruce-berkowitz-deep-value-contrarian-approach-thats-still-beating-the-market/) - In an exclusive interview, legendary portfolio manager Bruce Berkowitz shares the highs and lows of his deep value, contrarian approach and why 82% of the Fairholme Fund is now invested in one stock.
- [BEST MUTUAL FUND CHOICES FROM  MORNINGSTAR’S FUND MAVEN, RUSSEL KINNEL](https://wealthtrack.com/best-mutual-fund-choices-from-morningstars-fund-maven-russel-kinnel/) - Morningstar’s long-time mutual fund maven, Russ Kinnel shares his top criteria for choosing the best mutual funds, which ones make the cut, and his own personal portfolio picks.
- [ANDREW FOSTER IS FINDING  UNDERVALUED, HIGH QUALITY, MARKET LEADING COMPANIES IN EMERGING MARKETS](https://wealthtrack.com/andrew-foster-is-finding-undervalued-high-quality-market-leading-companies-in-emerging-markets/) - Seafarer Overseas Funds’ top ranked portfolio manager Andrew Foster says the emerging markets growth story is over but there are undervalued, high quality companies to be found that are regional and global leaders.
- [A NEW MARKET ERA REQUIRES DIFFERENT STRATEGIES. SÉBASTIEN PAGE DESCRIBES HIS UPDATED APPROACH](https://wealthtrack.com/a-new-market-era-requires-different-strategies-sebastien-page-describes-his-updated-approach/) - Asset allocation and portfolio diversification thought leader Sébastien Page describes the changes he is making to T. Rowe Price’s target-date portfolios for the new market regime.
- [FINANCIAL THOUGHT LEADER JAMES GRANT ON THE INVESTMENT RAMIFICATIONS OF THE NEW ERA OF HIGHER INTEREST RATES](https://wealthtrack.com/financial-thought-leader-james-grant-on-the-investment-ramifications-of-the-new-era-of-higher-interest-rates/) - Part 1 of 2: Financial thought leader James Grant on the investment ramifications of the new era of higher interest rates.
- [FINANCIAL THOUGHT LEADER JAMES  GRANT SHARES FOUR DECADES OF INVESTMENT WISDOM AND INSIGHTS](https://wealthtrack.com/financial-thought-leader-james-grant-shares-four-decades-of-investment-wisdom-and-insights/) - Part 2 of 2: As Grant’s Interest Rate Observer marks its 40th anniversary, founder and editor James Grant shares his insights on the Fed, markets, and successful investors.
- [AI COULD BE THE BIGGEST PRODUCTIVITY ENHANCER SINCE ELECTRICITY, SAYS T. ROWE PRICE’S DOMINIC RIZZO](https://wealthtrack.com/ai-could-be-the-biggest-productivity-enhancer-since-electricity-says-t-rowe-prices-dominic-rizzo/) - Since taking over T. Rowe Price’s Global Technology Fund Dom Rizzo has outperformed his competitors and market benchmarks. He explains why AI was and will be a major emphasis.
- [Warren Buffett’s Investment Evolution. What’s Changed, What Hasn’t Over Five Decades](https://wealthtrack.com/warren-buffetts-investment-evolution-whats-changed-what-hasnt-over-five-decades/) - In editing, collating, and compiling The Essays of Warren Buffett for 30 years, Larry Cunningham has developed an in-depth understanding of the Oracle of Omaha’s investment thinking.
- [What Will Change, What Won’t If Warren Buffet Is No Longer At Berkshire Hathaway?](https://wealthtrack.com/what-will-change-what-wont-if-warren-buffet-is-no-longer-at-berkshire-hathaway/) - Berkshire Beyond Buffett author Larry Cunningham has become an expert on Warren Buffett’s thinking and Berkshire Hathaway’s culture and businesses over the last 30 years. He shares his analysis of what will change and what won’t when Buffett leaves the scene.
- [Strategist Richard Bernstein on successful investment themes of the past and his favorite one now](https://wealthtrack.com/strategist-richard-bernstein-on-successful-investment-themes-of-the-past-and-his-favorite-one-now/) - Part 1 of 2 Influential strategist Richard Bernstein reflects on the most successful investment themes of the last 20 years and why deglobalization and the concomitant reindustrialization of America is his number one theme now.
- [FIVE-STAR FUND MANAGER, MATTHEW MCLENNAN DISCUSSES THE MULTIPLE RISKS FACING “COMPLACENT” MARKETS](https://wealthtrack.com/five-star-fund-manager-matthew-mclennan-discusses-the-multiple-risks-facing-complacent-markets/) - Leading global fund manager, Matthew McLennan discusses the multiple risks facing “complacent” markets and his strategies to navigate them at First Eagle.
- [TOP RANKED REAL ESTATE FUND  MANAGER JEFF KOLITCH EXPLAINS WHY RESIDENTIAL REAL ESTATE IS IN A LONG-TERM UPTREND](https://wealthtrack.com/top-ranked-real-estate-fund-manager-jeff-kolitch-explains-why-residential-real-estate-is-in-a-long-term-uptrend/) - Part 2 of 2 Strong demand and limited supply have created long-term opportunities in residential real estate. Top ranked Baron Real Estate Fund manager, Jeff Kolitch shares his highest conviction investments.
- [PIMCO’S DAN IVASCYN ON WHY BOND RETURNS ARE THE MOST ATTRACTIVE IN YEARS, RIVALING STOCKS AND CASH](https://wealthtrack.com/pimcos-dan-ivascyn-on-why-bond-returns-are-the-most-attractive-in-years-rivaling-stocks-and-cash/) - PIMCO’S Group Chief Investment Officer Dan Ivascyn also runs the world’s largest actively managed bond fund, PIMCO Income. He says bond returns are the most attractive they have been in years and even rival stocks.
- [WITH CONSUMERS UNDER INCREASING FINANCIAL PRESSURE, LEADING ECONOMIST NANCY LAZAR SEES RECESSION LOOMING](https://wealthtrack.com/with-consumers-under-increasing-financial-pressure-leading-economist-nancy-lazar-sees-recession-looming/) - Leading Wall Street economist Nancy Lazar says 19 states are already in recession as consumer debt levels rise and confidence declines.
- [INVESTING IN A HIGH RISK WORLD](https://wealthtrack.com/investing-in-a-high-risk-world/) - First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world.
- [EXPENSIVE MARKET](https://wealthtrack.com/expensive-market/) - Part 1 of 2Veteran strategist and fund manager Bob Doll on investing in what he calls a “high risk, momentum-driven bull market.”
- [DYNAMIC MARKET INVESTING](https://wealthtrack.com/dynamic-market-investing/) - Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career.
- [HOW TO RETIRE: KEY FINANCIAL LESSONS](https://wealthtrack.com/how-to-retire-key-financial-lessons/) - Part 2 of 2 In part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru focuses on key financial lessons for retirement after discussing the important non-financial aspects in part 1.
- [TIMELESS WISDOM](https://wealthtrack.com/timeless-wisdom/) - Part 1 of 2 On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.”
- [INTELLIGENT INVESTOR RULES](https://wealthtrack.com/intelligent-investor-rules/) - Part 2 of 2 Jason Zweig, editor of the 75th anniversary edition of The Intelligent Investor, shares Benjamin Graham’s classic rules for successful investing.
- [RISKS WE MISS](https://wealthtrack.com/risks-we-miss/) - Personal finance master Jonathan Clements is turning his recent terminal cancer diagnosis into an important teaching opportunity on money and life.
- [LEGENDARY STRATEGIST OUTLOOK](https://wealthtrack.com/legendary-strategist-outlook/) - Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs' U.S. Investment Strategist. She now shares her economic and financial wisdom with business school students, Barron’s annual roundtable, and us in the first of a two-part interview.
- [GLOBAL DISRUPTIONS](https://wealthtrack.com/global-disruptions/) - Part 2 of 2 Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the global economy and financial markets.
- [HOW TO RETIRE: Key non-financial considerations](https://wealthtrack.com/how-to-retire-part-1/) - Part 1 of 2 Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning during this conversation about her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
- [LEADING STRATEGIST JASON TRENNERT IDENTIFIES MAJOR INVESTABLE THEMES FOR 2024   ](https://wealthtrack.com/leading-strategist-jason-trennert-identifies-major-investable-themes-for-2024/) - In a wide-ranging interview, strategist and economist Jason Trennert shares his views of the economy, markets, and some major investable themes for 2024.
- [Crypto expert Matt Hougan explains why Bitcoin has gone mainstream with the launch of Bitcoin ETFs](https://wealthtrack.com/crypto-expert-matt-hougan-explains-why-bitcoin-has-gone-mainstream-with-the-launch-of-bitcoin-etfs/) - The launch of Bitcoin ETFs has brought the world’s largest cryptocurrency into the mainstream, says crypto expert Matt Hougan. It is also a major milestone in crypto’s acceptance.
- [WHY BURGEONING US DEBT MATTERS TO INVESTORS](https://wealthtrack.com/why-burgeoning-us-debt-matters-to-investors/) - US government debt and why Idanna Appio says it is on an “unsustainable trajectory under all plausible scenarios.”
- [Social Security guru Mary Beth Franklin on the program’s health and outlook](https://wealthtrack.com/social-security-guru-mary-beth-franklin-on-the-programs-health-and-outlook/) - Social Security guru Mary Beth Franklin discusses the program's financial challenges and outlook, plus individual strategies to maximize its benefits.
- [INFLUENTIAL LABOR ECONOMIST TERESA GHILARDUCCI ON WHY WORKING LONGER IS NOT A RETIREMENT SOLUTION](https://wealthtrack.com/influential-labor-economist-teresa-ghilarducci-on-why-working-longer-is-not-a-retirement-solution/) - Influential labor economist Teresa Ghilarducci argues that working longer is not the solution to the retirement crisis. She explains why not and what is.
- [2025 MAJOR INVESTMENT THEMES](https://wealthtrack.com/2025-major-investment-themes/) - Strategas’ Chief Investment Strategist, Jason Trennert has a long track record of calling major investment themes. He shares his predictions for 2025.
- [5 STAR, GOLD MEDALIST PORTFOLIO MANAGER, DAVID GIROUX DISCUSSES CONTRARIAN 2024 STRATEGIES AND AI](https://wealthtrack.com/5-star-gold-medalist-portfolio-manager-david-giroux-discusses-contrarian-2024-strategies-and-ai/) - David Giroux, award winning portfolio manager at T. Rowe Price discusses contrarian investment strategies for 2024 and why understanding the impact AI, artificial intelligence has on companies is now such an important focus of their research.
- [FEARS OF A GREAT INVESTOR](https://wealthtrack.com/fears-of-a-great-investor/) - Part 1 of 2 Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.
- [GREAT INVESTOR PERSPECTIVE](https://wealthtrack.com/great-investor-perspective/) - Part 2 of 2 Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025.
- [GLOBAL SHOCKS](https://wealthtrack.com/global-shocks/) - "Global Shocks" author Nicholas Sargen says Trump’s tariff policies are of historic proportions with lasting consequences for the global economy and financial markets.
- [GLOBAL FINANCIAL STRESS](https://wealthtrack.com/global-financial-stress/) - Global financial thought leader John Lipsky explains how new US tariff policies are upending world trade and affecting the global financial system, economy and growth.
- [RISK MANAGEMENT](https://wealthtrack.com/risk-management/) - Managing investment risk has never been more important. Award-winning financial advisor Mark Cortazzo shares his strategies for avoiding, transferring and mitigating market risk to avoid permanent losses.
- [GREAT INVESTOR LESSONS](https://wealthtrack.com/great-investor-lessons/) - Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman.
- [TRUMPED MARKETS](https://wealthtrack.com/trumped-markets/) - Trump tariffs are upending financial markets, causing influential economist and strategist Ed Yardeni to turn from bullish to cautious.
- [RESILIENT MARKETS](https://wealthtrack.com/resilient-markets/) - Influential strategist and economist Ed Yardeni reflects on the remarkable resilience of the US economy and markets over the years despite what happens in Washington and around the world.
- [BYRNE: GREAT INVESTOR PERSPECTIVE](https://wealthtrack.com/byrne-great-investor-perspective/) - As a portfolio manager, Susan Byrne was called one of the world’s greatest investors when she was running the Westwood Funds. Still active, she shares her views on current market conditions and advice for investors.
- [ZERO STOCKS](https://wealthtrack.com/zero-stocks/) - Retired Treasury bond manager Robert Kessler has always been skeptical of Wall Street’s "stocks for the long term" mantra. He explains why he is completely out of stocks in his personal portfolio—and why you should consider doing the same.
- [LAMENT OF A BEAR](https://wealthtrack.com/lament-of-a-bear/) - Part 1 of 2 Outspoken and influential market economist David Rosenberg reflects on the extraordinary bull market of the last two years and why he isn’t changing his bearish outlook.
- [INFLUENTIAL CONTRARIAN](https://wealthtrack.com/influential-contrarian/) - Part 2 of 2 Going against the consensus again, influential economist David Rosenberg explains why inflation will be lower and the Fed will have to cut interest rates more than expected in the year ahead.
- [A CENTURY OF MUTUAL FUNDS](https://wealthtrack.com/as-mutual-funds-mark-their-100th-anniversary-do-they-still-work-for-investors/) - As mutual funds mark their 100th anniversary do they still work for investors? Answers from Morningstar's mutual fund maven, Russ Kinnel.
- [VOLATILITY OPPORTUNITIES](https://wealthtrack.com/volatility-opportunities/) - Award-winning bond manager Mary Ellen Stanek is finding unusual opportunities in the recent bond market turmoil. She shares what they are and her advice to investors on handling unsettling markets.
- [ GREAT INVESTOR WARNINGS](https://wealthtrack.com/great-investor-warnings/) - Investment legend Jeremy Grantham, known for his prescient market calls, warns the US stock market is as expensive as it's ever been and advises looking overseas for superior values.
- [RETHINKING INVESTING](https://wealthtrack.com/rethinking-investing/) - “Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.
- [Ellis: Fixing The Retirement Crisis](https://wealthtrack.com/ellis-fixing-retirement-crisis/) - This page is here for technical reasons. Please click here to the episode page.
- [SARGEN: QUANTITATIVE EASING BY THE EUROPEAN CENTRAL BANK](https://wealthtrack.com/sargen-quantitative-easing-european-central-bank-2/) - This page is here for technical reasons. Please click here to access the episode page.
- [TAKE A CLOSE LOOK AT THOSE OLD CHINESE BOWLS AND VASES YOU INHERITED](https://wealthtrack.com/take-a-close-look-at-those-old-chinese-bowls-and-vases-you-inherited/) - [ ] HOW TO GET AN APPRAISAL? Sotheby’s Christie’s Doyle New York Appraisers Association of America Watch the related WEALTHTRACK episode.
- [Royce: Small Company Value](https://wealthtrack.com/royce-small-company-value-2/) - This page is here for technical reasons. Please click here for the episode page.
- [USING HISTORY TO PREDICT THE MARKETS WITH RENOWNED HISTORIAN NIALL FERGUSON](https://wealthtrack.com/using-history-to-predict-the-markets-with-renowned-historian-niall-ferguson/) - Part 1 of 2 Is the economy on a new inflation trajectory? Award-winning historian and best-selling author Niall Ferguson explains how understanding history can help you predict the markets and make you a better investor. WATCH NOW…
- [RENOWNED HISTORIAN NIALL FERGUSON OUTLINES THE INVESTMENT RISKS WARRANTING PROTECTIVE STRATEGIES](https://wealthtrack.com/renowned-historian-niall-ferguson-outlines-the-investment-risks-warranting-protective-strategies/) - Part 2 of 2 Protecting ourselves against crisis risk, whether natural disasters or man-made with award-winning historian Niall Ferguson. WATCH NOW…
- [DESPITE HIGHER INFLATION AND  INTEREST RATES ED YARDENI MAKES THE BULLISH CASE](https://wealthtrack.com/despite-higher-inflation-and-interest-rates-ed-yardeni-makes-the-bullish-case/) - Long-time Fed watcher and strategist Ed Yardeni makes the case for the bull market to continue. WATCH NOW…
- [CONTRARIAN INVESTOR](https://wealthtrack.com/contrarian-investor/) - Bridgeway Small-Cap Value Fund's John Montgomery has delivered positive, benchmark-beating returns over the fund's twenty-plus-year existence with his quantitative, contrarian approach. He shares his investment philosophy, methods, and current strategy.
- [RUSSO & WEITZ - DYNAMIC VALUE DUO](https://wealthtrack.com/russo-weitz-dynamic-value-duo/) - An exclusive get-together with two outstanding value investors! Wally Weitz, whose flagship Weitz Partners Value Fund is celebrating its thirty year anniversary, and Tom Russo, with his market-beating Semper Vic Partners Fund, will discuss the different places each is finding value and why Warren Buffet is their investment hero. WATCH NOW…
- [ED HYMAN & BILL MILLER - PART I - INVESTMENT LEGENDS’ PREDICTIONS FOR 2014](https://wealthtrack.com/ed-hyman-bill-miller-investment-legends-predictions-2014/) - Two investing legends come together in an exclusive television interview this week! ISI Group's Ed Hyman, Wall Street's number one ranked economist for 34 years running, is joined by Legg Mason's history-making portfolio manager Bill Miller to discuss their top investment forecasts and strategies for 2014. WATCH NOW…
- [ED HYMAN & BILL MILLER - PART II - MORE INVESTMENT LEGENDS’ PREDICTIONS FOR 2014](https://wealthtrack.com/ed-hyman-bill-miller-part-ii-investment-legends-predictions-2014/) - Part 2 of an exclusive interview with Wall Street legends, Ed Hyman and Bill Miller! Where do both pros think there is the most money to be made this year? Hyman gives his “one free pass” for investors and Miller shares his two “no brainers.” WATCH NOW…
- [BARBARA KRUMSIEK: CLEAN PROFITS](https://wealthtrack.com/barbara-krumsiek-clean-profits/) - Socially Responsible Investing is no longer a niche strategy. It’s gone mainstream as more companies, investment firms and investors pay attention to environmental, social and governance issues. And the belief that this approach means lagging performance has been proven wrong. SRI funds are now competing head on with traditional money management. This week’s guest is Barbara Krumsiek, the CEO of Calvert Investments Inc., a leader in SRI mutual funds and a Financial Thought leader in her own right. WATCH NOW…
- [CLIFF ASNESS: LEVERAGE. DERIVATIVES. SHORTING.](https://wealthtrack.com/cliff-asness-leverage-derivatives-shorting/) - The three "dirty words" of finance became taboo after the 2008 financial crisis, but this week's guest says investors need them to boost their portfolios and "clean up" in the market. Our Financial Thought Leader this week is Cliff Asness, Managing and Founding Principal of AQR Capital Management, a global investment management firm which runs hedge funds, mutual funds, and a diversified collection of investment strategies. In this rare interview, he'll discuss the tools we can use to diversify our portfolios. WATCH NOW…
- [MARTIN WHITMAN: THEY JUST DON’T GET IT!](https://wealthtrack.com/martin-whitman-just-dont-get/) - They just don’t get it! That’s the view of legendary deep value investor Martin Whitman, Founder and Chairman of Third Avenue Management. In this exclusive interview taped at the Museum of American Finance, Whitman takes on Congressional and Wall Street ignorance about debt, credit worthiness, and earnings. Whitman will also discuss his long term mantra, to buy “safe and cheap” stocks, and his four elements to getting growth at dirt cheap prices. WATCH NOW…
- [KEY INVESTMENT LESSONS OF THE LAST 20 YEARS FROM NOTED STRATEGIST RICHARD BERNSTEIN](https://wealthtrack.com/key-investment-lessons-of-the-last-20-years-from-noted-strategist-richard-bernstein/) - Part 2 of 2 Noted strategist and asset allocator Rich Bernstein shares the most important investment lessons learned from the markets in the 20 years since WEALTHTRACK launch, in part 2 of his interview.
- [WALL STREET’S LONGTIME #1 ECONOMIST, ED HYMAN, SHARES HIS “HIGH CONVICTION” CALLS FOR 2024](https://wealthtrack.com/wall-streets-longtime-1-economist-ed-hyman-shares-his-high-conviction-calls-for-2024/) - In a rare interview, Ed Hyman, Wall Street’s #1 economist for an unprecedented 43 years shares his new year’s forecast with WEALTHTRACK
- [RISING INTEREST RATES MEAN MASSIVE CHANGES IN FIXED-INCOME RETURNS. TRADITIONAL SAFE ASSETS ARE BACK](https://wealthtrack.com/rising-interest-rates-mean-massive-changes-in-fixed-income-returns-traditional-safe-assets-are-back/) - The massive market reset! Award-winning financial advisor Mark Cortazzo on what this new era of higher interest rates means for your portfolio.
- [AN EXCLUSIVE INTERVIEW WITH RETIRED GLOBAL FUND STAR BILL WILBY ON THE PROBLEMS WITH US TREASURIES AND WHY FINANCIALS ARE UNINVESTABLE](https://wealthtrack.com/an-exclusive-interview-with-retired-global-fund-star-bill-wilby-on-the-problems-with-us-treasuries-and-why-financials-are-uninvestable/) - In an exclusive interview with great investor Bill Wilby, the retired Oppenheimer Global Fund star discusses what he is doing with his retirement account and his outspoken views on why U.S. Treasuries are no longer the “risk free asset” and why financial stocks are uninvestable.
- [JEREMY GRANTHAM’S VIEWS ON CLIMATE CHANGE, BURSTING MARKET BUBBLES AND ARTIFICIAL INTELLIGENCE](https://wealthtrack.com/jeremy-granthams-views-on-climate-change-bursting-market-bubbles-and-artificial-intelligence/) - A rare interview with Jeremy Grantham, known for his ability to spot market turns and trends and his outspoken advocacy of climate change investments.
- [BUILD A BETTER, MORE RESILIENT  RETIREMENT PORTFOLIO WITH <em>MORNINGSTAR</em>’S CHRISTINE BENZ](https://wealthtrack.com/build-a-better-more-resilient-retirement-portfolio-with-morningstars-christine-benz/) - Part 1 of 2 Morningstar’s personal finance guru, Christine Benz, shares strategies to build a better retirement portfolio to withstand market downturns and turbulence.
- [RETIREMENT BLIND SPOTS AND HOW TO FIX THEM WITH <em>MORNINGSTAR</em>’S PERSONAL FINANCE GURU CHRISTINE BENZ](https://wealthtrack.com/retirement-blind-spots-and-how-to-fix-them-with-morningstars-personal-finance-guru-christine-benz/) - Part 2 of 2 Morningstar’s Christine Benz identifies possible situations that retirees frequently miss, which can wreak havoc on retirement plans. She identifies six blind spots to look out for and methods to fix them.
- [THE HUGE IMPACT OF HIGHER YIELDS ON RETIREMENT PLANNING WITH PERSONAL FINANCE GURU CHRISTINE BENZ ](https://wealthtrack.com/the-huge-impact-of-higher-yields-on-retirement-planning-with-personal-finance-guru-christine-benz/) - Part 1 of 2: From lowering your stock exposure to increasing your withdrawal rate, Morningstar’s personal finance guru, Christine Benz, describes the positive impact higher yields are having on retirement planning.
- [AWARD-WINNING INVESTOR DAVID GIROUX’S LASER FOCUS ON WHAT HE WANTS TO OWN WHEN THINGS ARE CHEAP](https://wealthtrack.com/award-winning-investor-david-girouxs-laser-focus-on-what-he-wants-to-own-when-things-are-cheap/) - Part 1 of 2 Great investor David Giroux’s daily focus on what he wants to own when things are cheap has earned accolades for his T. Rowe Price Capital Appreciation Fund. In a rare interview, he explains why he is buying now. WATCH NOW…
- [DAVID GIROUX ON THE IMPORTANCE OF CAPITAL ALLOCATION DECISIONS TO INVESTMENT SUCCESS](https://wealthtrack.com/david-giroux-on-the-importance-of-capital-allocation-decisions-to-investment-success/) - Part 2 of 2 T. Rowe Price Capital Appreciation Fund’s David Giroux says understanding how companies spend their financial resources is so important to investment success that he has written a book about it called Capital Allocation. WATCH NOW…
- [PORTFOLIO & FINANCIAL PLANNING ADJUSTMENTS FOR RISING INTEREST RATES & INFLATION](https://wealthtrack.com/portfolio-financial-planning-adjustments-for-rising-interest-rates-inflation/) - Award-winning personal finance reporter and HumbleDollar editor, Jonathan Clements is lowering his expectations for future market returns and rebalancing his portfolio to reflect new financial realities WATCH NOW…
- [LEADING GLOBAL VALUE MANAGER MATT MCLENNAN ON COMPANIES THAT THRIVE DESPITE US INVESTMENT RISKS](https://wealthtrack.com/leading-global-value-manager-matt-mcclennan-on-companies-that-thrive-despite-us-investment-risks/) - Part 1 of 2 Leading global value manager Matt McClennan on companies that thrive despite US investment risks WATCH NOW…
- [LEGENDARY STRATEGIST, ABBY JOSEPH COHEN ON THE MEGA CHANGES HITTING THE MARKETS & GLOBAL ECONOMY](https://wealthtrack.com/legendary-strategist-abby-joseph-cohen-on-the-mega-changes-hitting-the-markets-global-economy/) - Abby Joseph Cohen, one of the most influential strategists of her generation discusses the mega changes hitting the world’s markets and economies and what they mean for investors. WATCH NOW…
- [LEGENDARY INVESTMENT CONSULTANT CHARLES ELLIS MAKES A COMPELLING CASE FOR INDEXING](https://wealthtrack.com/legendary-investment-consultant-charles-ellis-makes-a-compelling-case-for-indexing/) - In a WEALTHTRACK exclusive legendary financial thought leader, Charles Ellis explains why after decades of searching for outstanding money managers he has become a big believer in indexing. LISTEN NOW…
- [INVESTING IN FAST-GROWING ASIAN MARKETS WHILE MINIMIZING CHINA’S RISK WITH MATTHEWS ASIA’S CIO](https://wealthtrack.com/investing-in-fast-growing-asian-markets-while-minimizing-chinas-risk-with-matthews-asias-cio/) - After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia. WATCH NOW…
- [JONATHAN CLEMENTS SAYS STAYING INVESTED IN STOCKS IS THE SANEST APPROACH IN TURBULENT MARKETS](https://wealthtrack.com/jonathan-clements-says-staying-invested-in-stocks-is-the-sanest-approach-in-turbulent-markets/) - Veteran personal finance journalist Jonathan Clements explains why the most successful approach to dealing with turbulent markets is to stay invested. LISTEN NOW…
- [WHY IMPACT BONDS REPRESENT OPPORTUNITIES FOR INVESTORS WITH INDUSTRY PIONEER STEVE LIBERATORE](https://wealthtrack.com/why-impact-bonds-represent-opportunities-for-investors-with-industry-pioneer-steve-liberatore/) - Part 2 of 2 Steve Liberatore, a pioneer in ESG and impact bond investing explains what the new bond era means for investors in general and sustainable investing in particular. WATCH NOW…
- [HOW DO YOU TOP A +100% YEAR? BARON OPPORTUNITY FUND’S MICHAEL LIPPERT OUTLINES HIS HIGH GROWTH STRATEGY](https://wealthtrack.com/how-do-you-top-a-100-year-baron-opportunity-funds-michael-lippert-outlines-his-high-growth-strategy/) - 5-star, gold-rated fund manager Michael Lippert says there is an embarrassment of riches in the high growth stock universe and he is focusing on the ones that will benefit the most from every aspect of the digital transformation. WATCH NOW…
- [RESILIENT INVESTMENTS, INCLUDING GOLD, ARE MATT MCLENNAN’S METHOD FOR BUILDING LASTING WEALTH](https://wealthtrack.com/resilient-investments-including-gold-are-matt-mclennans-method-for-building-lasting-wealth/) - Noted global value manager Matthew McLennan has a proven track record of building lasting wealth by investing in resilient investments, including gold. WATCH NOW…
- [READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK](https://wealthtrack.com/read-against-the-gods-the-remarkable-story-of-risk/) - [ ] READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK Against the Gods: The Remarkable Story of Risk Watch the related WEALTHTRACK episode.
- [WHICH INVESTMENTS ARE POISED TO DO WELL IN 2021? STRATEGY ADVICE FROM AN ASSET ALLOCATION PRO](https://wealthtrack.com/which-investments-are-poised-to-do-well-in-2021-strategy-advice-from-an-asset-allocation-pro/) - Part 2 of 2 T. Rowe Price’s Global Multi-Asset Allocation head, Sébastien Page discusses public versus private investments and undervalued versus overvalued asset classes. WATCH NOW…
- [An Embarrassment of Riches in the High Growth Stock Universe](https://wealthtrack.com/an-embarrassment-of-riches-in-the-high-growth-stock-universe/) - There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a couple of years it is bound to fall to earth sooner rather than later and lag the market, its peers, or both for several
- [IS CORPORATE AMERICA’S FOCUS ON PROFITS THE PROBLEM WITH CAPITALISM? TWO ENTREPRENEURS RESPOND](https://wealthtrack.com/is-corporate-americas-focus-on-profits-the-problem-with-capitalism-two-entrepreneurs-respond/) - Do corporations need a new purpose? Does the free enterprise capitalist system need a major overhaul or a tune-up? WATCH NOW…
- [AMERICA’S DO-IT-YOURSELF SYSTEM IS FAILING MANY RETIREES. ANSWERS FROM TWO RETIREMENT EXPERTS](https://wealthtrack.com/americas-do-it-yourself-system-is-failing-many-retirees-answers-from-two-retirement-experts/) - Why are so many American seniors facing downward mobility in retirement? Retirement experts Teresa Ghilarducci and Jamie Hopkins have answers and solutions. WATCH NOW…
- [ALL THE REASONS TO BE BULLISH WITH VETERAN STRATEGIST AND FED WATCHER ED YARDENI](https://wealthtrack.com/all-the-reasons-to-be-bullish-with-veteran-strategist-and-fed-watcher-ed-yardeni/) - Rising stock market observations with strategist Ed Yardeni. WATCH NOW…
- [POLITICAL & ECONOMIC PRESSURES ON OIL & GAS STOCKS. INDUSTRY VETERAN TOM PETRIE’S REALITY CHECK](https://wealthtrack.com/political-economic-pressures-on-oil-gas-stocks-industry-veteran-tom-petries-reality-check/) - Joining us to discuss the role fossil fuels continue to play in energy production and the state of the oil and gas industry in particular is Tom Petrie, a financial thought leader in the sector and chairman of Petrie Partners a leading investment banking and consulting boutique to the oil and gas industry. WATCH NOW…
- [SOCIAL SECURITY: THE NEW RULES WITH BENEFITS GURU MARY BETH FRANKLIN](https://wealthtrack.com/social-security-the-new-rules-with-benefits-guru-mary-beth-franklin/) - Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize. WATCH NOW…
- [KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE](https://wealthtrack.com/know-what-your-specific-social-security-benefits-are/) - [ ] KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE They are valuable Your individual circumstances matter Some Benefits Expiring: - If you were born on or before January 1, 1954, you can claim spousal benefits if you are married or an eligible divorced spouse - If you are a widow or widower you are
- [FINANCIAL CRISIS SURVIVAL LESSONS: BEATS MARKET & PEERS SINCE BOTTOM (ARIEL FUND)](https://wealthtrack.com/financial-crisis-survival-lessons-beats-market-peers-since-bottom-ariel-fund/) - Patience is usually considered to be a virtue except when it comes to investing. Investors are notoriously impatient when the funds they are in underperform the market for a few years. The magic number seems to be three. Key investment lessons from the financial crisis with Ariel Investments’ Charlie Bobrinskoy. WATCH NOW…
- [2019 GLOBAL OUTLOOK: SYNCHRONIZED GLOBAL SLOWDOWN AND PEAKING PROFITS. A MCLENNAN & HYMAN EXCLUSIVE](https://wealthtrack.com/2019-global-outlook-synchronized-global-slowdown-and-peaking-profits-a-mclennan-hyman-exclusive/) - Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WATCH NOW…
- [SOCIALLY RESPONSIBLE INVESTING IS BOOMING WITH 26% OF US ASSETS UNDER MANAGEMENT. TWO EXPERTS EXPLAIN](https://wealthtrack.com/socially-responsible-investing-is-booming-with-26-of-us-assets-under-management-two-experts-explain/) - Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WATCH NOW…
- [GREAT VALUE INVESTOR JOEL GREENBLATT REVEALS THE 2 SECRETS TO BEATING THE MARKET](https://wealthtrack.com/great-value-investor-joel-greenblatt-reveals-the-2-secrets-to-beating-the-market/) - In an exclusive interview, great value investor Joel Greenblatt reveals his two secrets to investment success. WATCH NOW…
- [COULD U.S. TRADE TENSIONS WITH CHINA ACTUALLY CREATE INVESTMENT OPPORTUNITIES THERE?](https://wealthtrack.com/could-u-s-trade-tensions-with-china-actually-create-investment-opportunities-there/) - An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. WATCH NOW…
- [VALUE INVESTING UNDER PRESSURE AND THE PRESSURE TO GO PASSIVE](https://wealthtrack.com/value-investing-under-pressure-and-the-pressure-to-go-passive/) - The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders James Grant and Jason Zweig weigh in. WATCH NOW…
- [CREDIT MARKET MAVEN AND HISTORIAN JAMES GRANT ON WHY INTEREST RATES MATTER](https://wealthtrack.com/credit-market-maven-and-historian-james-grant-on-why-interest-rates-matter/) - Why interest rates still matter with influential financial journalist and historian James Grant. WATCH NOW…
- [PROFIT MAXIMIZATION AND RETENTION STRATEGIES WITH STUART LUCAS & ANDY AUGENBLICK](https://wealthtrack.com/profit-maximization-and-retention-strategies-with-stuart-lucas-andy-augenblick/) - Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick. WATCH NOW…
- [NUVEEN’S VETERAN CHIEF EQUITY STRATEGIST BOB DOLL SHARES HIS VIEWS ON THE MARKETS AND STRATEGY](https://wealthtrack.com/premium-investment-outlook-2/) - Outlook and strategy with the market-beating portfolio manager and widely followed investment strategist, Bob Doll. WATCH NOW…
- [#1 ECONOMIST HYMAN & LEADING VALUE MANAGER MCLENNAN DISCUSS ECONOMIC SURGES & SUPER BULL MARKETS](https://wealthtrack.com/1-economist-hyman-leading-value-manager-mclennan-discuss-economic-surges-super-bull-markets/) - Are we in a rare “super” bull market? In our exclusive annual outlook for the U.S. economy and markets Ed Hyman, Wall Street’s #1 ranked economist for a record 37 years provides answers, with leading value manager Matthew McLennan. WATCH NOW…
- [GLOBAL GROWTH ACCELERATING:  AFTER A DECADE OF SUBPAR GROWTH ECONOMIES ARE PICKING UP SPEED](https://wealthtrack.com/global-growth-accelerating-after-a-decade-of-subpar-growth-economies-are-picking-up-speed/) - Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street’s #1 economist Ed Hyman and global value manager Matthew McLennan. WATCH NOW…
- [CHRIS DAVIS & DANTON GOEI ON WHERE IN THE WORLD THEY ARE FINDING COMPOUNDING GROWTH AT VALUE PRICES](https://wealthtrack.com/chris-davis-danton-goei-on-where-in-the-world-they-are-finding-compounding-growth-at-value-prices/) - A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world-class growth at value prices. WATCH NOW…
- [TAX ALPHA: TAX ADVANTAGED INVESTING CAN ADD 1-3% TO PORTFOLIO RETURNS ANNUALLY, BETTER THAN MOST ACTIVE MANAGERS CAN DELIVER. LANGSTRAAT & WELCH EXPLAIN HOW ITS DONE](https://wealthtrack.com/tax-alpha-tax-advantaged-investing-can-add-1-3-to-portfolio-returns-annually-better-than-most-active-managers-can-deliver-langstraat-welch-explain-how-its-done/) - How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch. WATCH NOW…
- [LONG TIME BARON OPPORTUNITY FUND'S PORTFOLIO MANAGER ON WHERE HE IS INVESTING FOR HIGH GROWTH](https://wealthtrack.com/long-time-baron-opportunity-funds-portfolio-manager-on-where-he-is-investing-for-high-growth/) - Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WATCH NOW…
- [U.S. GROWTH ACCELERATING/U.S. RECESSION YEARS AWAY-EXCLUSIVE OUTLOOK FROM WALL STREET’S #1 ECONOMIST ED HYMAN](https://wealthtrack.com/u-s-growth-acceleratingu-s-recession-years-away-exclusive-outlook-from-wall-streets-1-economist-ed-hyman/) - In an exclusive interview, Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years describes how much the financial world has changed in the last year. He and top investor, Matthew McLennan describe what it means for the U.S. economy and markets. WATCH NOW…
- [GLOBAL GROWTH ACCELERATING- PART 2 OF 2017 OUTLOOK FROM WALL STREET ED HYMAN](https://wealthtrack.com/global-growth-accelerating-part-2-exclusive-2017-outlook-wall-streets-1-economist-ed-hyman/) - In part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman, and top global investor Matthew McLennan we look at the dramatic financial changes occurring around the world and what they mean for business and investors. WATCH NOW…
- [STUNNING BEARISH CALL: #1 RANKED FRANCOIS TRAHAN STRONGLY DEFENDS THE CASE  FOR TURNING BEARISH IN A BULL MARKET](https://wealthtrack.com/trahan-stunning-bearish-call/) - An an exclusive interview, Wall Street’s number one ranked strategist, Cornerstone Macro’s François Trahan makes a stunning call. The bull market is almost over and it’s time to get defensive. WATCH NOW…
- [BILL GATES' FAVORITE BOOKS OF 2016 & ROB ARNOTT CRITIQUES FED POLICY & INFLATION](https://wealthtrack.com/favorite-books-2016-roberty-arnott-fed-policy-inflation-2/) - One of my New Year’s resolutions is to read more books! I am sharing Bill Gates' list of his favorite books of 2016 with you, because it offers a wide range of interesting topics. From his list to my eyes! I am also sharing one of the most thought-provoking articles I read in 2016, Robert Arnott taking on quantitative easing and inflation statistics.
- [IMPROVE DECISION MAKING](https://wealthtrack.com/improve-decision-making/) - [ ] READ DANIEL KAHNEMAN’S PHENOMENAL, EYE OPENING AND EXTREMELY ENTERTAINING BOOK “Thinking, Fast and Slow” Watch the related WEALTHTRACK episode.
- [SYLLA & TRENNERT: ELECTION INVESTMENT LESSONS AND STRATEGIES](https://wealthtrack.com/sylla-trennert-election-investment-lessons-strategies/) - The impact of the election. Lessons from the past and strategies for the future with noted financial historian Richard Sylla and leading investment strategist Jason Trennert. WATCH NOW…
- [PETRIE: ENERGY GAME CHANGERS](https://wealthtrack.com/petrie-energy-game-changers/) - Energy game changers. Veteran analyst Tom Petrie explains why the U.S. has once again become an energy powerhouse. WATCH NOW…
- [HALLETT: GLOBAL SEARCH FOR GROWTH](https://wealthtrack.com/hallett-global-search-growth/) - A rare interview with early global growth investor, Simon Hallett, Chief Investment Officer of Harding Loevner, manager of five highly-rated mutual funds. WATCH NOW…
- [KASS: EMERGING RECOVERY?](https://wealthtrack.com/kass-emerging-recovery/) - Emerging markets roared back from multi-year lows in March. Michael Kass, Portfolio Manager of 5-star rated Baron Emerging Markets Fund says it’s a trend not a trap. WATCH NOW…
- [MURRAY:  FINANCIAL HEALING](https://wealthtrack.com/murray-financial-healing/) - Veteran advisor to financial advisors, Nick Murray believes in the perfect healing power of stocks and that optimism is the only reality. WATCH NOW…
- [ELLIS: FIXING THE RETIREMENT CRISIS](https://wealthtrack.com/ellis-fixing-the-retirement-crisis/) - The good news is that Americans are living longer and spending more years in retirement than ever before. However, funding retirement is a fast approaching crisis. On this week’s WEALTHTRACK we have an exclusive interview with Financial Thought Leader and legendary investment consultant, Charles Ellis, who tackles America’s greatest domestic financial challenge in a new book, Falling Short: The Coming Retirement Crisis and What To Do About It. WATCH NOW…
- [HOUGAN & PERON: LOW-COST ALTERNATIVE](https://wealthtrack.com/hougan-peron-low-cost-alternative/) - Investors are abandoning traditional, actively managed mutual funds in favor of “passive” index funds, particularly exchanged traded funds, or ETFs. Wall Street has taken note and is offering a wide variety of ETFs to attract investment money. How do you tell the difference between a good ETF and a bad one? When is it better to invest in an ETF? When is a traditional mutual fund the wiser choice? ETF experts Matt Hougan, CEO of ETF.com, a leading ETF research firm and Matthew Peron, head of Global Equity at giant wealth management firm, Northern Trust provide the answers you need to make the best investment decisions on this tenth season premiere. WATCH NOW…
- [WORKPLACE DIVERSITY AFFECTS THE BOTTOM LINE](https://wealthtrack.com/premium-workplace-diversity-affects-bottom-line/) - On television this week, are you better off with a robot? NEW THIS WEEK: reports on how much workplace diversity affects the bottom line. LEARN MORE…
- [PRENUPS MAKE A LOT OF $ENSE](https://wealthtrack.com/prenups-make-lot-sense/) - There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
- [WIDOWHOOD: THE MOST TRAUMATIC TRANSITION OF ALL](https://wealthtrack.com/widowhood-traumatic-transition/) - Of all the transitions women go through -- marriage, childbirth, divorce -- becoming a widow quite likely is the most traumatic. Advising recently-widowed female investors is emotionally draining, our financial advisors say. Having previously looked at the need for women investors to think of themselves as “pre-widows” before their husbands die, WEALTHTRACK WOMEN now looks at what new widows must do, and just as importantly, what they should not do, at least not before the grieving subsides.
- [GREENBLATT: STRATEGY CHANGE](https://wealthtrack.com/greenblatt-strategy-change/) - It isn’t often that a very successful hedge fund manager with a winning strategy closes up shop, but that is exactly what this week’s Great Investor guest did in 1995. It’s equally unusual to get back in the business more than a decade later with a dramatically altered strategy. Joel Greenblatt of the Gotham Funds will explain his big change in portfolio strategy, from a very concentrated approach to broad diversification. WATCH NOW…
- [HYMAN & KIM: NEW YEAR OUTLOOK 2015, PART ONE](https://wealthtrack.com/hyman-kim-new-year-outlook-2015-part-one/) - We continue WEALTHTRACK's annual tradition of discussing the outlook for the economy, business, policy and markets with Evercore ISI’s Chairman, Ed Hyman, Wall Street’s reigning number one economist for an unprecedented 35 years running. Hyman will be joined by another exclusive guest, New York Life’s Vice Chairman and Chief Investment Officer, John Kim who oversees over $500 billion in assets at the life insurer, one of the oldest and largest in the world. In this first of a two part series, Hyman and Kim will focus on the outlook for the U.S. economy and markets. WATCH NOW…
- [CLEMENTS & ZWEIG: GREATEST FINANCIAL CHALLENGES](https://wealthtrack.com/clements-zweig-greatest-financial-challenges/) - The Wall Street Journal's two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The Wall Street Journal tackle the three greatest financial challenges facing Americans. WATCH NOW…
- [HOW YOUR FINANCIAL PLAN CAN GO OFF COURSE](https://wealthtrack.com/financial-plan-can-go-course/) - That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
- [CHARLES DREIFUS - A SMALL CAP INVESTOR THINKS BIG](https://wealthtrack.com/charles-dreifus-small-cap-investor-thinks-big/) - A WEALTHTRACK Great Investor who has made his name investing in small company stocks explains why he now favors large companies. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds discusses why big is better in today’s markets. WATCH NOW…
- [ROBERT SHILLER: NOBEL PRIZE WINNING ECONOMIST](https://wealthtrack.com/robert-shiller-nobel-prize-winning-economist/) - Robert Shiller, recent winner of the Nobel Prize in Economic Sciences, a Yale professor and the co-creator of the Case-Shiller Home Price Indices discusses the importance of psychology in the markets and what it’s telling him now. WATCH NOW…
- [DAVID WINTERS: A DIFFERENT DRUMMER](https://wealthtrack.com/david-winters-different-drummer/) - More often than not, WEALTHTRACK guests march to the beat of a different drum. Wintergreen Fund’s David Winters, a value investor who describes himself as the opposite of an index hugger, has more than 60% of his portfolio invested in companies based overseas and has recently taken a stand against Coca Cola management and Warren Buffett! WATCH NOW…
- [WINTERS: MARKET MANIA?](https://wealthtrack.com/premium-winters-2/) - As investors’ move in droves to passive, low cost index funds, one veteran money manager is sounding the alarm. Wintergreen Fund’s David Winters says index funds are a dangerous market mania, akin to other market bubbles. WATCH NOW…
- [CHARLES ROYCE](https://wealthtrack.com/charles-royce-3/) - An exclusive interview with legendary “Great Investor” Charles “Chuck” Royce. Royce pioneered investing in small company stocks with his Royce Pennsylvania Mutual Fund forty years ago this year. He’ll explain why high quality small cap stocks are undervalued compared to large cap stocks right now and the advantages they offer to investors from the vantage points of portfolio diversity, international exposure and income, three characteristics normally not associated with the small cap universe. WATCH NOW…
- [CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS](https://wealthtrack.com/charles-ellis/) - An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest.
- [A DISCUSSION WITH A WALL STREET JOURNAL COLUMNIST, JASON ZWEIG](https://wealthtrack.com/premium-jason-zweig/) - JASON ZWEIG Personal Finance Columnist, "The Intelligent Investor" The Wall Street Journal "There's no doubt that the pursuit of yield is bordering on a mania" says Jason Zweig, The Wall Street Journal's Personal Finance Columnist. Don't miss Consuelo's discussion when she asks Zweig about dangerous investor behavior and why he is concerned as investors are abandoning bonds and flocking to dividend-paying stocks. WATCH NOW…
- [PASSIVE INDEX FUNDS ARE ALL THE RAGE, BUT WHAT ABOUT ACTIVE FUNDS THAT BUCK THE TREND?  TOP PERFORMING MONEY MANAGERS RESPOND](https://wealthtrack.com/passive-index-funds-are-all-the-rage-but-what-about-active-funds-that-buck-the-trend-top-performing-money-managers-respond/) - Top performing money managers respond to the popularity of passive index investing. WATCH NOW…
- [GLOBAL VALUE INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS](https://wealthtrack.com/global-value-investor-david-winters-raises-alarm-flood-money-pouring-index-funds/) - Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed. WATCH NOW…
- [FRANCOIS TRAHAN: INVESTMENT STATEGIST SWITCHES GEARS FROM BEAR TO BULL](https://wealthtrack.com/francois-trahan-2/) - It’s nice to be able to focus on some positive news for a change and as you will discover in a moment, this week’s guest is one of the most upbeat Financial Thought Leaders out there right now, at least for the next several months. Here are some developments he’s following that might lift your spirits as well. WATCH NOW…
- [David Winters:The Optimist Portfolio Manager](https://wealthtrack.com/david-winters-2/) - Central bankers are clearly worried about global growth. From the U.S., to Europe, to Asia, we have seen unprecedented levels of easing in recent weeks. By independent research firm ISI Group’s count, there have been more than 250 stimulative policy initiatives announced over the past 13 months. The firm also points out that we are less than 100 days from the famous fiscal cliff in the U.S., when numerous Bush era tax cuts expire and automatic spending cuts take effect if Congress and the White House can’t reach a budget compromise. If they don’t, estimates are that GDP growth could be reduced by as much as 3.5%, sending the economy into recession. WATCH NOW…
- [Amy O’Brien & Ingrid Dyott: Investing in a Socially Responsible Way](https://wealthtrack.com/amy-obrien-ingrid-dyott/) - Impact investing, while not yet mainstream in this country is growing rapidly and is very much a global phenomenon. The financial times recently reported that “about 95% of the 250 largest global companies now report on their corporate responsibility activities, a jump of more than 14% from 2008. The Financial Times notes that two-thirds of those that do not report are based in the U.S. and the picture is more mixed among smaller companies. However increasing numbers of investors in the U.S. are paying attention to environmental, social and governance issues, or ESG as they are known in the trade. According to a report by the Social Investment Forum Foundation on socially responsible investing trends in the U.S.,“sustainable and socially responsible investing (SRI) in the United States has continued to grow at a faster pace than the broader universe of conventional investment assets under professional management.” WATCH NOW…
- [Amy O'Brien & Ingrid Dyott](https://wealthtrack.com/amy-obrien-ingrid-dyott-action-point/) - CONSIDER CHRISTINE BENZ'S SOCIALLY RESPONSIBLE FUND RECOMMENDATIONS "Balanced sector diversification with fairly strong long-term results" Benz's Recommendations: Neuberger Berman Socially Responsive Fund (NBSRX) TIAA-CREF Social Choice Equity Fund (TICRX) Parnassus Equity Income Fund (PRBLX) Watch this Episode
- [Tom Gallagher: Post Election Special](https://wealthtrack.com/tom-gallagher/) - Post-election, a television exclusive with Wall Street’s long time number one ranked Washington analyst. The Scowcroft Group’s Tom Gallagher discusses what the election means for the economy and markets and how it affects your job, taxes and portfolio. Episode #920, Original Broadcast 11-09-12 Listen to the Audio Only Version: Tom Gallagher [wptabs mode="horizontal"] [wptabtitle] Choose
- [STAR BOND FUND MANAGER MARY ELLEN STANEK ON THE COMPELLING CASE FOR BONDS, EVEN OVER STOCKS! ](https://wealthtrack.com/star-bond-fund-manager-mary-ellen-stanek-on-the-compelling-case-for-bonds-even-over-stocks/) - Following the worst bond bear market in history and the fastest Fed tightening cycle in 40 years, Baird’s award-winning bond fund manager, Mary Ellen Stanek, says bonds are back and are giving stocks a run for their money.
- [ABBY JOSEPH COHEN, SAVITA SUBRAMANIAN & MILA GETMANSKY SHERMAN SHARE POWERFUL FINANCIAL CAREER ADVICE](https://wealthtrack.com/abby-joseph-cohen-savita-subramanian-mila-getmansky-sherman-share-powerful-financial-career-advice/) - In a “Tearing Down the Pink Wall” event, three top women in finance, former super star strategist, now business school professor Abby Joseph Cohen, top ranked equity strategist Savita Subramanian and leading business professor Mila Getmansy Sherman share their journeys to making it to the top in finance.
- [DEMOCRACY BEATS AUTOCRACY FOR INVESTORS. PERTH TOLLE’S LIFE + LIBERTY INDEXES PROVE IT](https://wealthtrack.com/democracy-beats-autocracy-for-investors-perth-tolles-life-liberty-indexes-prove-it/) - Perth Tolle created the Life + Liberty Indexes on the theory that democracy pays. Her Freedom 100 Emerging Markets Index is proof, trouncing its autocracy-heavy benchmark in its first five years.
- [TOP-RANKED REAL ESTATE FUND MANAGER, JEFF KOLITCH ON OPPORTUNITIES IN COMMERCIAL REAL ESTATE](https://wealthtrack.com/top-ranked-real-estate-fund-manager-jeff-kolitch-on-opportunities-in-commercial-real-estate/) - Part 1 of 2 Top ranked real estate fund manager, Jeffrey Kolitch discusses the compelling opportunities he is finding in the much maligned commercial real estate industry.
- [CATCHING LIGHTNING IN A BOTTLE - AN INTERVIEW WITH WIN SMITH](https://wealthtrack.com/catching-lightning-bottle-interview-win-smith/) - Why does a book about the creation, rise and fall of Merrill Lynch matter today? Because the rise of the world’s once largest brokerage firm is emblematic of Wall Street’s great success and critical role in the growth and prosperity of this country and the firm’s failure, of the misguided priorities permeating Wall Street today. WATCH NOW…
- [Inflation Trajectory: Understand the History](https://wealthtrack.com/inflation-trajectory-understand-the-history/) - If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in
- [TOP GLOBAL VALUE MANAGER SARAH KETTERER IDENTIFIES SOME “OUTSTANDING” BEAR MARKET OPPORTUNITIES](https://wealthtrack.com/top-global-value-manager-sarah-ketterer-identifies-some-outstanding-bear-market-opportunities/) - We are in a new era of investing says award-winning global value manager Sarah Ketterer. She describes Causeway Capital’s emphasis on defensive, less economically sensitive companies short term while having a buy list of cyclical recovery companies to buy when recession hits. WATCH NOW…
- [MAKING MONEY BY LOSING LESS IN THIS BEAR MARKET WITH LEGENDARY VALUE MANAGER CHARLIE DREIFUS](https://wealthtrack.com/making-money-by-losing-less-in-this-bear-market-with-legendary-value-manager-charlie-dreifus/) - Making money by losing less is how legendary small-cap value manager Charlie Dreifus has succeeded for over 50 years of investing. It's even more important now as he expects more economic and market pain ahead. WATCH NOW…
- [HOW A CONCENTRATED PORTFOLIO OF GLOBAL BRAND NAME COMPANIES IS FARING IN THIS CHALLENGING MARKET](https://wealthtrack.com/how-a-concentrated-portfolio-of-global-brand-name-companies-is-faring-in-this-challenging-market/) - Global value investor Tom Russo says today’s investment environment is the most challenging of his 40 year career. He explains why his core companies are up to the challenge. WATCH NOW…
- [FIFTY YEARS IN, "A RANDOM WALK DOWN WALL STREET’S" INVESTMENT ADVICE HAS STOOD THE TEST OF TIME](https://wealthtrack.com/fifty-years-in-a-random-walk-down-wall-streets-investment-advice-has-stood-the-test-of-time/) - Fifty years and 12 updated editions later, Burton Malkiel’s investment advice in his now classic, A Random Walk Down Wall Street, has proven to be correct.
- [JEREMY GRANTHAM SHARES HIS MOST COMPELLING EVIDENCE THAT WE ARE IN A BUBBLE OF EPIC PROPORTIONS](https://wealthtrack.com/jeremy-grantham-shares-his-most-compelling-evidence-that-we-are-in-a-bubble-of-epic-proportions/) - Part 1 of 2 Our 18th season opens with the first of WEALTHTRACK rare, two-part interview with Jeremy Grantham, who is known for identifying major market turns and is calling today’s bull market a bubble of “epic proportions,” rivaling the market tops in 1929, 2000, and 2008. WATCH NOW…
- [JEREMY GRANTHAM SHARES HIS VIEWS ON CLIMATE CHANGE & WHY HE CALLS IT THE RACE OF OUR LIVES](https://wealthtrack.com/jeremy-grantham-shares-his-views-on-climate-change-why-he-calls-it-the-race-of-our-lives/) - Part 2 of 2 Legendary value investor Jeremy Grantham discusses how he is investing to combat climate change. WATCH NOW…
- [THIS NEW ERA CALLS FOR A COMPLETE FINANCIAL REASSESSMENT SAYS AWARD-WINNING ADVISOR MARK CORTAZZO](https://wealthtrack.com/this-new-era-calls-for-a-complete-financial-reassessment-says-award-winning-advisor-mark-cortazzo/) - After years of underperformance, one of the most under-owned asset classes is emerging markets, and one of the least understood and appreciated is Asia. WATCH NOW…
- [NEW OPPORTUNITIES AND CHALLENGES FOR BOND INVESTORS WITH TOP-RATED BOND MANAGER, MARY ELLEN STANEK](https://wealthtrack.com/new-opportunities-and-challenges-for-bond-investors-with-top-rated-bond-manager-mary-ellen-stanek/) - One of Barron’s 100 most influential women in U.S. Finance, Mary Ellen Stanek, Chief Investment Officer of Baird Advisors and President of Baird Funds, discusses the rapidly changing conditions in the bond markets. WATCH NOW…
- [EXCLUSIVE WITH ROBERT KESSLER ON WHY 100 YEARS OF STOCK MARKET HISTORY ARE SIGNALING DANGER](https://wealthtrack.com/exclusive-with-robert-kessler-on-why-100-years-of-stock-market-history-are-signaling-danger/) - An exclusive interview with outspoken, contrarian thinking Treasury bond manager Robert Kessler on why the stock market is in the danger zone. WATCH NOW…
- [INVESTING IN A SPECULATIVE MARKET WITH “THE INTELLIGENT INVESTOR” COLUMNIST JASON ZWEIG](https://wealthtrack.com/investing-in-a-speculative-market-with-the-intelligent-investor-columnist-jason-zweig/) - For financial historians and serious market observers, the current era has all the signs of a developing market bubble. Bullishness is increasing and speculation is rampant as a new growing community of online trading investors has emerged as a potent market-moving force. On this week’s program leading financial journalist, Jason Zweig shares his view on the current market climate and how speculative it has become. WATCH NOW…
- [FINANCIAL THOUGHT LEADER ROB ARNOTT LIKES BUYING CHEAP ASSETS. WHERE HE IS FINDING THEM NOW?](https://wealthtrack.com/financial-thought-leader-rob-arnott-likes-buying-cheap-assets-where-he-is-finding-them-now/) - Research Affiliates Founder and Chairman Rob Arnott is a financial thought leader, product innovator and global fund manager who pioneered fundamental indexation and all asset mutual funds. He shares his view of market valuations and the rotation he is already seeing in market leadership. WATCH NOW…
- [WALL STREET LEGEND ED HYMAN  DESCRIBES THE POWERFUL FORCES DRIVING RECORD ECONOMIC GROWTH INTO 2022](https://wealthtrack.com/wall-street-legend-ed-hyman-describes-the-powerful-forces-driving-record-economic-growth-into-2022/) - Ed Hyman, Wall Street’s #1 economist for an unprecedented 41 years, joins WealthTrack for his rare annual in-depth forecast for the new year. WATCH NOW…
- [FINANCIAL RISK EXPERT RICK BOOKSTABER IDENTIFIES THE SUBSTANTIAL NEW RISKS FACING THE MARKETS TODAY](https://wealthtrack.com/financial-risk-expert-rick-bookstaber-identifies-the-substantial-new-risks-facing-the-markets-today/) - Part 1 of 2 Financial risk expert Richard Bookstaber has guided a number of major financial institutions in the private and public sectors through several financial crises. He identifies the serious new risks, both known and unknown that are present in the markets today. WATCH NOW…
- [BEYOND EVERGRANDE’S FALL. ITS FAR-REACHING IMPACT WITH INFLUENTIAL JOURNALIST & HISTORIAN, JAMES GRANT](https://wealthtrack.com/beyond-evergrandes-fall-its-far-reaching-impact-with-influential-journalist-historian-james-grant/) - Influential journalist & historian James Grant warned about giant Chinese property developer Evergrande’s bubble years ago. He discusses its far reaching impact now. WATCH NOW…
- [3 DECADES OF INVESTMENT LESSONS LEARNED FROM THE MOTLEY FOOL’S CHIEF RULE BREAKER, DAVID GARDNER](https://wealthtrack.com/3-decades-of-investment-lessons-learned-from-the-motley-fools-chief-rule-breaker-david-gardner/) - Investment lessons learned from 3 decades of active stock-picking from The Motley Fool’s co-founder, Chairman, and Chief Rule Breaker, David Gardner as he shifts his focus to The Motley Fool Foundation. WATCH NOW…
- [FINANCIAL THOUGHT LEADER, JASON TRENNERT ON THE FINANCIAL RISKS OF HIGHER INFLATION & INTEREST RATES](https://wealthtrack.com/financial-thought-leader-jason-trennert-on-the-financial-risks-of-higher-inflation-interest-rates/) - Inflation is back with a vengeance after 40 years of decline. Are interest rates about to follow? Strategas’ influential Chief Investment Strategist details the investment risks. WATCH NOW…
- [RICK BOOKSTABER SHARES HIS  INSTITUTIONAL LEVEL FINANCIAL RISK MANAGEMENT EXPERTISE WITH INDIVIDUALS](https://wealthtrack.com/rick-bookstaber-shares-his-institutional-level-financial-risk-management-expertise-with-individuals/) - Part 2 of 2 Financial risk management has long been available only to institutional investors who pay a fortune to acquire it. Rick Bookstaber who has been a chief risk officer at many leading financial institutions is bringing his approach and knowledge to individual investors. WATCH NOW…
- [STRATEGIES TO MEET CHANGING RETIREMENT GOALS FROM PERSONAL FINANCE EXPERT MARY BETH FRANKLIN](https://wealthtrack.com/strategies-to-meet-changing-retirement-goals-from-personal-finance-expert-mary-beth-franklin/) - Strategies to meet changing retirement goals by maximizing retirement benefits including Social Security from Certified Financial Planner and award-winning personal finance journalist Mary Beth Franklin. WATCH NOW…
- [NAVIGATING TODAY’S INVESTMENT CROSSCURRENTS WITH VETERAN MACRO STRATEGIST ED YARDENI](https://wealthtrack.com/navigating-todays-investment-crosscurrents-with-veteran-macro-strategist-ed-yardeni/) - Part 1 of 2 Tech stocks, cash and gold have all made a comeback. Veteran macro strategist Ed Yardeni sorts through the economic and market evidence to reach some out-of-consensus conclusions.
- [DOES “DON’T FIGHT THE FED” STILL WORK AS AN INVESTMENT STRATEGY? STRATEGIST ED YARDENI RESPONDS](https://wealthtrack.com/does-dont-fight-the-fed-still-work-as-an-investment-strategy-strategist-ed-yardeni-responds/) - Part 2 of 2 The Fed’s monetary policy swings from historic easing to near-historic tightening have roiled the financial markets calling into question the soundness of the classic “Don’t fight the Fed” investment strategy. Veteran Fed watcher/strategist Ed Yardeni weighs in.
- [INVESTMENT LEGEND BILL MILLER HAS 50% OF HIS PERSONAL PORTFOLIO IN BITCOIN & RELATED INVESTMENTS](https://wealthtrack.com/investment-legend-bill-miller-has-50-of-his-personal-portfolio-in-bitcoin-related-investments/) - Part 2 of 2 Legendary stock fund manager Bill Miller explains why 50% of his personal portfolio is in bitcoin and related investments WATCH NOW…
- [RISING INFLATION, INTEREST RATES & EXPENSIVE MARKETS CALL FOR REASSESSING RETIREMENT PLANS](https://wealthtrack.com/rising-inflation-interest-rates-expensive-markets-call-for-reassessing-retirement-plans/) - Morningstar’s personal finance guru Christine Benz says rising inflation, interest rates, early retirements, and expensive markets call for some fundamental changes in retirement planning. WATCH NOW…
- [RISING GLOBAL ENERGY INSECURITY AND ITS IMPACT WITH INDUSTRY THOUGHT LEADER TOM PETRIE](https://wealthtrack.com/rising-global-energy-insecurity-and-its-impact-with-industry-thought-leader-tom-petrie/) - Increasing geopolitical instability is leading to a rise in energy insecurity globally. Its impact with energy thought leader Tom Petrie. WATCH NOW…
- [GREAT VALUE INVESTOR BILL MILLER DISCUSSES HIS CORE HOLDING WINNERS AND RECENT PROMISING ADDITIONS](https://wealthtrack.com/great-value-investor-bill-miller-discusses-his-core-holding-winners-and-recent-promising-additions/) - Part 1 of 2 Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding winners and some recent promising additions to his legendary portfolio. WATCH NOW…
- [A NOTED FED WATCHER SAYS THIS FED HAS THE COURAGE TO DEFEAT INFLATION DESPITE RECESSION RISK](https://wealthtrack.com/a-noted-fed-watcher-says-this-fed-has-the-courage-to-defeat-inflation-despite-recession-risk/) - Financial thought leader and noted Fed watcher Paul McCulley says this Fed has the courage to defeat inflation despite recession risk. WATCH NOW…
- [WHY DAVID ROSENBERG IS CONVINCED THAT THE BULLISH CONSENSUS ABOUT THE ECONOMY AND MARKETS IS WRONG](https://wealthtrack.com/why-david-rosenberg-is-convinced-that-the-bullish-consensus-about-the-economy-and-markets-is-wrong/) - Influential and outspoken economist and strategist Dave Rosenberg explains why he is as convinced now as he was going into the tech bubble and global financial crisis that the bullish consensus is wrong. WATCH NOW…
- [WHY OWNING STOCKS OVER BONDS & CYCLICALS OVER DEFENSIVE IS SAVITA SUBRAMANIAN’S CONTRARIAN CALL](https://wealthtrack.com/why-owning-stocks-over-bonds-cyclicals-over-defensive-is-savita-subramanians-contrarian-call/) - Part 1 of 2 Owning stocks over bonds and cyclicals over defensive is top-ranked strategist Savita Subramanian’s call, contrary to the vast majority of institutional investors’ positions.
- [RECESSION EVIDENCE IS BUILDING, TIME TO GET DEFENSIVE, SAYS INFLUENTIAL ECONOMIST DAVE ROSENBERG](https://wealthtrack.com/recession-evidence-is-building-time-to-get-defensive-says-influential-economist-dave-rosenberg/) - Recessions & financial crises go hand in hand after Federal Reserve tightening cycles. Outspoken economist Dave Rosenberg sees evidence of both and advises defensive investments.
- [WINNING INVESTMENT THEMES  WITH STAYING POWER IN A CHANGING WORLD](https://wealthtrack.com/winning-investment-themes-with-staying-power-in-a-changing-world/) - Part 2 of 2 Top-ranked investment strategist, Savita Subramanian identifies long-lasting investment strategies and themes that can work in a world undergoing seismic political, demographic and economic shifts.
- [U.S. MANUFACTURING RESURGENCE](https://wealthtrack.com/u-s-manufacturing-resurgence/) - For the first time in 40 years a manufacturing renaissance will be driving a long cycle of U.S. economic growth says leading economist Nancy Lazar who calls Middle America her favorite emerging market. WATCH NOW…
- [GREAT INVESTOR STEVEN ROMICK LOADED UP ON UNLOVED STOCKS DURING 2020 SELL-OFF. WHAT’S HIS PLAN NOW?](https://wealthtrack.com/great-investor-steven-romick-loaded-up-on-unloved-stocks-during-2020-sell-off-whats-his-plan-now/) - FPA Crescent’s founder and portfolio manager, Steven Romick has an impressive track record of delivering equity-like returns with less than stock market risk with his contrarian investment approach. You’ll never guess what he is buying now. WATCH NOW…
- [SMALL-CAP INVESTMENT LEGEND CHUCK ROYCE DISCUSSES OPPORTUNITIES IN UNDERAPPRECIATED SMALL CAPS](https://wealthtrack.com/small-cap-investment-legend-chuck-royce-discusses-opportunities-in-underappreciated-small-caps/) - The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap pioneer Chuck Royce explains why small caps deserve renewed attention. WATCH NOW…
- [CHUCK ROYCE SHARES 50 YEARS OF INVESTMENT WISDOM ON HIS SMALL-CAP OUTPERFORMANCE](https://wealthtrack.com/chuck-royce-shares-50-years-of-investment-wisdom-on-his-small-cap-outperformance/) - In a WEALTHTRACK exclusive, Chuck Royce discusses why his flagship, Pennsylvania Mutual Fund, has outperformed its benchmark for over half a century and why small-caps are laying the foundation for an extended cycle of above-average returns.
- [INVESTING IN AI WITH GOLD RATED BARON OPPORTUNITY FUND’S MICHAEL LIPPERT](https://wealthtrack.com/investing-in-ai-with-gold-rated-baron-opportunity-funds-michael-lippert/) - Bill Gates calls artificial intelligence a revolutionary technology. High-growth stock manager, Michael Lippert shares how he is investing in it.
- [GREAT VALUE INVESTOR STEVEN ROMICK DESCRIBES FPA CRESCENT FUND’S CURRENT POSITIONING](https://wealthtrack.com/great-value-investor-steven-romick-describes-fpa-crescent-funds-current-positioning/) - Part 1 of 2: In a rare interview, FPA Crescent Fund’s founding portfolio manager, Steven Romick puts the fund’s current positioning into perspective as it celebrates its 30th anniversary.
- [LEADING STRATEGIST JASON TRENNERT IS UNCHARACTERISTICALLY BEARISH. HE EXPLAINS WHAT’S CHANGED](https://wealthtrack.com/leading-strategist-jason-trennert-is-uncharacteristically-bearish-he-explains-whats-changed/) - Part 1 of 2 Strategas’ Jason Trennert coined the term TINA, “there is no alternative to stocks,” over a decade ago when interest rates were perpetually low. He explains why he has replaced it with TARA, “there are real alternatives to stocks.” WATCH NOW…
- [LEADING INVESTMENT STRATEGIST JASON TRENNERT IDENTIFIES FOUR MACRO THEMES SHAPING HIS PORTFOLIOS](https://wealthtrack.com/leading-investment-strategist-jason-trennert-identifies-four-macro-themes-shaping-his-portfolios/) - Part 2 of 2 Ever since the global financial crisis, macro has really mattered to investment success. Leading investment strategist Jason Trennert identifies four major long-term themes shaping his portfolios WATCH NOW…
- [VALUES AND FAITH-BASED INVESTING WITH VETERAN STRATEGIST BOB DOLL](https://wealthtrack.com/values-and-faith-based-investing-with-veteran-strategist-bob-doll/) - Veteran strategist and fund manager Bob Doll describes how he adds values and faith-based analysis to his traditional fundamental and quantitative process at Crossmark Global Investments. WATCH NOW…
- [YOCKEY: BULLISH GREAT INVESTOR](https://wealthtrack.com/yockey-bullish-great-investor/) - The bull market turned six years old earlier this month. How much of a concern is the market's age and it's more than 200% advance? In a rare interview, Artisan International and Global Funds’ Great Investor, Mark Yockey explains why he is still finding plenty of opportunities in the market and why the rising dollar is a financial game changer for many companies. WATCH NOW…
- [BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS](https://wealthtrack.com/building-a-financial-plan-to-match-your-unique-needs-with-investment-legend-charles-ellis/) - Part 2 of 2 Legendary financial thought leader Charles Ellis has spent 60 years researching and advising top investment professionals and firms. In part two of his exclusive WEALTHTRACK interview he discusses how individuals can create the best financial plan for their specific situation. WATCH NOW…
- [QUALITY BUBBLE](https://wealthtrack.com/quality-bubble/) - How to handle signs of a bubble in quality stocks with influential newsletter editor Whitney Tilson.
- [WHY NOTED RISK EXPERT RICHARD BOOKSTABER SAYS A NEW EPOCH OF ECONOMIC CRISIS IS IN OUR FUTURE](https://wealthtrack.com/why-noted-risk-expert-richard-bookstaber-says-a-new-epoch-of-economic-crisis-is-in-our-future/) - Risk expert Richard Bookstaber warned of the dangers of complex financial instruments, leverage and high market valuations before the Global Financial Crisis nearly took the world’s financial systems down in 2008. Why is he predicting a “new epoch of crisis” now?
- [DECLUTTERING PORTFOLIOS TO STREAMLINE YOUR RETIREMENT WITH CHRISTINE BENZ  ](https://wealthtrack.com/decluttering-portfolios-to-streamline-your-retirement-with-christine-benz/) - Part 2 of 2: How to streamline your retirement planning by decluttering and consolidating accounts with Morningstar’s retirement guru Christine Benz
- [EMERGING MARKETS BONDS OFFER IMPROVING CREDITS, HIGHER YIELDS, AND DIVERSE ESG OPPORTUNITIES](https://wealthtrack.com/emerging-markets-bonds-offer-improving-credits-higher-yields-and-diverse-esg-opportunities/) - Veteran emerging markets bond portfolio manager Kristin Ceva explains why EM fixed-income offers such diverse income and ESG opportunities to investors. WATCH NOW…
- [INFLATION’S DAMAGE: FINANCIAL CONSEQUENCES & INVESTMENT STRATEGIES WITH HISTORIAN JAMES GRANT](https://wealthtrack.com/inflations-damage-financial-consequences-investment-strategies-with-historian-james-grant/) - Influential financial thought leader and Federal Reserve critic James Grant has been sounding the inflation alarm for years. Now that it’s here he explains its damaging effects on the economy and markets and some ways investors can cope. WATCH NOW…
- [Investment Risks Warranting Protective Strategies](https://wealthtrack.com/investment-risks-warranting-protective-strategies/) - Part 2 of 2What does history have to teach us about the current geopolitical, economic, and investment environment? A great deal according to renowned historian Niall Ferguson. His thesis is that applying the lessons of history to contemporary events can result in better investment outcomes.One of the biggest, most consequential debates among economists, investors and
- [WHY FED WATCHING IS KEY TO PREDICTING STOCK MARKET BEHAVIOR](https://wealthtrack.com/21874-2/) - Ed Yardeni discusses why the Fed has become even more important in predicting the markets and what its current policies mean for investors. WATCH NOW…
- [HOW EASY MONEY, CHINA SLOWDOWN & BREXIT ARE TRANSFORMING THE GLOBAL ECONOMY & INVESTMENT CHOICES](https://wealthtrack.com/how-easy-money-china-slowdown-brexit-are-transforming-the-global-economy-investment-choices/) - In part two of our discussion with Ed Hymann & Matt McLennan, we are presenting the second of our two-part series focused on the global economic and investment outlook. WATCH NOW…
- [SURPRISING RETIREMENT PLANNING ESSENTIALS FROM DIET TO ADVISOR CREDENTIALS FROM TWO RETIREMENT PROS](https://wealthtrack.com/surprising-retirement-planning-essentials-from-diet-to-advisor-credentials-from-two-retirement-pros/) - The most important actions we can take are to have a plan to protect what we have, live within our means and limit the drawdowns from already battered portfolios. How do we find the right financial advisor to help us do that? That is one of the questions we will answer in this week’s WEALTHTRACK. WATCH NOW…
- [EXPECT MORE ECONOMIC & MARKET DAMAGE AS PANDEMIC REPERCUSSIONS MULTIPLY SAYS INVESTMENT VETERAN](https://wealthtrack.com/expect-more-economic-market-damage-as-pandemic-repercussions-multiply-says-investment-veteran/) - With the perspective of fifty-plus years as an economist and global portfolio manager, Global Shocks author, Nick Sargen analyzes the financial damage the COVID-19 pandemic has already caused and why he believes it will get worse before it gets better. LISTEN NOW…
- [SLOWING ECONOMIES & RECORD LEVELS OF DEBT ARE A DANGEROUS MIX](https://wealthtrack.com/slowing-economies-record-levels-of-debt-are-a-dangerous-mix/) - In part 2 of our podcast with influential economist David Rosenberg, he addresses the biggest problem currently facing governments, businesses, and consumers as global economies slow, plus where investors can find shelter in the next bear market. LISTEN NOW…
- [POSITIVE 2020 OUTLOOK FOR US ECONOMY SAYS WALL STREET’S #1 ECONOMIST ED HYMAN](https://wealthtrack.com/positive-2020-outlook-for-us-economy-says-wall-streets-1-economist-ed-hyman/) - Every year at this time we are delighted to welcome Wall Street’s long reigning number one economist, Ed Hyman to share his outlook with us. And we always pair him with a leading portfolio manager with a global investment view. For the fourth year in a row our choice is First Eagle’s Matthew McLennan. WATCH NOW…
- [THE CULTURE OF VALUE INVESTING FROM BEN GRAHAM’S & WARREN BUFFETT’S FORMER BROKERAGE FIRM](https://wealthtrack.com/the-culture-of-value-investing-from-ben-grahams-warren-buffetts-former-brokerage-firm/) - Classic value-investing delivering modern outperformance. In a WEALTHTRACK exclusive, Tweedy, Browne’s senior portfolio managers explain their Ben Graham/Warren Buffett approach. WATCH NOW…
- [RECESSION & BEAR MARKET RISKS WITH FINANCIAL THOUGHT LEADER JASON TRENNERT](https://wealthtrack.com/recession-bear-market-risks-with-financial-thought-leader-jason-trennert/) - As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to consult Jason Trennert of Strategas Research Partners, a financial thought leader who has the scope to put it all together and tell us what it means. WATCH NOW…
- [MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ TAKES US THROUGH AN ANNUAL FINANCIAL WELLNESS CHECKUP](https://wealthtrack.com/morningstars-personal-finance-guru-christine-benz-takes-us-through-an-annual-financial-wellness-checkup/) - How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup. WATCH NOW…
- [UNLOCKING CHINA’S UNDISCOVERED TREASURES WITH MATTHEWS CHINA SMALL COMPANIES FUND’S LEAD PORTFOLIO MANAGER, TIFFANY HSIAO](https://wealthtrack.com/unlocking-chinas-undiscovered-treasures-with-matthews-china-small-companies-funds-lead-portfolio-manager-tiffany-hsiao/) - Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of the category and market-beating Matthews China Small Companies fund explains the attraction. LISTEN NOW…
- [THE “STORY OF THE DECADE”: WHY U.S. ECONOMY STRENGTHENS WHILE SETTING RECORDS FOR LONGEVITY](https://wealthtrack.com/the-story-of-the-decade-why-u-s-economy-strengthens-while-setting-records-for-longevity/) - Top-ranked economist Nancy Lazar tells her “story of the decade”, why the U.S. economy is strengthening even as it sets records for expansion longevity. WATCH NOW…
- [WHAT’S NEXT AS THE WORLD EMBRACES A LEGAL CANNABIS INDUSTRY?](https://wealthtrack.com/whats-next-as-the-world-embraces-a-legal-cannabis-industry/) - NEW THIS WEEK: Canada’s legalization of marijuana use is the first major domino to fall as the world accepts a legitimate cannabis industry. History, opportunity, and challenges with David Kretzmann, analyst, and advisor to The Motley Fool’s “Marijuana Masters” and “Marijuana Mavericks”. LISTEN NOW…
- [DR. RICHARD SANDOR, THE “FATHER” OF FINANCIAL FUTURES & CARBON TRADING DISCUSSES HIS “BEST IDEA YET”](https://wealthtrack.com/dr-richard-sandor-the-father-of-financial-futures-carbon-trading-discusses-his-best-idea-yet/) - NEW THIS WEEK: Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an alternative to LIBOR, the troubled global interest rate benchmark. LISTENNOW…
- [MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION](https://wealthtrack.com/market-beating-value-investors-the-next-generation/) - Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund. WATCH NOW…
- [FAANG STOCKS DOMINANCE](https://wealthtrack.com/faang-stocks-dominance/) - NEW THIS WEEK… Thornburg Value Fund’s Connor Browne was an early investor in Google and Facebook and at various points has owned Amazon and Netflix. What’s his view of these industry disruptors now? Will they continue to innovate and dominate? Browne brings us up to speed on the state of their market and technology evolution. LEARN MORE…
- [WIDELY FOLLOWED STRATEGIST AND ECONOMIST ED YARDENI SHARES HIS UNCONVENTIONAL VIEWS ON INVESTING](https://wealthtrack.com/widely-followed-strategist-and-economist-ed-yardeni-shares-his-unconventional-views-on-investing/) - Leading Wall Street economist and strategist Ed Yardeni explains why it pays to be optimistic, even in today’s markets. WATCH NOW…
- [HALL OF FAME PORTFOLIO STRATEGIST FRANÇOIS TRAHAN EXPLAINS HOW MARKET  LEADERSHIP IS CHANGING](https://wealthtrack.com/hall-of-fame-portfolio-strategist-francois-trahan-explains-how-market-leadership-is-changing/) - In an exclusive interview, top-ranked portfolio strategist François Trahan explains the changing market leadership and why it’s predictable. WATCH NOW…
- [DUMB “SMART BETA” INVESTING: ONE OF ITS PIONEERS SAYS IF THE PRICE IS WRONG IT CAN BE REALLY DUMB. ROBERT ARNOTT WEIGHS IN](https://wealthtrack.com/arnott-financial-thought-leader/) - When ‘smart beta’ investing can be dumb! Financial innovator and thought leader, Research Affiliates’ Robert Arnott warns about pitfalls with the popular strategy he helped create. WATCH NOW…
- [WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?](https://wealthtrack.com/why-does-active-stock-picker-tom-recommend-most-of-us-should-invest-in-a-passive-index-fund/) - Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it. WATCH NOW…
- [GREENBLATT: HYBRID INVESTING](https://wealthtrack.com/greenblatt-hybrid-investing/) - How do you prevent investors from buying and selling at the wrong time? Financial innovator and successful value investor, Gotham Funds’ Joel Greenblatt explains his new hybrid approach combining indexing and his active long/short strategies. WATCH NOW…
- [YOCKEY: EXCEPTIONAL GROWTH](https://wealthtrack.com/yockey-exceptional-growth/) - A rare interview with Artisan International Fund’s Mark Yockey. Where is this award winning portfolio manager finding growth in a low growth world? WATCH NOW…
- [AXSATER & MADRIAN: RETIREMENT SOLUTIONS](https://wealthtrack.com/axsater-madrian-retirement-solutions/) - State Street Global Advisors’ Fredrik Axsater and Harvard’s Brigitte Madrian discuss workable solutions to create retirement plans for all Americans. WATCH NOW…
- [ALIBER & SARGEN: FINANCIAL CRISIS PERSPECTIVE](https://wealthtrack.com/aliber-sargen-financial-crisis-perspective/) - Why have financial crises occurred with such dismaying regularity throughout history around the world? Perspective from renowned financial crisis expert Robert Aliber and leading Wall Street economist and strategist, Nicholas Sargen. WATCH NOW…
- [KETTERER: INTERNATIONAL VALUE](https://wealthtrack.com/ketterer-international-value/) - Highly-rated global investor, Sarah Ketterer, Portfolio Manager of Causeway International Value Fund explains why there is still plenty of value to be found in overseas markets. WATCH NOW…
- [ELLIS: INDEX REVOLUTION](https://wealthtrack.com/ellis-index-revolution/) - An exclusive interview with Financial Thought Leader, consultant and author Charles Ellis on why investing in low cost, passive index funds, not actively managed ones is the best choice for most individual investors. WATCH NOW…
- [BRADY: DESIRABLE DIVIDENDS](https://wealthtrack.com/brady-desirable-dividends/) - Top rated bond fund manager Jason Brady, CEO of Thornburg Investment Management explains why he currently favors dividend paying stocks over bonds! WATCH NOW…
- [CLEMENTS & JAKAB: RETHINKING MONEY](https://wealthtrack.com/clements-jakab-rethinking-money/) - All about money. How to think about if, spend it, invest it wisely and avoid losing it with Jonathan Clements, award winning author of How to Think About Money and Spencer Jakab, columnist and editor at The Wall Street Journal and author of Heads I Win, Tails I Win. WATCH NOW…
- [BRUGÈRE-TRÉLAT & TRENNERT: BREXIT’S LONG-TERM CONSEQUENCES](https://wealthtrack.com/brugere-trelat-trennert-brexits-long-term-consequences/) - Brexit, Britain’s decision to leave the European Union has long term economic and market consequences. What are they? Franklin Mutual European Fund manager, Philippe Brugère-Trélat and leading strategist, Jason Trennert of Strategas Research Partners weigh in. WATCH NOW…
- [SARGEN & WILBY: INVESTING IN TURBULENCE](https://wealthtrack.com/sargen-wilby-investing-turbulence/) - A rare interview with two veteran investors who say turbulent and volatile markets are here to stay and require some unusual approaches. Fort Washington Investment Advisor’s Nick Sargen and former mutual fund star, now private investor Bill Wilby share their strategies. WATCH NOW…
- [DAVIS: COMPOUNDING MACHINES](https://wealthtrack.com/davis-compounding-machines/) - Third generation value investor Chris Davis discusses why unpopular financial stocks can actually be compounding machines. WATCH NOW…
- [ROYCE: SMALL COMPANY VALUE](https://wealthtrack.com/royce-small-company-value/) - An exclusive interview with small cap stock pioneer Chuck Royce who says small, top quality companies are selling at bargain prices. WATCH NOW…
- [ZWEIG: DEMYSTIFYING WALL STREET](https://wealthtrack.com/zweig-demystifying-wall-street/) - Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, "The Intelligent Investor" columnist at The Wall Street Journal and author. His latest book, The Devil’s Financial Dictionary provides an entertaining, informative and insightful look into Wall Street’s true nature. WATCH NOW…
- [GARDNER: RULE BREAKERS](https://wealthtrack.com/gardner-rule-breakers/) - David Gardner, Co-Founder of The Motley Fool describes his “Rule Breakers” approach that has trounced the market. WATCH NOW…
- [MCMAHON: BUILDING INCOME](https://wealthtrack.com/mcmahon-building-income/) - Finding investment income is not getting any easier. The Federal Reserve's most recent decision to keep short term interest rates at record lows means there is no relief yet. Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund. WATCH NOW…
- [TRENNERT: UNAPPRECIATED BULL MARKET](https://wealthtrack.com/trennert-unappreciated-bull-market/) - Despite the fact that we have had an almost uninterrupted bull market for the last 6 years, investors have remained largely unconvinced, favoring bonds over stocks by an overwhelming margin. Are the best years of the bull market now behind us? Are equity markets becoming too volatile and risky to navigate safely? This week's guest doesn't think so. Financial Thought Leader, Jason Trennert, Chief Investment Strategist of Strategas Research Partners explains why US stocks are still a good deal for investors. WATCH NOW…
- [MCLENNAN: CRISIS INVESTING](https://wealthtrack.com/mclennan-crisis-investing/) - First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle. He'll explain how he is building an all-weather portfolio to withstand future market storms. WATCH NOW…
- [RUSSO: LONG-TERM VALUE](https://wealthtrack.com/russo-long-term-value/) - A rare interview with great value investor and Warren Buffett student Tom Russo, who invests in iconic brand name companies for the long term. Which global businesses is he most enthused about now? WATCH NOW…
- [BOTSFORD: RETIREMENT INCOME FOCUS](https://wealthtrack.com/botsford-retirement-income-focus/) - Award winning financial planner Erin Botsford believes traditional retirement approaches including heavy reliance on stock and bond investments, asset allocation strategies and set annual withdrawals are unreliable and in some cases downright dangerous. Instead the CEO and founder of The Botsford Group relies on guaranteed sources of income to pay for life’s necessities. WATCH NOW…
- [GAFFNEY: CONTRARIAN BOND INVESTING](https://wealthtrack.com/gaffney-contrarian-bond-investing/) - Contrary to most forecasts, award winning portfolio manager Kathleen Gaffney sees a brighter growth outlook in China, the U.S. and much of the world, and is finding unusual bargains in battered areas like energy and commodities. On this week's WEALTHTRACK, Gaffney explains why she is investing in unpopular places in her Eaton Vance Bond Fund. WATCH NOW…
- [MCLENNAN: PATIENT INVESTING](https://wealthtrack.com/mclennan-patient-investing/) - A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea. WATCH NOW…
- [AHAMED: POWERFUL CENTRAL BANKERS](https://wealthtrack.com/ahamed-powerful-central-bankers/) - We discuss the lessons learned and ignored from the powerful central bankers of a century ago. Financial Thought Leader Liaquat Ahamed, the Pulitzer Prize winning author of Lords of Finance discusses the differences and similarities between central bank policies today and those leading up to the Great Depression. WATCH NOW…
- [CELEBRATING 25 YEARS OF STOCK PICKING WITH THE MOTLEY FOOL  CO-FOUNDERS DAVID & TOM GARDNER](https://wealthtrack.com/celebrating-25-years-of-stock-picking-with-the-motley-fool-co-founders-david-tom-gardner/) - Celebrating 25 years, The Motley Fool’s Co-Founders David and Tom Gardner share their core market-beating principals. Part 1 of 2. WATCH NOW…
- [NOT A REAGAN BULL  MARKET: BOND FUND MANAGER, DAN ROBERTS WARNS WIDESPREAD COMPARISONS TO THE REAGAN ERA ARE DANGEROUS FOR INVESTORS](https://wealthtrack.com/not-a-reagan-bull-market-bond-fund-manager-dan-roberts-warns-widespread-comparisons-to-the-reagan-era-are-dangerous-for-investors/) - An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk. WATCH NOW…
- [MONEY SAVING ADVICE: THOUSANDS LOST BY SENIORS WHO PAY TOO MUCH FOR MEDICARE; DON’T CLAIM ENOUGH FROM SOCIAL SECURITY. HOW TO GET WHAT YOU DESERVE](https://wealthtrack.com/franklin-votava-money-saving-advice/) - How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WATCH NOW…
- [HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE](https://wealthtrack.com/high-risk-bond-markets-give-active-management-the-edge/) - The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management. WATCH NOW…
- [HIGH RISK MARKET: INTERNATIONAL VALUE ADVISERS’ CHARLES DE VAULX SAYS THE MARKETS ARE EXPENSIVE AND OPPORTUNITIES FEW](https://wealthtrack.com/high-risk-market-international-value-advisers-charles-de-vaulx-says-markets-expensive-opportunities/) - Veteran value fund manager, IVA Advisers' Charles de Vaulx explains why he has nearly 40% of his portfolios in cash. WATCH NOW…
- [END OF AN EXTRAORDINARY ERA: JAMES GRANT DECLARES THE END OF THE LOWEST INTEREST RATES IN FIVE MILLENNIA AND WARNS OF THE PERILS AHEAD](https://wealthtrack.com/end-of-an-extraordinary-era-james-grant-declares-the-end-of-the-lowest-interest-rates-in-five-millenia-and-warns-of-the-perils-ahead/) - A different investment world. Financial Thought Leader, James Grant, Editor of Grant’s Interest Rate Observer declares the 35 year bull market over and sees few opportunities to replace it. WATCH NOW…
- [THE GREAT ROTATION: MICHAEL HARTNETT IS TRACKING THE MARKET’S ROTATION FROM DAVOS MAN TO JOE SIX-PACK INVESTMENTS](https://wealthtrack.com/great-rotation-michael-hartnett-tracking-markets-rotation-davos-man-joe-six-pack-investments/) - The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors. WATCH NOW…
- [PRICED TO PERFECTION: AFTER A 30% PLUS GAIN, VALUE INVESTOR CHARLIE DREIFUS CAUTIONS THE MARKETS ARE EXPENSIVE AND ITS TIME TO “DE-RISK”  PORTFOLIOS](https://wealthtrack.com/priced-perfection-30-plus-gain-value-investor-charlie-dreifus-cautions-markets-expensive-time-de-risk-portfolios/) - Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus. WATCH NOW…
- [BERKOWITZ: FAIRHOLME TURNAROUND?](https://wealthtrack.com/berkowitz-fairholme-turnaround/) - An exclusive interview with a deep value investor whose outstanding long term track record has been seriously tested in recent years. Why Fairholme Fund's Bruce Berkowitz says there is light at the end of the tunnel. WATCH NOW…
- [FRANKLIN: RETIREMENT ESSENTIALS](https://wealthtrack.com/franklin-retirement-essentials/) - Retirement essentials with award winning personal finance journalist and Social Security expert Mary Beth Franklin. Why you need a new balancing act for a secure retirement. WATCH NOW…
- [SARGEN: FINANCIAL GAME CHANGERS](https://wealthtrack.com/sargen-financial-game-changers/) - What are the biggest financial game changers of this decade? The unprecedented cycle of global central bank easing and low interest rates? The dramatic decline in oil prices? Fort Washington Advisors' Nick Sargen discusses the economic and market moving shifts in energy, inflation and central bank policy - and what they mean for investors WATCH NOW…
- [POND: ACHIEVABLE RETIREMENT PLANNING](https://wealthtrack.com/pond-achievable-retirement-planning-2/) - Despite widespread warnings to the contrary, veteran financial planner and investment advisor Jonathan Pond believes no matter what your age or circumstances you can take steps to get your financial house in order and achieve a comfortable retirement. WATCH NOW…
- [ROBERTS: UNCONSTRAINED FLEXIBILITY](https://wealthtrack.com/roberts-unconstrained-flexibility/) - Seeking higher returns and protection against an eventual rise in interest rates, investors have been turning to non-traditional "unconstrained" bond funds. According to Morningstar, nontraditional bond fund assets have more than doubled to a record $151.5 billion last year, from $62.5 billion in 2011. On this week's WEALTHTRACK, an exclusive interview with an award winning portfolio manager who is an expert in this field. Dan Roberts of the five star rated MainStay Unconstrained Bond Fund explains why investment flexibility is so critical in today’s complex markets. WATCH NOW…
- [ASNESS: SMART APPROACHES](https://wealthtrack.com/asness-smart-approaches/) - According to this week's guest, both stocks and bonds are more expensive now than they have been in 90% of market history. How do you invest if both markets are historically expensive? On this week's WEALTHTRACK, AQR Capital’s Great Investor and Financial Thought Leader Cliff Asness describes some smart approaches. WATCH NOW…
- [LAZAR:  U.S. COMEBACK](https://wealthtrack.com/lazar-u-s-comeback/) - How many times have you heard that China is on its way to surpassing the United States as the main driver of world economic growth? This week’ s guest says not so fast – growth dynamics are changing and the widely forecast new world order is returning to the old world order. Top rated economist, Nancy Lazar explains why the U.S. has resumed its role as the driver of global economic growth and China is lagging. WATCH NOW…
- [NADEL & LOWE: VOLATILE OPPORTUNITIES](https://wealthtrack.com/nadel-lowe-volatile-opportunities/) - Despite the recent sell off in Russia, other oil exporting countries and emerging markets in general, the standard investment view has been that three of the BRICs – China, India and Brazil – are just too big and consequential to be ignored. This week’s guests concur. Kenneth Lowe, Portfolio Manager of the Matthews Asia Focus fund and the Matthews Asian Growth and Income fund, and David Nadel, Director of International Research for Royce & Associates and Portfolio Manager of several funds, including the Royce International Smaller-Companies fund, will discuss the opportunities they are seeing in Brazil, China and India. WATCH NOW…
- [THE MOTLEY FOOL’S CO-FOUNDERS ON BEATING THE MARKET, BUILDING A GLOBAL BUSINESS & HAVING FUN](https://wealthtrack.com/the-motley-fools-co-founders-on-beating-the-market-building-a-global-business-having-fun/) - Beating the market, building a business & having fun with The Motley Fool’s Tom & David Gardner. Part 2 of 2. WATCH NOW…
- [MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY](https://wealthtrack.com/municipal-bond-markets-are-attracting-record-amounts-of-investor-money/) - Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella. WATCH NOW…
- [BUCHANAN: UNPOPULAR OPPORTUNITIES](https://wealthtrack.com/buchanan-unpopular-opportunities/) - Top bond manager Michael Buchanan explains why he and the award winning Western Asset Management team are finding the best opportunities in unpopular areas. WATCH NOW…
- [GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE'S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH](https://wealthtrack.com/wallack-contrarian-approach/) - A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack. WATCH NOW…
- [HYMAN & STATTMAN: PART 1 - EXCLUSIVE 2016 U.S.OUTLOOK](https://wealthtrack.com/hyman-stattman-part-1-exclusive-2016-u-s-outlook/) - Part I of our annual, exclusive interview with Evercore ISI’s legendary economist, Ed Hyman and BlackRock Global Allocation Fund’s Dennis Stattman on the state of the U.S. economy and markets. WATCH NOW…
- [ROTHMAN: PERSPECTIVE ON CHINA](https://wealthtrack.com/rothman-perspective-on-china/) - Understanding China. Is the world’s second largest economy in serious trouble or just experiencing growing pains? Perspective from experienced China hand, Andy Rothman, Investment Strategist at Asia focused mutual fund pioneer, Matthews Asia. WATCH NOW…
- [SMEAD: HIGH PERFORMANCE FORMULA](https://wealthtrack.com/smead-high-performance-formula/) - Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance. WATCH NOW…
- [JENKINS & MAGNUSEN: ALTERNATIVE INVESTMENTS](https://wealthtrack.com/jenkins-magnusen-alternative-investments-2/) - Worried about the stock and bond markets? Are alternative investments the solution? Alternatives, such as hedge funds now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. WATCH NOW…
- [COOPER & EADES: ENERGY OPPORTUNITIES](https://wealthtrack.com/cooper-eades-energy-opportunities/) - One of the biggest financial stories of the past year was the dramatic decline in oil prices and every asset class connected to them. The drop did more than send prices of energy stocks and bonds tumbling. It also splintered OPEC. Energy analysts Gib Cooper and Chris Eades explain the positives for investors. WATCH NOW…
- [LUND & BERNSTEIN: CHANGING CHARITY](https://wealthtrack.com/lund-bernstein-changing-charity/) - We take a look at how the world of charitable giving is changing. Two heads of leading philanthropies, Jed Bernstein of Lincoln Center and Jack Lund of the YMCA of Greater New York discuss how organizations are adapting to new societal needs and donor demands. WATCH NOW…
- [JENKINS & MAGNUSEN: ALTERNATIVE INVESTMENTS](https://wealthtrack.com/jenkins-magnusen-alternative-investments/) - Worried about the stock and bond markets? Are alternative investments the solution? Alternatives, such as hedge funds now come in a liquid mutual fund form so they can be bought and sold daily on an exchange. They are regulated and transparent, so you know what they own – and the fees are considerably less than hedge funds. Most are available to average individual investors. These Liquid Alternative funds have taken off – their assets have increased ten fold since 2005. Lipper’s Robert Jenkins and Altegris Advisors’ Lara Magnusen discuss the risks and rewards of alternative investments. WATCH NOW…
- [de LARDEMELLE: SCARCE VALUE](https://wealthtrack.com/de-lardemelle-scarce-value/) - For most investors, both amateur and professional, the primary goal of investing is to make money. However a handful of our guests have another top priority – capital preservation. IVA Worldwide Fund’s co-portfolio manager Charles de Lardemelle is one of them. On this week’s WEALTHTRACK he explains why he is now holding more cash and fewer stocks in his value seeking portfolios. WATCH NOW…
- [NADEL: INTERNATIONAL SMALL CAP VALUE](https://wealthtrack.com/nadel-international-small-cap-value/) - David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio. WATCH NOW…
- [BENZ: MANAGING THE BUCKETS](https://wealthtrack.com/benz-managing-buckets/) - Investing for retirement and the years in retirement is one of the biggest challenges any of us face. After extensive research on the topic, Morningstar’s Director of Personal Finance, Christine Benz has decided taking the “bucket approach” is a sound strategy. LISTEN NOW…
- [GRIFFIN & TAYLOR: HIGHER HURDLES FOR WOMEN](https://wealthtrack.com/griffin-taylor-higher-hurdles-women/) - For the start of our tenth season of WEALTHTRACK we are exploring the unique difficulties women face in achieving long-term financial security. The fact is most women not only outlive their male counterparts, they also save and earn less, a daunting combination when paying for retirement. Two award-winning financial advisors explain what every woman needs to know to build a financial plan to last a lifetime. WATCH NOW…
- [RETIREES ON TRACK](https://wealthtrack.com/retirees-track/) - [box] As it's the summer fund raising season on public television, this week we are revisiting an interview with two top personal finance journalists, both now at The Wall Street Journal. Jonathan Clements and Jason Zweig tackle the three greatest financial challenges facing Americans. Watch the episode here. [/box] New this week, we are sharing some interesting research on retirement savings. It's from a recent T. Rowe Price survey which found that recent retirees with 401 (k)s feel on track meeting their financial goals. Some of their key findings are that retirees are living on less - on average, around 66% of their pre-retirement income. However, nearly 60% report that are living as well or better than when they were working. Almost 90% are reasonably satisfied with retirement so far and most think that are better off compared with how their parents fared in retirement. WATCH NOW…
- [Darst & Kaplan: Portfolio Changes](https://wealthtrack.com/darst-kaplan-portfolio-changes/) - With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations. WATCH NOW…
- [FRANCOIS TRAHAN](https://wealthtrack.com/francois-trahan/) - Consuelo talks to one of Wall Street’s top investment strategists, Francois Trahan about why he believes the dollar is key to understanding stock market performance this year. Learn how to take advantage of the dollar, in weakness and in strength, with Wolfe Trahan’s Chief Investment Strategist. WATCH NOW…
- [CHARLES ROYCE](https://wealthtrack.com/charles-royce-2/) - An exclusive interview with legendary portfolio manager Chuck Royce. The small company stock guru explains how he has beaten the market with less risk over the last 35 years and why small is still beautiful. WATCH NOW…
- [DANIEL O’KEEFE: MORNINGSTAR’S INTERNATIONAL STOCK FUND MANAGER OF THE YEAR](https://wealthtrack.com/daniel-okeefe-morningstars-international-stock-fund-manager-year/) - A rare interview with the 2013 and 2008 Morningstar International Stock Fund Manager of the Year! Portfolio Manager Daniel O’Keefe explains how his Artisan International Value and Artisan Global Value funds trounce the competition and the market in both bull and bear markets. WATCH NOW…
- [TAX TIPS THAT MAY $AVE YOU MONEY](https://wealthtrack.com/tax-tips-that-may-save-you-money/) - When you go to your financial adviser, how much time do you spend talking about taxes? Probably not enough. Incomes taxes, capital gains taxes, estate taxes . . . you know what they are. For these financial advisers, each of whom specializes in women clients, talking about taxes is a priority. You should hear what they’ve got to say.
- [CORTAZZO & LEBENTHAL - MINIMIZING TAX PAIN](https://wealthtrack.com/premium-mark-cortazzo-alexandra-lebenthal-2/) - Nothing is certain but death and taxes and what is certain this year is that taxes have gone up. Increases in the social security tax rate, Federal laws such as the Affordable Care Act and the American Taxpayer Relief Act of 2012, and stock market gains mean many Americans are facing much higher tax bills. Financial advisors Alexandra Lebenthal and Mark Cortazzo will help us minimize the pain. WATCH NOW…
- [BRIAN ROGERS - NOTHING IS CHEAP](https://wealthtrack.com/brian-rogers-nothing-cheap/) - “What if nothing is cheap” in today’s market? In a rare interview, Brian Rogers, longtime portfolio of the T. Rowe Price Equity Income Fund, a Morningstar favorite, tells us why he’s worried about risks and “pockets of craziness” in the market and where he is finding value in an expensive world. WATCH NOW…
- [DONALD YACKTMAN: A GREAT INVESTOR TURNS MORE CONSERVATIVE](https://wealthtrack.com/donald-yacktman-great-investor-turns-conservative/) - Donald Yacktman, President and Founder of Yacktman Asset Management runs two five-star funds. Both have beaten the markets and their peers by wide margins over the years. This past Morningstar Stock Fund Manager of the Year explains while his approach to picking stocks has stayed the same, his current strategy is changing. WATCH NOW…
- [DAVID ROSENBERG: SEISMIC INVESTMENT SHIFT](https://wealthtrack.com/seismic-investment-shift/) - Financial Thought Leader David Rosenberg is predicting a generational investment shift. He explains his new call and why investors should be making some proactive changes to their portfolios now. WATCH NOW…
- [KATHLEEN GAFFNEY - BOND BETS!](https://wealthtrack.com/kathleen-gaffney-bond-bets/) - Federal Reserve Chairman, Ben Bernanke, surprised everyone this week by announcing that the Fed would not stop its quantitative easing as Bernanke hinted he would do by the end of the year. The announcement sent the stock markets to new highs. Critics say the Fed is sending investors too many mixed messages. Is this any time to launch a new bond fund? This week's Great Investor guest thinks so! Kathleen Gaffney co-managed the legendary Loomis Sayles Bond Fund with bond giant Dan Fuss and branched off this past year to launch the Eaton Vance Bond Fund and serves as the firm's Co-Director of Investment Grade Income. Gaffney will discuss how she's positioning the Eaton Vance Bond Fund for the turbulent times ahead! WATCH NOW…
- [MATT MCLENNAN: THE "MIRAGE" RECOVERY](https://wealthtrack.com/matt-mclennan-the-mirage-recovery/) - Is the financial crisis really over? Are we in danger of another one? In a recent speech, Hank Paulson, the Secretary of the Treasury during the crisis said yes, we are still in danger and that “there are a number of issues that trouble and in some cases flabbergast me.” Our guest this week, Matthew McLennan, is in complete agreement. WATCH NOW…
- [RICHARD FREEMAN - A GREAT INVESTOR EXCLUSIVE!](https://wealthtrack.com/richard-freeman-great-investor-exclusive/) - This week’s guest is sticking to his knitting, which is picking stocks that will deliver what he calls “good absolute returns” over time. He is Richard Freeman of ClearBridge Aggressive Growth Fund. WATCH NOW…
- [WHAT RISKS ARE BUILDING IN THE MARKETS TODAY?](https://wealthtrack.com/what-risks-are-building-in-the-markets-today/) - On the 30th anniversary of the 1987 market crash, leading financial risk expert Richard Bookstaber identifies the biggest risks in today’s markets. WATCH NOW…
- [BILL MILLER ON INVESTING IN DISRUPTIVE TECHNOLOGIES INCLUDING BITCOIN](https://wealthtrack.com/bill-miller-on-investing-in-disruptive-technologies-including-bitcoin/) - Miller Value Partners’ Bill Miller holds the record for being the only mutual fund manager to beat the market for 15 years in a row. One way he did it is by investing in new technologies that the Wall Street establishment thought were crazy at the time - Amazon, Google, and Facebook among them. His latest “crazy” idea: Bitcoin. WATCH NOW…
- [HYMAN & KIM: EXCLUSIVE NEW YEAR OUTLOOK, PART TWO](https://wealthtrack.com/hyman-kim-exclusive-new-year-outlook-part-two/) - Part II of our exclusive annual outlook with Wall Street's legendary number one economist, Evercore ISI's Ed Hyman. This year he is joined by another WEALTHTRACK exclusive, New York Life’s Vice Chairman and Chief Investment Officer, John Kim. They will discuss the striking differences between the U.S. economy since the financial crisis and the slow, uneven rebound in the rest of the world and what they mean for global economies and markets. WATCH NOW…
- [GRANT: MARKET DANGERS](https://wealthtrack.com/grant-market-dangers/) - Are dangerous cracks already appearing in the foundations of the world’s bond markets? In a rare interview, financial historian and bond market analyst James Grant, publisher of Grant’s Interest Rate Observer warns of the building investment fault lines. WATCH NOW…
- [SURGING INDEX FUNDS, FEWER PUBLICLY TRADED STOCKS, COMPUTER-DOMINATED TRADING, WHAT'S IT ALL MEAN FOR INVESTORS?](https://wealthtrack.com/surging-index-funds-fewer-publicly-traded-stocks-computer-dominated-trading-whats-it-all-mean-for-investors/) - What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WATCH NOW…
- [GREGG FISHER:  FOREIGN OPPORTUNITIES](https://wealthtrack.com/gregg-fisher-foreign-opportunities/) - The U.S. stock market has been one of the strongest performers in the world since the financial crisis, but some question if its days of market leadership are numbered. This week’s guest is starting to look in battered down international markets. Gregg Fisher, a top rated financial advisor explains the diversification benefits of small company foreign stocks and international real estate. WATCH NOW…
- [KEYS TO INVESTMENT SUCCESS WITH DENNIS STATTMAN, CO-FOUNDER BLACKROCK GLOBAL ALLOCATION FUND](https://wealthtrack.com/keys-to-investment-success-with-dennis-stattman-co-founder-blackrock-global-allocation-fund/) - Great investor Dennis Stattman recently retired from running the award-winning BlackRock Global Allocation Fund after launching it nearly 30 years ago. He’ll share his investment lessons learned and how to apply them now. WATCH NOW…
- [KESSLER: TREASURY BOND CONTRARIAN](https://wealthtrack.com/kessler-treasury-bond-contrarian/) - Our guest is taking on the Wall Street consensus. The overwhelming sentiment from economists, analysts and strategists is that the great bond bull market, particularly in U.S. Treasuries, is over. Treasury bonds have been described as extremely overvalued, risky and undesirable. Not so says global bond manager Robert Kessler. He is sticking with his decade long, bullish view on Treasuries and says the Federal Reserve is in “no position to raise interest rates.” WATCH NOW…
- [MARK FREEMAN - FINDING INCOME WITHOUT TAKING UNDUE RISK](https://wealthtrack.com/mark-freeman-finding-income-without-taking-undue-risk/) - Where can you find income in a world with record low interest rates and paltry bond yields without taking on too much risk? This week's guest, Mark Freeman, has a proven track record of doing so, which is why his Westwood Income Opportunity Fund is a Morningstar favorite. WATCH NOW…
- [GROWTH STOCKS WITH DOWNSIDE PROTECTION](https://wealthtrack.com/growth-stocks-with-downside-protection/) - Growth stocks with downside protection from the award-winning growth fund manager, Margaret Vitrano WATCH NOW…
- [IS CHINA WORTH THE INVESTMENT RISK? PROS & CONS WITH A SOVEREIGN RISK EXPERT AND CHINA FUND MANAGER](https://wealthtrack.com/is-china-worth-the-investment-risk-pros-cons-with-a-sovereign-risk-expert-and-china-fund-manager/) - China’s middle class is growing and thriving with an estimated 400 million millennials alone, shopping and traveling. The Communist Party remains in control of the government and the legal system. The widespread western belief that democracy would develop as China’s economy and citizens flourished has not panned out. Is China an unstoppable economic juggernaut with tremendous investment potential or a developing and thus risky economy? WATCH NOW…
- [BONDS WITH SOCIAL IMPACT WITH FIVE-STAR FUND MANAGER STEPHEN LIBERATORE](https://wealthtrack.com/bonds-with-social-impact-with-five-star-fund-manager-stephen-liberatore/) - This week’s guest is a leader in the relatively recent field of fixed income ESG investing, as well as the new area of impact investing in public fixed income markets, where bond proceeds are directed to a specific project or goal and the results are measurable. He is Stephen Liberatore, lead portfolio manager at TIAA Investments for responsible investment fixed income mandates that incorporate ESG criteria. Liberatore will discuss what he looks for as a socially responsible bond investor in a field that has traditionally been dominated by equity investors. WATCH NOW…
- [ALTERNATIVE STRATEGIES TO MAKE MONEY IN DOWN MARKETS: WHAT’S BOB DOLL DOING?](https://wealthtrack.com/alternative-strategies-to-make-money-in-down-markets-whats-bob-doll-doing/) - One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history. This week’s guest operates in the sweet spot of the current market, large-company stocks, but he is advising caution to his clients. He is a widely followed market strategist and successful investor, Robert Doll. With the economic recovery now the longest on record and slowing, how worried is he about a recession? WATCH NOW…
- [THE IMPORTANCE OF GOLD IN DE-RISKING PORTFOLIOS](https://wealthtrack.com/the-importance-of-gold-in-de-risking-portfolios/) - Financial risks are adding up. Global value investor Chuck de Lardemelle explains how he is de-risking his portfolios including the essential role gold is playing in the process. WATCH NOW…
- [SMALL COMPANY EXECUTIVES ARE NOT WORRIED ABOUT RECESSION & THEIR STOCKS ARE MAKING A COMEBACK](https://wealthtrack.com/recession-threat-small-cap-companies-tell-chuck-royce-recession-not-a-concern/) - Small company value stocks are coming back. Royce Funds’ small-cap pioneer Chuck Royce explains why. WATCH NOW…
- [FOLLOW BUFFETT’S INVESTMENT PRINCIPLES: GREAT INVESTOR TOM RUSSO CONTINUES TO DO SO](https://wealthtrack.com/follow-buffetts-investment-principles-great-investor-tom-russo-continues-to/) - Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018. Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years. Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds. WATCH NOW…
- [BILL MILLER IV ON HOW HIS INVESTMENT STYLE DIFFERS FROM HIS DAD’S, LEGENDARY INVESTOR BILL MILLER](https://wealthtrack.com/bill-miller-iv-on-how-his-investment-style-differs-from-his-dads-legendary-investor-bill-miller/) - Finding high income at value prices is a team approach with legendary investor Bill Miller and portfolio manager son, Bill Miller IV. WATCH NOW…
- [ENVIRONMENTAL IMPACT INVESTING IS ATTRACTING DOLLARS & DELIVERING RESULTS. 2 EXPERTS SHARE STRATEGIES](https://wealthtrack.com/environmental-impact-investing-is-attracting-dollars-delivering-results-2-experts-share-strategies/) - Environmental impact investing is attracting dollars and delivering results. Two experts share their investment strategies. WATCH NOW…
- [AVOIDING DISASTROUS MISTAKES: THE DANGER OF PORTFOLIO VOLATILITY IN RETIREMENT](https://wealthtrack.com/avoiding-disastrous-mistakes-the-danger-of-portfolio-volatility-in-retirement/) - Avoiding disastrous mistakes in retirement with award-winning financial planner Mark Cortazzo. WATCH NOW…
- [TOP-RATED RESEARCH TEAM MEMBERS ASSESS THE PROSPECT FOR THE ECONOMIC EXPANSION’S LONGEVITY](https://wealthtrack.com/top-rated-research-team-members-assess-the-likelihood-of-recession-and-a-bear-market/) - Economic expansion and bull market longevity outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top-rated research team. WATCH NOW…
- [INVEST WHERE OTHERS FEAR TO TREAD FOR INCOME AND APPRECIATION: EATON VANCE’S KATHLEEN GAFFNEY](https://wealthtrack.com/invest-where-others-fear-to-tread-for-income-and-appreciation-eaton-vances-kathleen-gaffney/) - Globe-trotting Eaton Vance bond manager Kathleen Gaffney looks where others are fleeing for higher total returns. WATCH NOW…
- [PURPOSE MATTERS. PHILANTHROPY AND SOCIAL RESPONSIBILITY EXPERTS DESCRIBE THE NEW CIVIC AGE](https://wealthtrack.com/purpose-matters-philanthropy-and-social-responsibility-experts-describe-the-new-civic-age/) - Doing good has become a global movement. Philanthropy expert Pamela Norley and Corporate Social Responsibility consultant Toby Usnik describe the new civic age. WATCH NOW…
- [TREASURY BOND MAVEN ROBERT KESSLER WARNS OF RECESSION AHEAD & WHERE TO TAKE SHELTER](https://wealthtrack.com/treasury-bond-maven-robert-kessler-warns-of-recession-ahead-where-to-take-shelter/) - In a WEALTHTRACK Exclusive, Treasury Bond manager Robert Kessler warns of recession ahead & which U.S. Treasury securities are the purest play on Federal Reserve interest rate policies. WATCH NOW…
- [RUNNING OUT OF MONEY IS THE GREATEST RETIREMENT FEAR. HOW TO AVOID IT WITH TWO RETIREMENT EXPERTS](https://wealthtrack.com/running-out-of-money-is-the-greatest-retirement-fear-how-to-avoid-it-with-two-retirement-experts/) - Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. WATCH NOW…
- [WESTERN ASSET MANAGEMENT’S ROBERT AMODEO SAYS MUNIS CAN STILL PROVIDE A SAFE HAVEN FOR INVESTORS](https://wealthtrack.com/western-asset-managements-robert-amodeo-says-munis-can-still-provide-a-safe-haven-for-investors/) - Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WATCH NOW…
- [U.S. OUTLOOK FROM TOP ECONOMIST ED HYMAN & GLOBAL PORTFOLIO MANAGER MATTHEW MCLENNAN](https://wealthtrack.com/premium-mclennan-hyman-part-1-2/) - Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WATCH NOW…
- [WHAT’S THE BIGGEST RISK IN THE MARKETS TODAY?](https://wealthtrack.com/whats-the-biggest-risk-in-the-markets-today/) - Top strategist Richard Bernstein says investors are looking for risk in all the wrong places. He explains where he believes the biggest risk by far is in the bond market. WATCH NOW…
- [ENERGY GURU TOM PETRIE ON THE U.S.’ NEW FOUND DOMINANCE AS THE WORLD’S NUMBER ONE OIL PRODUCER](https://wealthtrack.com/energy-guru-tom-petrie-on-the-u-s-new-found-dominance-as-the-worlds-number-one-oil-producer/) - The shale oil revolution. Oil and gas guru Tom Petrie explains the new world order and its investment opportunities. WATCH NOW…
- [WHY FIVE STAR FUND MANAGER MARY ELLEN STANEK IS PROUD TO BE BORING](https://wealthtrack.com/why-five-star-fund-manager-mary-ellen-stanek-is-proud-to-be-boring/) - 5-star fund manager Mary Ellen Stanek explains why she is proud to describe her Baird Core Plus Bond Fund as sleep insurance for investors. WATCH NOW…
- [FINANCIAL THOUGHT LEADER CLIFF ASNESS SETS THE QUANT AND HEDGE FUND RECORD STRAIGHT](https://wealthtrack.com/financial-thought-leader-cliff-asness-sets-the-quant-and-hedge-fund-record-straight-2/) - How to invest in today’s expensive and risky markets? AQR Capital’s Cliff Asness, a rare combination of Great Investor and Financial Thought Leader shares his views and strategies on the fifteenth season premiere of Consuelo Mack WEALTHTRACK WATCH NOW…
- [GLOBAL ECONOMIST JOHN LIPSKY JOINS STRATEGIST  & AUTHOR NICK SARGEN WITH PERSPECTIVES & ADVICE](https://wealthtrack.com/global-economist-john-lipsky-joins-strategist-author-nick-sargen-with-perspectives-advice/) - Two wise men of global finance, John Lipsky, and Nick Sargen discuss policies and investments in the Trump era. WATCH NOW…
- [HARDING LOEVNER’S SIMON HALLETT ON THE CONSTANT VIGILANCE REQUIRED TO KEEP ITS COMPETITIVE EDGE](https://wealthtrack.com/harding-loevners-simon-hallett-on-the-constant-vigilance-required-to-keep-its-competitive-edge/) - What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WATCH NOW…
- [ARE CRYPTOCURRENCIES THE NEXT BIG THING? ETF EXPERT MATT HOUGAN EXPLAINS HIS MOVE TO CRYPTOS](https://wealthtrack.com/are-cryptocurrencies-the-next-big-thing-etf-expert-matt-hougan-explains-his-move-to-cryptos/) - Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WATCH NOW…
- [A LEGENDARY VALUE INVESTOR MIXES PASSIVE WITH ACTIVE TO OVERCOME DESTRUCTIVE INVESTOR BEHAVIOR](https://wealthtrack.com/a-legendary-value-investor-mixes-passive-with-active-to-overcome-destructive-investor-behavior/) - An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active strategies. WATCH NOW…
- [INFLUENTIAL STRATEGIST JASON TRENNERT SAYS THE FULL EFFECTS OF TAX REFORM & DEREGULATION ARE STILL AHEAD](https://wealthtrack.com/influential-strategist-jason-trennert-says-the-full-effects-of-tax-reform-deregulation-are-still-ahead/) - Influential strategist Jason Trennert explains why economic growth is accelerating and Main Street will now lead Wall Street. WATCH NOW…
- [FINANCIAL SMARTS: JONATHAN CLEMENTS’ TIPS TO RAISE FINANCIALLY SAVVY CHILDREN](https://wealthtrack.com/financial-smarts-jonathan-clements-tips-to-raise-financially-savvy-children/) - NEW THIS WEEK: How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Award-winning personal finance journalist Jonathan Clements shares his common sense How to Think About Money approach. WATCH NOW…
- [AVOIDING THE NIGHTMARE OF RUNNING OUT OF MONEY IN RETIREMENT WITH TOP WEALTH ADVISOR, MARK CORTAZZO](https://wealthtrack.com/avoiding-the-nightmare-of-running-out-of-money-in-retirement-with-top-wealth-advisor-mark-cortazzo/) - How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WATCH NOW…
- [HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK](https://wealthtrack.com/how-david-giroux-delivers-stock-market-performance-with-much-less-risk/) - A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WATCH NOW…
- [RETIREMENT EXPERT KRISTI MITCHEM: WHY FINANCIAL PLANNING MAKES MILLENNIALS AND BOOMERS HAPPIER](https://wealthtrack.com/retirement-expert-kristi-mitchem-why-financial-planning-makes-millennials-and-boomers-happier/) - Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WATCH NOW…
- [WHY TRADITIONAL BONDS ARE HIGH RISK, BUT MUNIS HAVE ADVANTAGES. TWO TOP BOND MANAGERS EXPLAIN](https://wealthtrack.com/why-traditional-bonds-are-high-risk-but-munis-have-advantages-two-top-bond-managers-explain-2/) - Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WATCH NOW…
- [RICH UNIVERSE: LEGENDARY INVESTOR CHUCK ROYCE IS FINDING NUMEROUS OPPORTUNITIES OVERSEAS IN SMALL CAP STOCKS](https://wealthtrack.com/rich-universe-legendary-investor-chuck-royce-is-finding-numerous-opportunities-overseas-in-small-cap-stocks/) - A rare interview with small-cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WATCH NOW…
- [TWO RETIREMENT EXPERTS ADDRESS THE RISING COSTS OF RETIREMENT AND HOW TO CONQUER THEM](https://wealthtrack.com/two-retirement-experts-address-the-rising-costs-of-retirement-and-how-to-conquer-them/) - Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WATCH NOW…
- [TWO HIGHLY RATED INTERNATIONAL INVESTORS DISCUSS OPPORTUNITIES TO SEIZE AND RISKS TO AVOID](https://wealthtrack.com/two-highly-rated-international-investors-discuss-opportunities-to-seize-and-risks-to-avoid/) - With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas. WATCH NOW…
- [BOND INVESTOR KATHLEEN GAFFNEY: WE ARE AT AN IMPORTANT INFLECTION POINT WITH MAJOR REPERCUSSIONS](https://wealthtrack.com/bond-investor-kathleen-gaffney-we-are-at-an-important-inflection-point-with-major-repercussions/) - Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns. WATCH NOW…
- [WHAT SOCIALLY RESPONSIBLE INVESTING REALLY MEANS AND WHY IT IS IN SO MUCH DEMAND](https://wealthtrack.com/what-socially-responsible-investing-really-means-and-why-it-is-in-so-much-demand/) - The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WATCH NOW…
- [FACTOR INVESTING GURU MATT PERON SAYS A FACTOR-BASED  APPROACH  IS A BETTER WAY TO INVEST](https://wealthtrack.com/factor-investing-guru-matt-peron-says-a-factor-based-approach-is-a-better-way-to-invest/) - Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time. WATCH NOW…
- [GREAT VALUE INVESTOR & GLOBAL BRAND NAME INVESTMENT SPECIALIST, THOMAS RUSSO, SHARES HIS CURRENT STRATEGIES](https://wealthtrack.com/russo-great-value-investor/) - In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WATCH NOW…
- [TWO AWARD WINNING BOND MANAGERS EXPLAIN WHY LOW INTEREST RATES & SUBDUED INFLATION WILL KEEP THE ECONOMIC RECOVERY ON TRACK AND THE IMPLICATIONS FOR INVESTORS](https://wealthtrack.com/bellows-smith-rare-income-2/) - Finding rare sources of income in a low-income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WATCH NOW…
- [CHARITABLE GIVING HIT AN ALL-TIME HIGH.  HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?](https://wealthtrack.com/charitable-giving-hit-an-all-time-high-how-do-you-maximize-your-philanthropy-and-tax-deductions/) - 2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts. WATCH NOW…
- [IT'S TOTALLY OVER FOR MUTUAL FUNDS!  SO SAYS INSIDE ETF’S CEO, MATT HOUGAN WHO SAYS THE EXODUS INTO EXCHANGE TRADED FUNDS IS ACCELERATING](https://wealthtrack.com/totally-mutual-funds-says-inside-etfs-ceo-matt-hougan-says-exodus-exchange-traded-funds-accelerating/) - ETF expert Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money. WATCH NOW…
- [AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING](https://wealthtrack.com/exclusive-t-rowe-prices-brian-rogers-lessons-learned-successful-investing/) - In a WEALTHTRACK exclusive,T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge. WATCH NOW…
- [CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS, INCLUDING VALEANT PHARMACEUTICALS](https://wealthtrack.com/miller-independent-investor/) - Legendary investor Bill Miller has always been an independent thinker and investor with a 100% “active share” in his funds, as different from any benchmark index as you can be. He is also now his own boss, having recently purchased 100% of his fund business from his long time employer Legg Mason and establishing his own investment advisory firm, Miller Value Partners. His two funds now bear his name and carry on his contrarian tradition of concentrated holdings in largely unloved stocks. His flagship Miller Opportunity Trust was the number one U.S. stock fund for the five year period ended in 2016. In a rare interview Miller gives his rationale for some of his most controversial holdings, including Valeant Pharmaceuticals. WATCH NOW…
- [SEISMIC INVESTMENT SHIFT:  RICHARD BERNSTEIN HAS COMPLETELY CHANGED HIS PORTFOLIO HOLDINGS. WHAT’S BEHIND THE CHANGE?](https://wealthtrack.com/bernstein-significant-strategy-shift-3/) - Why has this top ranked strategist and fund manager completely changed his portfolio positions? Richard Bernstein makes the case for faster economic growth and reflation. WATCH NOW…
- [FISHER: MULTI-FACTOR INVESTING](https://wealthtrack.com/fisher-multi-factor-investing/) - Why 5-star fund manager, Gregg Fisher uses a multi-factor approach in his portfolios to outperform the market. WATCH NOW…
- [BRYANT QUINN: MAKING YOUR MONEY LAST](https://wealthtrack.com/bryant-quinn-making-money-last/) - Personal finance guru Jane Bryant Quinn discusses the topic of her new book, How to Make Your Money Last: The Indispensable Retirement Guide, with a particular emphasis on helping women, who live longer with less financial security than men. WATCH NOW…
- [WEITZ: VALUABLE LOSSES](https://wealthtrack.com/weitz-valuable-losses/) - A rare interview with Great Value Investor Wally Weitz on finding opportunities where others are seeing losses. WATCH NOW…
- [LAPERRIERE: HIGH ELECTION STAKES](https://wealthtrack.com/laperriere-high-election-stakes/) - Wall Street’s long-time number one Washington analyst, Andy Laperriere explains why for the first time in his career he is predicting the stock market will plummet if certain candidates win the presidency. WATCH NOW…
- [BERNSTEIN: BULL MARKET BELIEVER](https://wealthtrack.com/bernstein-bull-market-believer/) - After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week's guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run. WATCH NOW…
- [BERNSTEIN : BULL MARKET BELIEVER](https://wealthtrack.com/bernstein-bull-market-believer-2/) - After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks. This week's guest, award winning strategist and macro funds’ manager Richard Bernstein explains why he believes the U.S. bull market still has plenty of room to run. WATCH NOW…
- [HYMAN & STATTMAN: PART 2 - EXCLUSIVE 2016 GLOBAL OUTLOOK](https://wealthtrack.com/hyman-stattman-part-2-exclusive-2016-global-outlook/) - In part II of our annual, exclusive interview with legendary economist Ed Hyman of Evercore ISI and BlackRock Global Allocation Fund’s Dennis Stattman the focus is international and the state of the world’s economies and markets in 2016. WATCH NOW…
- [DIMELLA: MUNI ADVANTAGE](https://wealthtrack.com/dimella-muni-advantage/) - Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies. WATCH NOW…
- [FINANCIAL MARKETS WARNING: T-BOND MANAGER ROBERT KESSLER SAYS PLAY IT SAFE, THERE IS DANGER AHEAD](https://wealthtrack.com/financial-markets-warning-t-bond-manager-robert-kessler-says-play-it-safe-there-is-danger-ahead/) - A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WATCH NOW…
- [BICKFORD: EMPOWERING WOMEN FINANCIALLY](https://wealthtrack.com/bickford-empowering-women-financially/) - Women live longer than men, typically earn less over a lifetime and can expect to be solely responsible for their finances in their later years, yet many are uncomfortable doing so. What are the best strategies for women to overcome these challenges and fulfill their priorities? Evercore Wealth Management’s Jewelle Bickford explains how she empowers women clients to take charge of their financial futures. WATCH NOW…
- [HARTNETT: TRANSFORMING WORLD THEMES](https://wealthtrack.com/hartnett-transforming-world-themes/) - Interest rates are at 5,000 year lows. We are in the midst of the longest deflationary expansion on record and by 2050, for the first time in human history, the world’s senior population will outnumber children. These are just a few of the transformational trends recently identified by Financial Thought Leader Michael Hartnett and his team at Bank of America Merrill Lynch Global Research. In an exclusive interview Hartnett explains what they mean for the global economy and investors. WATCH NOW…
- [DREIFUS: CONFIDENT INVESTOR](https://wealthtrack.com/dreifus-confident-investor/) - In an exclusive interview, veteran contrarian investor Charlie Dreifus explains why he is not worried about recent stock market turbulence and where he is still finding high quality bargains. WATCH NOW…
- [CORTAZZO & FRANKLIN: SUCCESSFUL RETIREMENT](https://wealthtrack.com/cortazzo-franklin-successful-retirement/) - When you retire and how you invest can mean the difference between a comfortable retirement and a disastrous one. How do we go the distance in retirement without running out of money? Award winning personal finance experts, Macro Consulting Group’s Mark Cortazzo and InvestmentNews’ Mary Beth Franklin share their strategies for retirement success. WATCH NOW…
- [DOLL:  BIG BUSINESS](https://wealthtrack.com/doll-big-business/) - How expensive are large company U.S. stocks, the cornerstone of just about everyone’s retirement portfolio? Nuveen’s widely followed Chief Equity Strategist and large cap mutual funds manager, Robert Doll says there are high quality, dividend paying businesses worth owning for long-term value and income. WATCH NOW…
- [RYON & FRIDSON: RELIABLE RETIREMENT INCOME](https://wealthtrack.com/ryon-frisdon-reliable-retirement-income/) - Believe it or not, both short and long term interest rates are at a 5,000 year low. And no, that is not a typo. No wonder there is a global search for income! We are discussing how to find reliable income producing investments for retirement. Thornburg Investment’s Five star rated municipal bond manager, Chris Ryon and fixed income guru Martin Fridson reveal their secure income strategies. WATCH NOW…
- [MALKIEL  & TUCHMAN: RETIREMENT AUTOPILOT](https://wealthtrack.com/premium-malkiel-tuchman/) - Financial Thought Leader Burton Malkiel and online investment advisory service pioneer, Mitch Tuchman explain why they have teamed up at Rebalance IRA to offer retirement portfolios of low cost index funds that automatically rebalance with a human touch. WATCH NOW…
- [VOTAVA: MAXIMIZING MEDICARE](https://wealthtrack.com/votava-maximizing-medicare-2/) - It's estimated that 95% of seniors are paying too much for Medicare coverage. Today, men and women who retire at 65 can anticipate living another 25, 30 or even 40 years - all of those years receiving Medicare benefits and contributing to them. On this week's WEALTHTRACK, healthcare expert Katy Votava, president of Goodcare.com and author of Making the Most of Medicare explains what you need to know to maximize those benefits and avoid overpaying. WATCH NOW…
- [MCCULLEY: PRESCIENT THOUGHT LEADER](https://wealthtrack.com/mcculley-prescient-thought-leader/) - Few investors have the prescience of this week's Financial Thought Leader guest. Long before the 2008/2009 financial crisis he identified the powerful and destructive rise of what he called the "Shadow Banking System", the unregulated institutions funding the housing and credit bubble. He also coined the phrase "Minsky Moment", after the economist Hyman Minsky's theory that financial stability ultimately leads to financial instability, as people and institutions take on more risk. That is exactly what happened. This week’s WEALTHTRACK guest is legendary bond trader, Federal Reserve watcher and economist, Paul McCulley who spent many years in the top ranks of bond giant PIMCO. What financial forces does he see gathering now? WATCH NOW…
- [ROLLEY: NEW BOND ERA](https://wealthtrack.com/rolley-new-bond-era/) - In an era of negative bond yields, it has rarely been more challenging to make money in the world's fixed income markets. On this week's WEALTHTRACK, veteran Portfolio Manager, David Rolley of the Loomis Sayles Global Bond fund explains how he and his team are both protecting their portfolios and seeking outsized returns in some out of the way places. WATCH NOW…
- [EVEILLARD: LEGENDARY VALUE INVESTOR](https://wealthtrack.com/eveillard-legendary-value-investor/) - An exclusive interview with legendary value investor Jean-Marie Eveillard, who was named Morningstar’s International Manager of the Year in 2001 and received its first Fund Manager Lifetime Achievement Award in 2003. A self-described value investor for 50 years, he is known for his meticulous stock research, cautious, contrarian views and emphasis on avoiding lasting losses for his shareholders. He’s able to share his personal views on investing, the markets and strategy now that he has retired from active management and is Senior Advisor at First Eagle Funds. WATCH NOW…
- [SYLLA & STEIGER: CORPORATE MORALITY](https://wealthtrack.com/sylla-steiger-corporate-morality/) - How would you rate the overall state of moral values in this country today? That’s the question the Gallup organization asks Americans every year. This year’s answers were not atypical. Only 2% of Americans surveyed rated our moral values as excellent – 42% said they were poor – and 74% felt that values were getting worse, not better. How does this translate to the business world? We’ll discuss the state of corporate morality. Financial historian Richard Sylla and award-winning financial editor Paul Steiger discuss how companies have become fixated on short-term stock prices to the exclusion of broader, long-term goals. WATCH NOW…
- [KLEINSCHMIDT: CONTRARIAN VALUE](https://wealthtrack.com/kleinschmidt-contrarian-value/) - Tocqueville Fund's Robert Kleinschmidt prides himself on being an independent thinker. In his exclusive interview with WEALTHTRACK he does not disappoint. While the rest of Wall Street has been expecting the Federal Reserve to raise interest rates he says they won't, and while most investors run from troubled stocks he finds gems among them. His deep value approach has generally worked. Under his stewardship, the 4-star rated Tocqueville Fund has delivered market and category beating returns. WATCH NOW…
- [BERKOWITZ: POWERFUL FINANCIALS?](https://wealthtrack.com/berkowitz-powerful-financials/) - This week we have a rare interview with Bruce Berkowitz of The Fairholme Fund. Launched at the height of the tech bubble in late 1999, The Fairholme Fund has been the top performer in Morningstar’s Large Value category since inception, delivering 13% annualized returns and beating its nearest competitor by a margin of 2.4% points a year. Berkowitz believes in “ignoring the crowd”. He’ll explain why nearly 80% of his portfolio is in four financial stocks shunned by most investors. WATCH NOW…
- [GARDNER: ENTERTAINING INVESTING](https://wealthtrack.com/gardner-entertaining-investing/) - Can investing be a lucrative game? Brothers David and Tom Gardner founded the online investment advisory service, The Motley Fool, in 1993 to help people become better investors while having fun doing it. 20 years later their Stock Advisor growth and value portfolios have beaten the market by a wide margin. We’ll talk with “Head Fool”, Co-Founder and CEO, Tom Gardner, about their unusual approach and impressive track record. WATCH NOW…
- [ROBERT DOLL: MARKET ORACLE](https://wealthtrack.com/doll-market-oracle/) - This week’s WEALTHTRACK guest has made a name for himself with his annual predictions and with his proven investment skill. Bob Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid. WATCH NOW…
- [KATHLEEN GAFFNEY - BOND RISKS](https://wealthtrack.com/kathleen-gaffney-bond-risks/) - Great bond investor Kathleen Gaffney says it's been the quietest summer bond market in her 20 plus years of managing fixed income funds. Is this the proverbial calm before the storm? Have years of low interest rates lulled investors into another false sense of security? Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly. She'll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios. WATCH NOW…
- [ANDREW LO: FINANCIAL INNOVATION](https://wealthtrack.com/andrew-lo-financial-innovation/) - Why do investors make stupid mistakes? Why do individuals consistently underperform the very funds they invest in? Are there strategies investors can follow to avoid self-destructive behavior? Those are some of the weighty questions Financial Thought Leader Andrew Lo is trying to answer from two vantage points, one as a professor of Finance at MIT and Director of its Laboratory for Financial Engineering, the other as strategist and fund manager at his firm AlphaSimplex Group. This week’s conversation will start with his most recent research project at MIT, titled "Artificial Stupidity”! WATCH NOW…
- [CHUCK AKRE: COMPOUNDING MACHINE](https://wealthtrack.com/chuck-akre-compounding-machine/) - Great Investor Chuck Akre explains how he finds “compounding machines” – companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them. The Akre Focus Fund is rated 5-star by Morningstar and has delivered nearly 19% annualized returns since its inception. WATCH NOW…
- [AMODEO & DIMELLA: INVESTING IN MUNI BONDS](https://wealthtrack.com/amodeo-dimella-investing-in-muni-bonds/) - On this week's WEALTHTRACK, the rising appeal of muni bonds. Despite some negative headlines, top fund managers Robert Amodeo of Western Asset Management and Robert DiMella of MacKay Municipal Managers say there are opportunities to be had in munis. WATCH NOW…
- [ED PERKS: A GREAT INCOME INVESTOR](https://wealthtrack.com/ed-perks-great-income-investor/) - A reliable and decent source of income is hard to find but this week’s guest runs the venerable Franklin Income Fund, which has paid a monthly dividend since 1948. Perks, whose fund can invest in stocks, bonds, and other income producing investments, will tell us where he is finding the best income now. WATCH NOW…
- [OPTIONS AND GOLD: DOWNSIDE PROTECTION STRATEGIES WITH PERSUASIVE TRACK RECORDS](https://wealthtrack.com/options-and-gold-downside-protection-strategies-with-persuasive-track-records/) - Protecting your portfolio in a down market. Two investment pros discuss the benefits of stock options and gold. WATCH NOW…
- [DAVID GIROUX ON GROWING SECULAR RISKS IN COMPANIES - EXCLUSIVE WITH FUND MANAGER OF YEAR WINNER](https://wealthtrack.com/david-giroux-on-growing-secular-risks-in-companies-exclusive-with-fund-manager-of-year-winner/) - In a WEALTHTRACK exclusive, 5-star manager David Giroux explains why more companies' businesses are at risk. WATCH NOW…
- [RIDING A MARKET MELT-UP THEN COPING WITH THE MELT-DOWN WITH LEGENDARY INVESTOR, JEREMY GRANTHAM](https://wealthtrack.com/riding-a-market-melt-up-then-coping-with-the-melt-down-with-legendary-investor-jeremy-grantham/) - Are we in the final “melt-up” stage of the record-breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate. WATCH NOW…
- [EXTRAORDINARY COMPOUNDING COMPANIES](https://wealthtrack.com/finding-compounding-machines-with-the-great-investor-chuck-akre-his-gen-x-co-manager-john-neff/) - Finding Compounding Machines With The Great Investor, Chuck Akre & His Gen X Co-manager, John Neff WATCH NOW…
- [EXPLORING OVERSEAS OPPORTUNITIES WITH A TOP RANKED FUND MANAGER](https://wealthtrack.com/exploring-overseas-opportunities-with-a-top-ranked-fund-manager/) - 5-star fund manager Michael Testorf of ClearBridge International Growth fund makes the contrarian case for overseas growth stocks. WATCH NOW…
- [ROBERT KESSLER - IN DEFENSE OF BONDS](https://wealthtrack.com/robert-kessler-2/) - It is now accepted wisdom on Wall Street that the great bond rally of the past 30 years is over and that we have entered a new era of higher interest rates. Not so fast says this week’s Great Investor guest, Robert Kessler. He points out we have had many false alarms about economic growth and central bank tightening over the last 6 years only to see interest rates retreat again. WATCH NOW…
- [LAZAR & TRAHAN: MACRO MATTERS](https://wealthtrack.com/lazar-trahan-macro-matters/) - Even the most hard-core stock pickers on Wall Street watch out for big picture events that can move markets. But which macro events matter most? Fed "tapering"? The slowdown in China? The housing recovery? Two investment research stars will be exclusively on WEALTHTRACK this week: Nancy Lazar and François Trahan both left their previous firms to become founding partners in Cornerstone Macro, devoted solely to macro economics, policy and strategy. What they identify as the next emerging market will surprise you! WATCH NOW…
- [GLOBAL INVESTMENT TRENDS AND STRATEGIES](https://wealthtrack.com/global-investment-trends-and-strategies-2/) - In recent years, having a home bias has paid off for investors- American stock markets have outperformed other developed markets and trounced the losses in many emerging markets- but will it continue to do so? Two global investment pros, David Darst of Morgan Stanley and Peter Langerman of the Mutual Global Discovery Fund, will discuss where you can find the highest quality businesses at bargain basement prices. WATCH NOW…
- [OVERLOOKED OPPORTUNITIES IN GLOBAL REAL ESTATE](https://wealthtrack.com/overlooked-opportunities-in-global-real-estate/) - Demand for commercial and residential real estate in the developing world is exploding as an estimated one billion people move to cities over the next decade. This new "consuming class" could contribute $20 trillion a year to the global economy, according to McKinsey. A major beneficiary is expected to be the real estate industry. This week's guests say global real estate is a huge investment opportunity overlooked by the vast majority of individual investors. WATCH NOW…
- [THE NEW RETIREMENT CONVERSATION](https://wealthtrack.com/the-new-retirement-conversation/) - What’s the “new” conversation we should be having about retirement income? Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance tell us how the typical approach changed and the new tools we should use for guaranteed income that lasts a lifetime. WATCH NOW…
- [BLUNT & LANKFORD: LIFELONG INCOME](https://wealthtrack.com/blunt-lankford-lifelong-income/) - Guaranteed income for life. Retirement experts Kim Lankford of Kiplinger’s and New York Life’s Christopher Blunt discuss strategies to avoid outliving your nest egg. WATCH NOW…
- [A NEW INVESTMENT ERA!](https://wealthtrack.com/a-new-investment-era-2/) - As 30-plus years of falling interest rates wind down, what are the new rules of investing? Loomis Sayles’ legendary bond fund manager Dan Fuss and top-ranked strategist, turned portfolio manager, Richard Bernstein provide their contrarian answers. WATCH NOW…
- [DAVID WINTERS: FIRST CLASS MERCHANDISE AT BARGAIN PRICES!](https://wealthtrack.com/first-class-merchandise-at-bargain-prices/) - Emerging markets have substantially underperformed the U.S. stock market over the last two years. There is one area however where emerging markets, particularly those in Asia, South America and China continue to shine: demand for luxury goods. Bain & Company reports that the so called “HENRYs” (High Earnings, Not Rich Yet) consumers in those markets are becoming a “new baby boom sized generation” for luxury goods. That is the sweet spot for this week’s Great Investor guest, David Winters. Winters is the Portfolio Manager of the value-oriented Wintergreen Fund which he founded in 2005. Since inception this go anywhere, invest in anything fund has outperformed the market and its mutual fund category. WATCH NOW…
- [WOMEN, INVESTING AND RETIREMENT, PART TWO](https://wealthtrack.com/women-investing-and-retirement-part-two/) - Whether you are male or female, everyone worries about running out of retirement savings. Women worry about becoming bag ladies in their old age and men focus too much on performance numbers, which isn't always the best way to plan for the future. Our two guests on WEALTHTRACK this week, Mary Beth Franklin, part of our WEALTHTRACK brain trust and a contributing editor for InvestmentNews, and Erin Botsford, founder and CEO of the Botsford Group, will answer a lot of questions about retirement and why women are so different from men in their approach to planning for the so-called "Golden Years". WATCH NOW…
- [ROBERT KESSLER: BULLISH ON TREASURIES](https://wealthtrack.com/robert-kessler-bullish-treasuries/) - For years Great Investor Robert Kessler has correctly predicted that interest rates would decline to record lows and remain subdued because of subpar economic growth. The founder and CEO of Kessler Investment Advisors is sticking to his guns and maintains that U.S. Treasury bonds will continue to be a major beneficiary. He’ll explain why he thinks Treasuries, one of the most vilified investments on Wall Street should be a core holding in everyone’s portfolio. WATCH NOW…
- [DAVID DARST: THE CYCLICAL AND SECULAR OUTLOOK FOR GOLD](https://wealthtrack.com/premium-a-conversation-with-david-darst/) - In a web exclusive, Consuelo asks Morgan Stanley’s David Darst whether or not investors are too optimistic in this current run-up of the stock market. In a wide ranging interview, standard Darst fare, Consuelo also questions him about gold and why the bears are still in hibernation.
- [STEPHEN SMITH: HOW WORRIED ARE YOU ABOUT THE BONDS IN YOUR PORTFOLIO?](https://wealthtrack.com/stephen-smith-great-bond-investor-exclusive/) - Our Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. For our WEB EXTRA feature Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect. Watch Now…
- [ROBERT KLEINSCHMIDT: WALL STREET “TROUBLE MAKER”](https://wealthtrack.com/robert-kleinschmidt-wall-street-trouble-maker/) - Robert Kleinschmidt, long-time Portfolio Manager of the Tocqueville Fund and a well-known contrarian on Wall Street. He was bullish on stocks when every one was calling for the death of equities. He pooh poohed the effect the election and the fiscal cliff would have on the market. Now he has a very contrarian view of the Fed's unprecedented policy to keep interest rates low.
- [HARTCH & PRIEST: AWARD WINNING MANAGERS, CONTRASTING STRATEGIES](https://wealthtrack.com/hartch-priest-award-winning-managers-contrasting-strategies/) - Epoch Investment Partners’ Bill Priest searches for yield in a wide universe; Brown Brothers Harriman’s Tim Hartch keeps a narrow focus. Find out where these two global investors with world class track records are seeing opportunities now. WATCH NOW…
- [ROBERT SHEARER: SEARCHING FOR GOOD DIVIDEND STOCKS](https://wealthtrack.com/robert-shearer-searching-for-good-dividend-stocks/) - Why not all dividends are created equal. Robert Shearer, lead portfolio manager for BlackRock’s Equity Dividend Fund explains why some dividends are better than others and where he is finding the best in growth and income.
- [Ben Inker:  The Next Generation of Financial Gurus](https://wealthtrack.com/ben-inker-the-next-generation-of-financial-gurus-2/) - A rare interview with next generation Financial Thought Leader Ben Inker, co-head of GMO’s asset allocation team. Inker explains why he is increasing GMO’s cash levels and treading very carefully in both the stock and bond markets.
- [CHARLES ROYCE](https://wealthtrack.com/charles-royce/) - An exclusive interview with small-company stock pioneer Charles “Chuck” Royce. The Royce Fund’s Great Investor shares his forty years of lessons learned in the markets, what’s changed and what still works for long-term investment success. WATCH NOW…
- [Mark Headley: Asian Giants at a Turning Point?](https://wealthtrack.com/mark-headley/) - China, which was struggling to fend off an economic hard landing just last year, has recovered. Japan, which has been stuck in a twenty-plus year trap of deflation and stagnant growth has a new Prime Minister who is determined to stimulate inflation and growth. Both nations have seen their stock markets rally in recent months
- [Robert Shiller: Expert on Market Bubbles Weighs in on Housing, Stocks and Bonds](https://wealthtrack.com/robert-shiller-2/) - Why is renowned Yale economist, Robert Shiller, who predicted the bursting of the tech and housing bubbles, now calling the bond market "dangerous"? Financial Thought Leader and visionary Robert Shiller shares his views and advice on the stock, bond and housing markets. WATCH NOW…
- [James Grant: The Federal Reserve’s Most Outspoken Critic](https://wealthtrack.com/james-grant-914/) - Federal Reserve Chairman Ben Bernanke has been widely credited with playing a key role in saving the global financial system from spiraling into a deeper recession. As a recent Financial Times headline read, “Central Bank Action Lifts Gloom”; “Bold Fed and ECB Moves Cheer Investors- Confidence Increases in U.S. and Europe.” There is no question
- [Charles Ellis & Mark Cortazzo](https://wealthtrack.com/charles-ellis-mark-cortazzo/) - How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your investments? How much do they really take away from your portfolio and its performance over the years? According to a ground breaking article by legendary financial consultant and WEALTHTRACK guest Charles Ellis, “investment management fees are much higher than you think.” WATCH NOW…
- [Mary Jane McQuillen & Bill Paul](https://wealthtrack.com/mary-jane-mcquillen-bill-paul/) - We are kicking off a new season of WEALTHTRACK with the first of a two part series devoted to what’s being called “impact investing,” the practice of aligning financial goals with personal values. Impact investing goes beyond what used to be called socially responsible investing, which was designed to avoid certain businesses such as gambling, alcohol and tobacco. It is now pro-active as well, investing in companies that are making a positive impact in a wide range of areas including environmental, societal and governance (ESG). WATCH NOW…
- [Robert Kessler](https://wealthtrack.com/robert-kessler/) - Three years into an economic recovery, it sure doesn’t feel like one. We are even beginning to hear the dreaded “R” for recession word here in the U.S. A recent headline in the Financial Times read: “Blue-Chips Raise Recession Fears.” The FT reported that “estimates of revenue growth for the largest us companies are being scaled back sharply by Wall Street analysts, signaling a mounting risk that the world’s largest economy may enter recession later this year.” WATCH NOW…
- [HOW A WOMAN INVESTOR DIFFERS FROM A MAN](https://wealthtrack.com/woman-investor-differs-man/) - That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
- [FIRST THINGS FIRST: WHAT’S YOUR FINANCIAL PLAN?](https://wealthtrack.com/first-things-first-whats-financial-plan/) - Studies show women aren’t as interested in money and investing as men. Big mistake. With longer life expectancy and today’s high divorce rate, up to nine out of 10 women will be solely responsible for their finances at some point in their lives.
- [FINANCIALLY SURVIVING A DIVORCE](https://wealthtrack.com/financially-surviving-divorce/) - There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
- [FOCUSING ON HIGHEST QUALITY GROWTH COMPANIES WITH MARGINS OF SAFETY PAYS OFF AT POLEN CAPITAL](https://wealthtrack.com/focusing-on-highest-quality-growth-companies-with-margins-of-safety-pays-off-at-polen-capital-2/) - Polen Capital’s outstanding 30+ year track record shows that the firm’s high conviction, low turnover focus on a small number of highest quality growth companies pays off. Damon Ficklin, lead Portfolio Manager of the Polen Global Growth fund talks about some of the companies that exemplify the strategy. WATCH NOW…
- [INFLUENTIAL & PRESCIENT ECONOMIST DAVE ROSENBERG WARNS OF IMMINENT RECESSION & AN  EXTENDED BEAR MARKET](https://wealthtrack.com/influential-prescient-economist-dave-rosenberg-warns-of-imminent-recession-an-extended-bear-market/) - Dave Rosenberg’s outspoken and meticulously researched opinions frequently challenge the prevailing wisdom on Wall Street. Which prevailing views is Rosenberg challenging now? WATCH NOW…
- [THE IMPORTANCE OF TAX PLANNING](https://wealthtrack.com/importance-tax-planning-2/) - As the saying goes, it’s not what you make, it’s what you keep. A woman’s chances of achieving financial security -- both today and for all the tomorrows to come -- improves greatly with sound tax planning. These skilled financial planners, all of whom specialize in women clients, have some money-saving suggestions that, if you’ll pardon the pun, make a lot of “cents.”
- [WHERE’S THE RECESSION? LEADING ECONOMIST NANCY LAZAR ON THE LEGACY LIQUIDITY STILL FUELING THE ECONOMY](https://wealthtrack.com/wheres-the-recession-leading-economist-nancy-lazar-on-the-legacy-liquidity-still-fueling-the-economy-2/) - What’s delaying a U.S. recession after one of the fastest, most aggressive series of rate hikes in Federal Reserve history? Top-ranked economist Nancy Lazar explains the legacy of liquidity and how soon it might run out.
- [THE MANY BENEFITS OF DIVIDEND-PAYING STOCKS EXPLAINED BY A TOP-RATED DIVIDEND FUND MANAGER](https://wealthtrack.com/the-many-benefits-of-dividend-paying-stocks-explained-by-a-top-rated-dividend-fund-manager/) - Dividend paying stocks, especially high-quality ones with a history of dividend growth offer protection in turbulent markets, current income, long-term compounding power and inflation hedges. Michael Clarfeld, long-time Co-Portfolio Manager of the ClearBridge Dividend Strategy Fund explains his highly rated strategy.
- [WHERE’S THE RECESSION? LEADING ECONOMIST NANCY LAZAR ON THE LEGACY LIQUIDITY STILL FUELING THE ECONOMY](https://wealthtrack.com/wheres-the-recession-leading-economist-nancy-lazar-on-the-legacy-liquidity-still-fueling-the-economy/) - What’s delaying a U.S. recession after one of the fastest, most aggressive series of rate hikes in Federal Reserve history? Top-ranked economist Nancy Lazar explains the legacy of liquidity and how soon it might run out.
- [FORMER FED VICE CHAIR RICHARD CLARIDA SAYS THE FED WILL TIGHTEN UNTIL LONG-TERM INFLATION REACHES 2%](https://wealthtrack.com/former-fed-vice-chair-richard-clarida-says-the-fed-will-tighten-until-long-term-inflation-reaches-2/) - Former Fed Vice Chair Richard Clarida says the Fed is determined to get long-term inflation down to 2%, and some economic pain is inevitable. WATCH NOW…
- [WORLD CLASS INTERNATIONAL COMPANIES SELLING AT SUBSTANTIAL DISCOUNTS TO THEIR US PEERS](https://wealthtrack.com/world-class-international-companies-selling-at-substantial-discounts-to-their-us-peers/) - Part 2 of 2 Finding world-class international companies selling at substantial discounts to their US peers with leading global value investor First Eagle’s Matthew McLennan.
- [WHY ESG INVESTING DOESN’T WORK. FORMER TOP BLACKROCK EXECUTIVE TERRENCE KEELEY EXPLAINS WHY AND WHAT DOES](https://wealthtrack.com/why-esg-investing-doesnt-work-former-top-blackrock-executive-terrence-keeley-explains-why-and-what-does/) - ESG investing - pursuing environmental, societal and governance goals in addition to profits has become a huge global business. But former top BlackRock executive Terrence Keeley says it doesn’t work. He explains why and what does.
- [GREAT INVESTOR WARREN BUFFETT’S EVOLUTION INTO A GREAT MANAGER](https://wealthtrack.com/great-investor-warren-buffetts-evolution-into-a-great-manager/) - Part 1 of 2 Buffett student and collaborator Lawrence Cunningham discusses his perennial bestseller, The Essays of Warren Buffett: Lessons for Corporate America, his multi-year project with one of the greatest investors of all time. WATCH NOW…
- [QUALITY INVESTING & SHAREHOLDERS - WHY WARREN BUFFET BELIEVES THEY PRODUCE BETTER INVESTMENT RESULTS](https://wealthtrack.com/quality-investing-shareholders-why-warren-buffet-believes-they-produce-better-investment-results/) - Part 2 of 2 The importance of quality in companies and shareholders. Larry Cunningham explains why he and Warren Buffett are convinced quality in both improves investment results. WATCH NOW…
- [DE-RISKING THE DOMINANCE OF MEGA CAP TECH STOCKS WITH LEADING GROWTH MANAGER MARGARET VITRANO](https://wealthtrack.com/de-risking-the-dominance-of-mega-cap-tech-stocks-with-leading-growth-manager-margaret-vitrano/) - The dominance of mega-cap tech stocks in growth indexes and portfolios is risky says Margaret Vitrano, co-manager of ClearBridge Large Cap Growth Fund. She explains her diversification strategy to limit declines and participate in rallies. WATCH NOW…
- [NEW WORLD ORDER OF MARKET LEADERSHIP?](https://wealthtrack.com/new-world-order-of-market-leadership/) - After years of underperformance are emerging markets finally in a position to lead? Veteran emerging markets portfolio manager Michael Kass makes the case. WATCH NOW…
- [STAR GROWTH FUND MANAGER ALEX UMANSKY IS DOUBLING DOWN ON SEVERAL OF HIS BIGGEST LOSERS](https://wealthtrack.com/star-growth-fund-manager-alex-umansky-is-doubling-down-on-several-of-his-biggest-losers/) - His Baron Global Advantage fund has gone from long-time leader to short-term laggard but Alex Umansky is doubling down on several of his biggest losers in the conviction they will turn into his biggest winners long-term. WATCH NOW…
- [CHOOSING COMPETITIVE EDGE MONEY MANAGERS WITH HARBOR CAPITAL ADVISORS’ KRISTOF GLEICH](https://wealthtrack.com/choosing-competitive-edge-money-managers-with-harbor-capital-advisors-kristof-gleich/) - Harbor Capital Advisors’ CIO, Kristof Gleich takes us through his process of finding money managers with an “alpha edge” to subadvise the firm’s mutual funds and new suite of actively managed ETFs. WATCH NOW…
- [MORNINGSTAR’S OUTSTANDING PORTFOLIO MANAGER OF 2022, MARY ELLEN STANEK SAYS BONDS ARE BACK](https://wealthtrack.com/morningstars-outstanding-portfolio-manager-of-2022-mary-ellen-stanek-says-bonds-are-back/) - Mary Ellen Stanek’s Baird Funds have beaten the market without taking undue risk for more than two decades which is why Morningstar named her Outstanding Portfolio Manager of 2022. WATCH NOW…
- [NEW STRATEGIES FOR A MAJOR  MARKET INFLECTION POINT WITH INFLUENTIAL STRATEGIST, SAVITA SUBRAMANIAN](https://wealthtrack.com/new-strategies-for-a-major-market-inflection-point-with-influential-strategist-savita-subramanian/) - BofA Global Research’s influential strategist, Savita Subramanian describes the major inflection point occurring in the market and the new strategies needed to profit from it. WATCH NOW…
- [ESG BOND PIONEER, STEVE LIBERATORE EXPLAINS THE NEW BOND ERA AND ESG’S ROLE IN IT](https://wealthtrack.com/esg-bond-pioneer-steve-liberatore-explains-the-new-bond-era-and-esgs-role-in-it/) - Part 1 of 2 Steve Liberatore, a pioneer in ESG and impact bond investing explains what the new bond era means for investors in general and sustainable investing in particular. WATCH NOW…
- [HOW TO REPOSITION YOUR PORTFOLIO FOR A NEW HIGHER INFLATION ERA WITH TOP STRATEGIST RICH BERNSTEIN](https://wealthtrack.com/how-to-reposition-your-portfolio-for-a-new-higher-inflation-era-with-top-strategist-rich-bernstein/) - Most portfolios are not positioned for a new era of higher inflation says influential strategist and asset allocator Richard Bernstein. WATCH NOW…
- [TARGET-DATE FUND ADVANTAGES WITH T. ROWE PRICE’S WYATT LEE, ONE OF THE TOP MANAGERS IN THE BUSINESS](https://wealthtrack.com/target-date-fund-advantages-with-t-rowe-prices-wyatt-lee-one-of-the-top-managers-in-the-business/) - The advantages of target-date funds both before and after retirement with T. Rowe Price’s Wyatt Lee, one of the best managers in the business. WATCH NOW…
- [WHY INFLATION IS NOW KEY TO INVESTING WITH BRANDYWINE GLOBAL’S JACK MCINTYRE](https://wealthtrack.com/why-inflation-is-now-key-to-investing-with-brandywine-globals-jack-mcintyre/) - Global bond manager Jack McIntyre says central banks around the world are determined to stamp out inflation. Their success will determine the direction of markets and economies. He explains how he is investing for several outcomes. WATCH NOW…
- [THE NEW INVESTMENT OPPORTUNITIES BEING DISCOVERED BY AWARD-WINNING FPA NEW INCOME FUND](https://wealthtrack.com/the-new-investment-opportunities-being-discovered-by-award-winning-fpa-new-income-fund/) - Storied FPA New Income Fund reopens to new investors because of improved investment opportunities. Long-time portfolio manager Tom Atteberry describes what’s changed. WATCH NOW…
- [WARREN BUFFETT’S ENDURING INFLUENCE IS EXPLAINED BY SUCCESSFUL GLOBAL VALUE INVESTOR TOM RUSSO](https://wealthtrack.com/warren-buffetts-enduring-influence-is-explained-by-successful-global-value-investor-tom-russo/) - Warren Buffett’s talk to Tom Russo’s Stanford Business School class sparked Russo’s interest in value investing and has had a powerful influence ever since. Part 2 of 2 > WATCH NOW…
- [BUYING INTO FEAR: A FINANCIAL THOUGHT LEADER & FUND PIONEER EXPLAINS HIS CHEAP DIVERSIFIERS STRATEGY](https://wealthtrack.com/buying-into-fear-a-financial-thought-leader-fund-pioneer-explains-his-cheap-diversifiers-strategy/) - Gradually buying into fear is the strategy Research Affiliates award-winning founder and chairman is following. Rob Arnott shares his early recognition of the resurgence of inflation, value stocks, and his cheap diversifiers strategy. WATCH NOW…
- [CLARE HART’S LASER FOCUS ON QUALITY & INCOME HAS PAID OFF FOR HER JPMORGAN EQUITY INCOME FUND](https://wealthtrack.com/clare-harts-laser-focus-on-quality-income-has-paid-off-for-her-jpmorgan-equity-income-fund/) - A laser focus on quality and income has reaped multiple dividends for shareholders of the JPMorgan Equity Income Fund since lead portfolio manager Clare Hart took over in 2004. WATCH NOW…
- [THE FINANCIAL MARKETS ARE PERILOUS, WARNS ROBERT KESSLER](https://wealthtrack.com/the-financial-markets-are-perilous-warns-robert-kessler/) - Robert Kessler explains why he thinks the markets are so dangerous for investors right now. A long-time critic of Wall Street and its pervasive groupthink, the recently retired bond manager shares his contrarian advice exclusively on WEALTHTRACK. WATCH NOW…
- [SIXTY YEARS OF INVESTMENT WISDOM FROM FINANCIAL LEGEND CHARLES ELLIS](https://wealthtrack.com/sixty-years-of-investment-wisdom-from-financial-legend-charles-ellis/) - Part 1 of 2 Sixty years of investment wisdom from financial legend Charles Ellis. WATCH NOW…
- [LEGENDARY ECONOMIST ED HYMAN WORRIES ABOUT THE UNINTENDED CONSEQUENCES OF FED’S  RAPID TIGHTENING](https://wealthtrack.com/legendary-economist-ed-hyman-worries-about-the-unintended-consequences-of-feds-rapid-tightening/) - In a rare interview, Ed Hyman, Wall Street’s number one ranked economist for 42 years says he is worried about the unintended consequences of the Federal Reserve’s rapid tightening policies WATCH NOW…
- [NAVIGATING MEDICARE WHILE  CUTTING COSTS WITH GOODCARE.COM’S DR. KATY VOTAVA](https://wealthtrack.com/navigating-medicare-while-cutting-costs-with-goodcare-coms-dr-katy-votava/) - Navigating Medicare and avoiding common costly mistakes is the focus of our discussion with Dr. Katy Votava, author of Making the Most of Medicare: a Guide for Baby Boomers, 10th edition.
- [FPA CRESCENT FUND’S STEVEN ROMICK SHARES 30 YEARS OF INVESTMENT LESSONS](https://wealthtrack.com/fpa-crescent-funds-steven-romick-shares-30-years-of-investment-lessons/) - Part 2 of 2: Our rare conversation with Great Investor Steven Romick. Lessons learned from running the gold rated FPA Crescent fund for 30 years, delivering equity-like returns with far less risk.
- [Early bull Ed Yardeni calls this the roaring 2020s with the economy and stocks advancing](https://wealthtrack.com/the-roaring-2020s/) - Why leading strategist, Ed Yardeni says this bull market is reminiscent of the 1920s when stock prices soared, the economy was growing and technology was leading the way.
- [A leading bond analyst shares his strategy for picking top-performing stocks for the year ahead.](https://wealthtrack.com/a-leading-bond-analyst-shares-his-strategy-for-picking-top-performing-stocks-for-the-year-ahead/) - Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.
- [Exciting investment opportunities with award-winning global value investor Sarah Ketterer](https://wealthtrack.com/exciting-investment-opportunities-with-award-winning-global-value-investor-sarah-ketterer/) - Causeway Capital’s Sarah Ketterer describes a range of global companies with outstanding values.
- [INFLUENTIAL STRATEGIST ED YARDENI CRITIQUES ARTIFICIAL INTELLIGENCE, ECONOMISTS & THE BULL MARKET](https://wealthtrack.com/influential-strategist-ed-yardeni-critiques-artificial-intelligence-economists-the-bull-market/) - Influential economist and strategist Ed Yardeni tackles why AI isn’t intelligent, economists have been so wrong and the bull market could continue.
- [VETERAN MUNICIPAL BOND MANAGER ROBERT DIMELLA ON THE OPPORTUNITIES IN THE MUNI MARKET AFTER 2022’S BIG SELL-OFF](https://wealthtrack.com/veteran-municipal-bond-manager-robert-dimella-on-the-opportunities-in-the-muni-market-after-2022s-big-sell-off/) - Muni manager Robert DiMella assesses the state of the municipal bond market after last year’s big sell-off. What are the opportunities and risks in the tax free market now?
- [THE UNIQUE APPROACH OF LUCAS WHITE’S HIGH-PERFORMING GMO CLIMATE CHANGE FUND](https://wealthtrack.com/the-unique-approach-of-lucas-whites-high-performing-gmo-climate-change-fund/) - Lucas White’s high-performing GMO Climate Change fund invests in an unusual mix of companies to tackle climate change.
- [RECENT WEALTHTRACK GUESTS, ALL TOP FINANCIAL PROFESSIONALS HAVE REMARKABLY SIMILAR 2024 RESOLUTIONS](https://wealthtrack.com/recent-wealthtrack-guests-all-top-financial-professionals-have-remarkably-similar-2024-resolutions/) - Four recent WEALTHTRACK guests, each a leading professional in their respective specialties.
- [GREAT INVESTOR’S RETIREMENT PORTFOLIO](https://wealthtrack.com/great-investors-retirement-portfolio/) - Legendary global investor Bill Wilby exclusively shares his current retirement portfolio strategy.
- [CORTAZZO AND FRANKLIN PART 2 - November 12, 2010](https://wealthtrack.com/cortazzo-and-franklin-part-2-november-12-2010/) - Part two of WealthTrack's series, "The New Retirement Reality" focuses on how to boost retirement income and guarantee a stream of income for life with Kiplinger's retirement guru, Mary Beth Franklin and award winning Financial Planner Mark Cortazzo. WATCH NOW…
- [LANKFORD & BLUNT: HOW NOT TO RUN OUT OF MONEY DURING RETIREMENT](https://wealthtrack.com/lankford-blunt-run-money-retirement/) - Consuelo talks to two retirement experts, columnist Kim Lankford of Kiplinger’s Personal Finance magazine and Chris Blunt, head of New York Life’s Retirement Income Security about having a stream of income no matter how long you live. WATCH NOW…
- [DARST: RECESSION PROOFING PORTFOLIOS](https://wealthtrack.com/darst-recession-proofing-portfolios/) - Long time strategist and asset allocation expert David Darst discusses the possibility of a global recession and investments to own just in case. WATCH NOW…
- [ALIBER & SARGEN: THE NEXT FINANCIAL CRISIS](https://wealthtrack.com/aliber-sargen-the-next-financial-crisis/) - Where is the next financial crisis developing? How can investors protect themselves? Answers from two crisis experts, Robert Aliber, Editor Manias, Panics, and Crashes and Global Shocks author, Nicholas Sargen. WATCH NOW…
- [PRIEST: INVESTMENT REVOLUTION](https://wealthtrack.com/priest-investment-revolution/) - How technology is revolutionizing business and investing with award winning portfolio manager, Bill Priest of Epoch Investment Partners. WATCH NOW…
- [2014’s BEST CALLS](https://wealthtrack.com/2014s-best-calls/) - Who got the economy and markets right in 2014? We introduce the economist, strategist and portfolio managers who hit home runs on WEALTHTRACK this year. WATCH NOW…
- [BHANSALI & HARTCH: IDENTIFYING INVESTMENT VALUE](https://wealthtrack.com/bhansali-hartch-identifying-investment-value/) - Two top-ranked global value investors, both admirers of Warren Buffett, will join us this week on WEALTHTRACK. Both invest in quality companies selling below their intrinsic value and in doing so frequently buy companies that are out of favor. Ariel International Fund’s Rupal Bhansali and BBH Core Select fund’s Timothy Hartch share their contrarian strategies and ideas. WATCH NOW…
- [TERESA KONG & PETER MARBER: OPPORTUNITIES IN EMERGING MARKETS](https://wealthtrack.com/teresa-kong-peter-marber-opportunities-emerging-markets/) - A discussion on the opportunities that still exist in emerging markets. Investors are fleeing them but this week’s guests, Teresa Kong of Matthews Asia and Peter Marber of Loomis, Sayles & Company says not all emerging markets are the same. WATCH NOW…
- [KEN HEEBNER: GREAT CONTRARIAN INVESTOR](https://wealthtrack.com/ken-heebner-great-contrarian-investor/) - What does CGM Focus fund’s legendary portfolio manager think of so called high-frequency, computer driven trading? Which unloved stocks is he investing in now. Capital Growth Management’s Ken Heebner answer those questions and more. WATCH NOW…
- [ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS](https://wealthtrack.com/actively-managed-funds-vs-passive-index-funds/) - Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds. In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. WATCH NOW…
- [MORE FROM BENZ AND KINNEL](https://wealthtrack.com/benz-kinnel/) - [box style="info"]On public television, WEALTHTRACK is revisiting our episode on Actively Managed Funds vs. Passive Index Funds. You can watch it here.[/box] This week on WEALTHTRACK.com we are offering a special extended interview with Christine Benz and Russel Kinnel, both from Morningstar. WATCH NOW…
- [BENZ & KINNEL: MUTUAL FUND SHAKEUPS!](https://wealthtrack.com/benz-kinnel-mutual-fund-shakeups/) - The mutual fund industry is being buffeted by two enormous shifts: investors are deserting actively managed funds for passive ones and they are fleeing bond funds for other sources of income. What do these changes mean for investors? In their first joint television appearance, two Morningstar all-stars give us their perspective and advice. WATCH NOW…
- [COUPLES AND MONEY: WHY IT IS SUCH AN EMOTIONALLY CHARGED TOPIC AND HOW TO HANDLE IT](https://wealthtrack.com/couples-and-money-why-it-is-such-an-emotionally-charged-topic-and-how-to-handle-it/) - Money problems are a major source of conflict for couples and a leading cause of divorce. Victoria Collins, one of the country’s top financial advisors for many years, has strategies to handle it. LISTEN NOW…
- [A WIDELY FOLLOWED INVESTMENT STRATEGIST’S INDICATORS NOW SIGNALING HEIGHTENED RECESSION RISK](https://wealthtrack.com/a-widely-followed-investment-strategists-indicators-now-signaling-heightened-recession-risk/) - We are joined by ClearBridge’s Investment Strategist Jeff Schulze, who explain why he now believes that there is a 55% chance of a downturn, why a recession is not inevitable but what conditions could push it one way or the other. He will also discuss market implications and strategy. LISTEN NOW…
- [Warren Buffett’s Evolution Into a Great Manager](https://wealthtrack.com/warren-buffetts-evolution-into-a-great-manager/) - Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years through his annual shareholder letters and meetings where he and his long-time business partner Charlie Munger answer questions for
- [FINANCIAL JOURNALIST JASON ZWEIG EXPLAINS WHY INVESTMENT LEGEND BENJAMIN GRAHAM’S ADVICE MATTERS NOW](https://wealthtrack.com/financial-journalist-jason-zweig-explains-why-investment-legend-benjamin-grahams-advice-matters-now/) - Zweig explains the enormous impact Benjamin Graham had on investing and why we should listen to him now. LISTEN NOW…
- [RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE](https://wealthtrack.com/richard-bernstein-explains-why-the-market-leadership-shift-to-cyclical-value-stocks-is-durable/) - Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate. WATCH NOW…
- [FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY  ARE ESSENTIAL](https://wealthtrack.com/financial-thought-leader-paul-mcculley-says-both-fiscal-monetary-helicopter-money-are-essential/) - Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability. WATCH NOW…
- [Monetary Stimulus Are Vital for Economic Growth & Societal Stability](https://wealthtrack.com/monetary-stimulus-are-vital-for-economic-growth-societal-stability/) - This page is here for technical reasons. Please click here for the episode page.
- [TIME TESTED STRATEGIES FOR SUCCESSFUL INVESTING WITH “HALL OF FAME” STRATEGIST, RICHARD BERNSTEIN](https://wealthtrack.com/time-tested-strategies-for-successful-investing-with-hall-of-fame-strategist-richard-bernstein/) - Speculation is rampant in today’s markets. Influential strategist Richard Bernstein explains why it is a money-losing proposition and which investment strategies have proven their worth over time. WATCH NOW…
- [BITCOIN ENTREPRENEUR MATT HOUGAN EXPLAINS WHY CRYPTOCURRENCIES ARE SUDDENLY GOING  MAINSTREAM](https://wealthtrack.com/bitcoin-entrepreneur-matt-hougan-explains-why-cryptocurrencies-are-suddenly-going-mainstream/) - Bitcoin entrepreneur Matt Hougan explains why some cryptocurrencies and related investments have gone from fringe to mainstream in the past year and why these still speculative and volatile investments are here to stay. WATCH NOW…
- [Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong](https://wealthtrack.com/inflation-is-temporary-bullishness-on-the-economy-markets-is-wrong/) - The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent forecasts are for 10% GDP growth in the second quarter, 7.5% in the 3rd, and 5% in the fourth.As for inflation expectations, they are up. Again the consensus is that the combination
- [HOW COVID IS AFFECTING RETIREMENT WITH RETIREMENT BENEFITS EXPERT MARY BETH FRANKLIN](https://wealthtrack.com/how-covid-is-affecting-retirement-with-retirement-benefits-expert-mary-beth-franklin/) - COVID-19 has affected just about every aspect of our lives: our jobs, our health, our family and social interactions, children’s education, and leisure time. Mary Beth Franklin explains what the pandemic has revealed about the state of retirement planning in the U.S., and how to best manage your own retirement in the current situation. WATCH NOW…
- [GETTING THE MOST OUT OF SOCIAL SECURITY!  MARY BETH FRANKLIN ON MAXIMIZING YOUR RETIREMENT BENEFITS](https://wealthtrack.com/getting-the-most-out-of-social-security-mary-beth-franklin-on-maximizing-your-retirement-benefits/) - COVID-19 has thrown a monkey wrench into many retirement plans as millions of Americans were thrown out of work and many were forced to tap into retirement accounts to pay the bills. WATCH NOW…
- [ELECTION PORTFOLIO STRATEGY - TRENNERT PART 1](https://wealthtrack.com/election-portfolio-strategy-trennert-part-1/) - Jason Trennert says the wide policy differences between Biden and Trump call for different portfolio strategies post-election. WATCH NOW…
- [CHINA’S ECONOMIC COMEBACK & FLOURISHING A-SHARE MARKETS OFFER SPECIFIC INVESTMENT  OPPORTUNITIES](https://wealthtrack.com/chinas-economic-comeback-flourishing-a-share-markets-offer-specific-investment-opportunities/) - China’s economy is well on its way back to normal and that means there are multiple opportunities for investors in the world’s second-largest stock market. Robert Horrocks explains. WATCH NOW…
- [HOW COVID-19 HAS CHANGED MEDICARE COVERAGE AND PROCEDURES WITH BENEFITS  EXPERT KATY VOTAVA](https://wealthtrack.com/how-covid-19-has-changed-medicare-coverage-and-procedures-with-benefits-expert-katy-votava/) - According to Medicare benefits expert, Dr. Katy Votava COVID-19 has altered several aspects of Medicare coverage and procedures. She will tell us what’s different and how to take advantage of the changes. LISTEN NOW…
- [MEDICARE EXPERT KATY VOTAVA ON MAKING THE MOST OF THIS CRITICAL AND COMPLEX BENEFIT](https://wealthtrack.com/medicare-expert-katy-votava-on-making-the-most-of-this-critical-and-complex-benefit/) - An estimated 90% of Americans pay too much for their Medicare benefits. In part 2 of our podcast with Making the Most of Medicare author, Dr. Katy Votava, she discusses simple steps to get the most out of this critical and complex benefit. LISTEN NOW…
- [COVID’S EXTRAORDINARY ECONOMIC IMPACT FROM WALL STREET’S #1 ECONOMIST ED HYMAN](https://wealthtrack.com/covids-extraordinary-economic-impact-from-wall-streets-1-economist-ed-hyman/) - PART TWO: Fifty years of economic perspective on the extraordinary events of 2020 and how the pandemic has changed the economy and markets. It will be a fascinating conversation with one of the best business cycle analysts of our era. WATCH NOW…
- [NOBEL LAUREATE ECONOMIST ROBERT SHILLER EXPLAINS THE NARRATIVES DRIVING STOCK AND REAL ESTATE PRICES](https://wealthtrack.com/nobel-laureate-economist-robert-shiller-explains-the-narratives-driving-stock-and-real-estate-prices/) - Behavioral Economics pioneer Robert Shiller explains the stories helping drive financial markets and real estate prices higher. WATCH NOW…
- [BITCOIN IS ONE OF MANY BUBBLES OF HISTORIC PROPORTIONS TODAY SAYS FINANCIAL HISTORIAN JAMES GRANT](https://wealthtrack.com/bitcoin-is-one-of-many-bubbles-of-historic-proportions-today-says-financial-historian-james-grant/) - Interest rates, the central pricing mechanism for financial markets have been pushed to artificially low levels by The Fed and other central banks says financial historian and long-time market observer James Grant. That interest rate suppression has created numerous market bubbles. He cites Bitcoin as one of the most extreme examples. LISTEN NOW…
- [COVID-19 IS CHANGING ECONOMIC & INVESTMENT BEHAVIOR IN PROFOUND & LASTING WAYS](https://wealthtrack.com/covid-19-is-changing-economic-investment-behavior-in-profound-lasting-ways/) - Leading strategist and financial thought leader Jason Trennert explains the profound & lasting ways COVID-19 is changing economic and investment behavior. WATCH NOW…
- [REALLY CHEAP MARKETS AND THE PANDEMIC’S HIDDEN TOLL WITH FINANCIAL THOUGHT LEADER ROB ARNOTT](https://wealthtrack.com/really-cheap-markets-and-the-pandemics-hidden-toll-with-financial-thought-leader-rob-arnott/) - Research Affiliates Chairman and Founder is known for his award-winning market research, innovative financial products, and value-seeking money management. He discusses his contrarian views on the FAANGs, seriously unpopular markets, and the pandemic’s hidden toll. WATCH NOW…
- [THE FINANCIAL IMPACT OF PAST PANDEMICS HAS IMPORTANT LESSONS FOR TODAY SAYS HISTORIAN RICHARD SYLLA](https://wealthtrack.com/the-financial-impact-of-past-pandemics-has-important-lessons-for-today-says-historian-richard-sylla/) - The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the record growth in both monetary and fiscal stimulus. LISTEN NOW…
- [INFLUENTIAL ECONOMIST DAVID ROSENBERG WARNS LIFE IS GOING TO CHANGE PERMANENTLY AFTER COVID-19](https://wealthtrack.com/influential-economist-david-rosenberg-warns-life-is-going-to-change-permanently-after-covid-19/) - In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. He is deeply concerned about the economy’s weakness and the stock market’s vulnerability. WATCH NOW…
- [GREAT VALUE INVESTOR JOEL GREENBLATT ON SOME REVOLUTIONARY IDEAS FROM HIS NEW BOOK, COMMON SENSE](https://wealthtrack.com/great-value-investor-joel-greenblatt-on-some-revolutionary-ideas-from-his-new-book-common-sense/) - A leading value investor’s Common Sense advice on achieving economic opportunity for all. WATCH NOW…
- [INTERNET DISINFORMATION](https://wealthtrack.com/internet-disinformation/) - Did you know that RT ( Russia Today), one of Vladimir Putin’s disinformation websites is one of the top two sources of news on YouTube, right up there with CNN? Or that Warren Buffett’s Geico was a leading advertiser on Sputnik News, another Kremlin propaganda site? Neither did I until my podcast interview with veteran journalists and media entrepreneurs Steven Brill and Gordon Crovitz, co-founders, and co-CEOs of NewsGuard the web rating service. LISTEN NOW…
- [THIRD GENERATION INVESTOR CHRIS DAVIS SHARE 50+ YEARS OF PERSPECTIVE ON MANAGING THROUGH A CRISIS](https://wealthtrack.com/third-generation-investor-chris-davis-share-50-years-of-perspective-on-managing-through-a-crisis/) - Third generation investor Christopher Davis learned portfolio management from two of the best investors of their respective eras, his dad, Shelby M. C. Davis, and his grandfather, legendary insurance investor, Shelby Cullom Davis. Chris Davis shares his family’s perspective on managing through multiple crises including wars, booms, and busts. WATCH NOW…
- [TOP GROWTH MANAGER ALEX UMANSKY FOCUSES ON BIG IDEA COMPANIES DISRUPTING INDUSTRIES GLOBALLY](https://wealthtrack.com/top-growth-manager-alex-umansky-focuses-on-big-idea-companies-disrupting-industries-globally/) - Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Alex Umansky has. We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty. WATCH NOW…
- [NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI](https://wealthtrack.com/non-consensus-value-investing-with-ariel-investments-rupal-bhansali/) - It’s been a challenging period for active managers, especially those focused on value investing and international markets. Rupal Bhansali checks off all of those boxes but remains a fierce advocate for all three approaches. WATCH NOW…
- [FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD](https://wealthtrack.com/filling-in-the-retirement-income-gap-with-insurance-expert-kim-lankford/) - The reality is most Americans have not met their retirement goals. We want to change this dynamic starting right now. And we have the right guest to help us. Kim Lankford is an award-winning personal finance journalist, now working freelance. She was a long time contributing editor and columnist for Kiplinger’s. One of the first steps she recommends to plan for retirement or manage it is to understand our monthly cash flows. WATCH NOW…
- [CHINA CORONAVIRUS AFTERMATH](https://wealthtrack.com/china-coronavirus-aftermath/) - Before the coronavirus crisis Matthews Asia’s Robert Horrocks was bullish on China’s investment prospects. He believes China’s stock markets are getting back on track to outperform in the years ahead. LISTEN NOW…
- [NOBEL LAUREATE ROBERT SHILLER EXPLAINS HIS THEORY OF NARRATIVE ECONOMICS, HOW POWERFUL STORIES INFLUENCE THE DIRECTION OF THE ECONOMY](https://wealthtrack.com/nobel-laureate-robert-shiller-explains-his-theory-of-narrative-economics-how-powerful-stories-influence-the-direction-of-the-economy/) - What are the stories propelling economies and markets in 2020 and the decade going to be? It’s a podcast conversation we had with Nobel Laureate economist Robert Shiller about how important powerful narratives driving the economy are. LISTEN NOW…
- [GET YOUR FINANCIAL HOUSE IN ORDER WITH PERSONAL FINANCE GURU CHRISTINE BENZ’ FINANCIAL TO-DO LIST!](https://wealthtrack.com/get-your-financial-house-in-order-with-personal-finance-guru-christine-benz-financial-to-do-list/) - At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last minute. WATCH NOW…
- [MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY](https://wealthtrack.com/mega-investment-trends-influencing-markets-with-great-global-investor-bill-wilby/) - As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets. WATCH NOW…
- [THE END OF GLOBALIZATION IS A GAME-CHANGER FOR MARKET LEADERSHIP CREATING NEW WINNERS AND LOSERS](https://wealthtrack.com/the-end-of-globalization-is-a-game-changer-for-market-leadership-creating-new-winners-and-losers/) - Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 – The End of Globalization, he makes his case. WATCH NOW…
- [THE PANDEMIC ERA REQUIRES  RETHINKING FINANCIAL PLANS SAYS PERSONAL FINANCE GURU CHRISTINE BENZ](https://wealthtrack.com/the-pandemic-era-requires-rethinking-financial-plans-says-personal-finance-guru-christine-benz/) - Part 1 of 2 Morningstar’s personal finance guru Christine Benz says the pandemic era requires a rethink of financial plans. WATCH NOW…
- [2021’S FINANCIAL TO-DO LIST WITH MORNINGSTAR’S PERSONAL FINANCE GURU, CHRISTINE BENZ](https://wealthtrack.com/2021s-financial-to-do-list-with-morningstars-personal-finance-guru-christine-benz/) - Part 2 of 2 Morningstar’s personal finance guru, Christine Benz continues an annual WealthTrack tradition: an updated financial to-do-list for a new year. WATCH NOW…
- [PRESCIENT ECONOMIST DAVID ROSENBERG WARNS OF MOUNTING RECESSION SIGNS](https://wealthtrack.com/prescient-economist-david-rosenberg-warns-of-mounting-recession-signs-2/) - Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTHTRACK conversation. LISTEN NOW…
- [THIS IS A BEAR-MARKET RALLY, LIFE HAS CHANGED & “HOMEBODY” INVESTMENTS WILL FLOURISH SAYS ROSENBERG.](https://wealthtrack.com/this-is-a-bear-market-rally-life-has-changed-homebody-investments-will-flourish-says-rosenberg/) - This week, in Part 2 of our interview with Rosenberg, he focuses on the markets. He says it is impossible to reconcile one of the highest unemployment rates since the Great Depression with the recent biggest 50-day post bear market rally in the S&P 500’s history and that something has to give. Despite the market’s impressive performance since the March lows, he remains bearish, calling the experience a classic bear market rally. In this week’s interview, we discuss what has led him to this conclusion. WATCH NOW…
- [AVOIDING COSTLY MEDICARE MISTAKES WITH MEDICARE EXPERT DR. KATY VOTAVA](https://wealthtrack.com/avoiding-costly-medicare-mistakes-with-medicare-expert-dr-katy-votava/) - Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard because many are on a fixed income and they utilize health care more. But Medicare is not a slam dunk, anything but. WATCH NOW…
- [CHINA’S LEADERSHIP: THE COMPETITIVE THREAT TO THE U.S.](https://wealthtrack.com/chinas-leadership-the-competitive-threat-to-the-u-s/) - NEW THIS WEEK: China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S. LISTEN NOW…
- [The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System](https://wealthtrack.com/the-system-needs-dynamite-bill-bernstein-on-the-role-of-bonds-market-hazards-fixing-the-system/) - This page is here for technical reasons. Please click here for the episode page.
- [RECORD GOVERNMENT DEBT & LOW TO NEGATIVE INTEREST RATES CHALLENGE GLOBAL FINANCIAL STABILITY](https://wealthtrack.com/record-government-debt-low-to-negative-interest-rates-challenge-global-financial-stability/) - Two economic thought leaders assess the still challenged stability of the global financial system. WATCH NOW…
- [HOW DO YOU APPLY SOCIALLY RESPONSIBLE INVESTING PRINCIPLES TO YOUR PORTFOLIO?](https://wealthtrack.com/how-do-you-apply-socially-responsible-investing-principles-to-your-portfolio/) - As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing. NEW THIS WEEK… In this week's EXTRA feature we’ll share a link to a report about how you apply socially responsible investing principles to your portfolio from the forum for sustainable and responsible investment. It is a roadmap for professional investors which is also useful for individuals and anyone managing money. READ NOW…
- [TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION](https://wealthtrack.com/take-a-duo-of-buffett-biographies-on-vacation/) - [ ] TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION [one_half] Buffett: The Making of an American Capitalist [/one_half] [one_half_last] The Snowball: Warren Buffett and the Business of Life [/one_half_last] Watch the related WEALTHTRACK episode.
- [51% OF PERSONAL WEALTH IN THE U.S. IS CONTROLLED BY WOMEN](https://wealthtrack.com/51-percent-of-personal-wealth-in-the-u-s-is-controlled-by-women/) - Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance. WATCH NOW…
- [THIS IS BIGGER THAN THE FINANCIAL CRISIS & IT’S WISE TO RAISE CASH SAYS T- BOND GURU ROBERT KESSLER](https://wealthtrack.com/this-is-bigger-than-the-financial-crisis-its-wise-to-raise-cash-says-t-bond-guru-robert-kessler/) - In an exclusive interview, U.S. Treasury bond manager Robert Kessler warns this recession will be bigger than the financial crisis and the damage to stock markets will get worse before it gets better. His advice: raise cash sooner rather than later. WATCH NOW…
- [THREE INSPIRING WOMEN ENTREPRENEURS SHARE THEIR UNUSUAL ROUTES TO SUCCESS](https://wealthtrack.com/three-inspiring-women-entrepreneurs-share-their-unusual-routes-to-success/) - NEW THIS WEEK: Running your own business is the definition of a dream job for increasing numbers of Americans, particularly women. I had the opportunity to interview a panel of women business founders recently at the Women of Leadership Summit hosted by the New York affiliate of ACG, the Association for Corporate Growth. LISTEN NOW…
- [THE DO-IT-YOURSELF RETIREMENT SYSTEM ISN’T WORKING. RETIREMENT PRO TERESA GHILARDUCCI HAS SOLUTIONS](https://wealthtrack.com/the-do-it-yourself-retirement-system-isnt-working-retirement-pro-teresa-ghilarducci-has-solutions/) - NEW THIS WEEK: The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Economist and retirement expert Teresa Ghilarducci says the U.S.’ 40-year experiment with do-it-yourself retirement is seriously flawed, but there are ways to fix it. LISTEN NOW…
- [BLACKSTONE’S EXECUTIVE VICE CHAIRMAN TONY JAMES DISCUSSES HIS PASSION FOR RESCUING RETIREMENT](https://wealthtrack.com/blackstones-executive-vice-chairman-tony-james-discusses-his-passion-for-rescuing-retirement/) - A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WATCH NOW…
- [BLACKSTONE’S TONY JAMES DISCUSSES THE OUTLOOK FOR PRIVATE EQUITY AND OTHER ALTERNATIVE INVESTMENTS](https://wealthtrack.com/blackstones-tony-james-discusses-the-outlook-for-private-equity-and-other-alternative-investments/) - In Part Two: The outlook for private equity with financial thought leader Tony James, Executive Vice Chairman, Blackstone. WATCH NOW…
- [VETERAN SMALL CAP VALUE MANAGER CHARLIE DREIFUS IS STICKING WITH HIS CONTRARIAN RISK AVERSE APPROACH](https://wealthtrack.com/veteran-small-cap-value-manager-charlie-dreifus-is-sticking-with-his-contrarian-risk-averse-approach/) - Small Cap value investor, Charlie Dreifus on why value has been badly lagging growth. WATCH NOW…
- [ADAPTIVE STRATEGIES](https://wealthtrack.com/adaptive-strategies/) - NEW ONLINE THIS WEEK: We'll share an interesting essay on addressing climate change through what is called "adaptive strategies" by Bob Bunting, a scientist, entrepreneur, educator, and author. ON-AIR THIS WEEK: As it's Labor Day weekend and a summer vacation week for many, we are revisiting a recent show with leading Wall Street economist and strategist Ed Yardeni. He explains why it pays to be optimistic, even in today’s markets. LEARN MORE…
- [LEADING INVESTMENT STRATEGIST JASON TRENNERT LAYS OUT THE BULLISH VS. BEARISH CASES MID SHUTDOWN](https://wealthtrack.com/leading-investment-strategist-jason-trennert-lays-out-the-bullish-vs-bearish-cases-mid-shutdown/) - The pandemic lockdown has created extreme financial conditions without precedent. Leading investment strategist Jason Trennert lays out the bullish vs. bearish cases in shutdown investing. WATCH NOW…
- [READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM](https://wealthtrack.com/read-conscious-capitalism-liberating-the-heroic-spirit-of-capitalism/) - [ ] READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM Conscious Capitalism: Liberating the Heroic Spirit of Business
- [TRADE WAR IMPACT: THE MARKETS & ECONOMY](https://wealthtrack.com/trade-war-impact-the-markets-economy/) - NEW: Volatile U.S trade relations with China are immediately reflected in the financial markets but what about the economic impact? Could they push the U.S. into recession? Leading global economist and strategist Nick Sargen weighs in. LISTEN NOW…
- [WILL THE MASSIVE POLICY RESPONSE HALT THE GLOBAL ECONOMIC FREEFALL?](https://wealthtrack.com/will-the-massive-policy-response-halt-the-global-economic-freefall/) - Influential international economist John Lipsky was a top IMF official negotiating the solution to the Global Financial Crisis. He contrasts the massive policy response now to then and the likelihood that current efforts will be enough to halt the global economic freefall. LISTEN NOW…
- [JAMIE HOPKINS EXPLAINS WHY WE NEED TO RETHINK EVERYTHING WE ASSUME WE KNOW ABOUT RETIREMENT](https://wealthtrack.com/jamie-hopkins-explains-why-we-need-to-rethink-everything-we-assume-we-know-about-retirement/) - Award-winning retirement expert Jamie Hopkins explains why it’s essential to rethink retirement planning. WATCH NOW…
- [DISRUPTIVE TECHNOLOGIES](https://wealthtrack.com/disruptive-technologies/) - NEW THIS WEEK: Keeping track of myriad disruptive technologies shaking up businesses and the markets is a daunting task, requiring familiarity with multiple disciplines, industries, and global markets. Public television’s spring fundraising drive is underway which means we're revisiting an annual WEALTHTRACK tradition: Nine years after the Great Recession why is global growth accelerating? LEARN MORE…
- [MARKET-BEATING RETURNS WITH NEXT GENERATION INVESTOR SAMANTHA MCLEMORE](https://wealthtrack.com/market-beating-returns-with-next-generation-investor-samantha-mclemore/) - We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working alongside today’s investment greats. LISTEN NOW…
- [BITCOIN: CURRENCY OF THE FUTURE OR INVESTMENT MANIA?  BILL MILLER’S TRANSFORMATIVE INNOVATION CASE](https://wealthtrack.com/bitcoin-currency-of-the-future-or-investment-mania-bill-millers-transformative-innovation-case/) - After extensive research on digital currencies, legendary value investor Bill Miller has decided Bitcoin has passed enough tests to potentially reshape the global currency markets. He explains why and describes his investment approach. LEARN MORE…
- [GUGGENHEIM'S SCOTT MINERD OVERSEES SIX 5-STAR BOND FUNDS.  WHY IS HE GETTING DEFENSIVE IN ALL OF THEM?](https://wealthtrack.com/guggenheims-scott-minerd-oversees-six-5-star-bond-funds-why-is-he-getting-defensive-in-all-of-them/) - Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star-rated bond funds. WATCH NOW…
- [ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE](https://wealthtrack.com/elon-musk-telsa-space-x-and-the-quest-for-a-fantastic-future/) - [ ] READ ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future Watch the related WEALTHTRACK episode.
- [THE CASE FOR GOLD](https://wealthtrack.com/caught-in-a-lie-2/) - NEW THIS WEEK: With geopolitical tensions rising gold has been advancing as well, assuming its traditional role as a hedge against disaster. But Tocqueville Gold Fund's (TGLDX) Senior Portfolio Manager, John Hathaway writes there is a compelling fundamental case to be made for bullion's strength and select gold company stocks, which we believe is worth reading. LEARN MORE…
- [GREAT INVESTOR HERSH COHEN ON THE KEY ROLE DIVIDENDS PLAY IN HIS INVESTMENT STRATEGY](https://wealthtrack.com/great-investor-hersh-cohen-on-the-key-role-dividends-play-in-his-investment-strategy/) - An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WATCH NOW…
- [CURRENT MARKET DYNAMICS AND STRATEGY: AN EXCLUSIVE INTERVIEW WITH GREAT INVESTOR HERSH COHEN](https://wealthtrack.com/current-market-dynamics-and-strategy-an-exclusive-interview-with-great-investor-hersh-cohen/) - Great Investor Hersh Cohen has been investing for half a century, 30 years of which were spent at the helm of the award-winning ClearBridge Appreciation Fund and to this day focusing on investing in high quality, dividend growing companies. He shares his perspective on today’s challenging markets. LISTEN NOW…
- [READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”](https://wealthtrack.com/read-the-everything-store-jeff-bezos-and-the-age-of-amazon/) - [ ] READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON” The Everything Store: Jeff Bezos and the Age of Amazon Watch the related WEALTHTRACK episode.
- [WHAT’S THE FORMULA FOR INVESTMENT LONGEVITY AND SUCCESS? JOHN ROGERS SHARES HIS MARKET BEATING APPROACH](https://wealthtrack.com/whats-the-formula-for-investment-longevity-and-success-john-rogers-shares-his-market-beating-approach/) - Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers. WATCH NOW…
- [INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE ASSET MANAGEMENT'S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT](https://wealthtrack.com/kleinschmidt-contrarian-exclusive/) - In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be. WATCH NOW…
- [READ THE LATEST EDITION OF <em>A RANDOM WALK DOWN WALL STREET](https://wealthtrack.com/read-the-latest-edition-of-a-random-walk-down-wall-street/) - [ ] READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing Watch the related WEALTHTRACK episode.
- [BURTON MALKIEL WROTE  "A RANDOM WALK DOWN WALL STREET" IN ‘73.  HAVE HIS VIEWS CHANGED?](https://wealthtrack.com/malkiel-financial-thought-leader/) - Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street. WATCH NOW…
- [TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.](https://wealthtrack.com/in-a-wealthtrack-exclusive-top-ranked-economist-nancy-lazar-discusses-the-prospects-for-the-u-s-economy/) - In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run. WATCH NOW…
- [TAX REVOLUTION: ESSENTIAL TAX ADVICE FOR RIGHT NOW](https://wealthtrack.com/tax-revolution-essential-tax-advice-for-right-now/) - THIS WEEK: Tremendous changes are ahead for taxpayers. Award-winning personal finance journalist, Mary Beth Franklin covers the biggest ones, plus provides an update on Social Security. WATCH NOW…
- [A RARE IN-DEPTH INTERVIEW WITH GREAT INVESTOR BILL MILLER ON WHAT THE PANDEMIC HAS CHANGED](https://wealthtrack.com/a-rare-in-depth-interview-with-great-investor-bill-miller-on-what-the-pandemic-has-changed/) - Legendary investor Bill Miller on what the pandemic has and has not changed. WATCH NOW…
- [ALL THE REASONS TO BE BULLISH WITH LEGENDARY VALUE INVESTOR BILL MILLER](https://wealthtrack.com/all-the-reasons-to-be-bullish-with-legendary-value-investor-bill-miller/) - We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-19 and the dramatic response to it, from economic shutdown to massive life support. In part 2 of our in-depth interview with legendary value investor Bill Miller he explains why he remains bullish and where he is finding unusual opportunities created by the pandemic challenge. WATCH NOW…
- [MILLER - HEDGE FUND TIMING](https://wealthtrack.com/miller-hedge-fund-timing/) - BILL MILLER Chairman, Chief Investment Officer, Miller Value Partners As it’s pledge season on Public Television, we are revisiting a rare interview with legendary value investor Bill Miller. NEW THIS WEEK: Despite all the headaches involved with running publicly owned and regulated mutual funds why did Miller go that route? And why did he also decide to open a hedge fund at a time when they are losing clients? We asked him. WATCH NOW…
- [PASSIVE WIN](https://wealthtrack.com/passive-win/) - Score another win for passive investing! Legendary investor Warren Buffett is claiming victory in a bet he made a decade ago that a passive index fund would outperform a pool of hedge funds. Also, during public television’s fundraising drive we are revisiting our exclusive two part annual outlook with Ed Hyman, Wall Street’s # 1 ranked economist for a record 36 years. He and five-star rated mutual fund manager Matthew McLennan discuss how much the financial world has changed and what it means for the U.S. economy and markets. WATCH NOW…
- [GENDER DIVERSITY](https://wealthtrack.com/gender-diversity/) - On television this week, we look back at Part 2 of our exclusive interview with Wall Street’s number one economist Ed Hyman and top global investor Matthew McLennan, we look at the dramatic financial changes occurring around the world and what they mean for business and investors. NEW THIS WEEK: During fund raising weeks on public television I am able to focus on other areas of interest. This week I turned my attention to the growing and compelling body of research that shows that the more women there are in decision making roles in companies the more profitable those companies are. I have provided a link to two reports, one from the Petersen Institute and EY, the other from Credit Suisse. WATCH NOW…
- [TRANSITIONING FROM WORK TO RETIREMENT IS FRAUGHT WITH FINANCIAL RISKS. SPECIALISTS EARHART & HOPKINS EXPLAIN HOW TO DO IT SUCCESSFULLY](https://wealthtrack.com/earhart-hopkins-personal-retirement-paycheck/) - Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement. WATCH NOW…
- [WALL STREET’S #1 ECONOMIST SEES A REALLY BAD ECONOMY GETTING BETTER BUT FEARS A DAMAGING 2ND WAVE](https://wealthtrack.com/wall-streets-1-economist-sees-a-really-bad-economy-getting-better-but-fears-a-damaging-2nd-wave/) - No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has resulted in stunning declines in employment, income, sales, earnings, government revenues, and overall economic output. This week’s guest has been following and cataloging all of the economic and policy developments since the beginning of the pandemic and joins us with a summary and update on what it means for the overall economy, businesses, consumers, and investors. WATCH NOW…
- [RECORD BREAKING MARKETS PLUS BITCOIN SIGNAL MARKET TOP, SAYS FINANCIAL HISTORIAN RICHARD SYLLA](https://wealthtrack.com/record-breaking-markets-plus-bitcoin-signal-market-top-says-financial-historian-richard-sylla/) - We're revisiting one of the major themes of 2017: the building risks in the financial markets, with leading financial risk expert Richard Bookstaber. NEW THIS WEEK: WARNING SIGNS: ELEVATED MARKETS & BITCOIN Financial historian, author, and investor, Professor Richard Sylla analyzes the riskiness of today’s record-breaking markets and phenomena like Bitcoin. WATCH NOW…
- [SUSTAINABLE GROWTH AT REASONABLE PRICES: WHAT IN THE WORLD IS GREAT INVESTOR MARK YOCKEY FINDING?](https://wealthtrack.com/sustainable-growth-at-reasonable-prices-what-in-the-world-is-great-investor-mark-yockey-finding/) - It’s been a challenging time for global investors, especially those running international funds. This week’s guest is up to the challenge and has been investing overseas for nearly three decades. WATCH NOW…
- [KESSLER: CONTRARIAN TREASURES](https://wealthtrack.com/kessler-contrarian-treasures/) - An exclusive interview with a contrarian who has been correct on interest rates and the value of U.S. Treasury bonds for years, Kessler Investment Advisors’ Robert Kessler. WATCH NOW…
- [FINANCIAL CRISIS DANGER: ROBERT ALIBER & NICHOLAS SARGEN IDENTIFY WHAT INVESTORS CAN DO TO PROTECT THEMSELVES](https://wealthtrack.com/aliber-sargen-next-financial-crisis-2/) - Much has been written since the presidential election about the new world political order. We have some additional analysis for you. Also, it is currently the fund-raising season on public television, on air this week, we are revisiting a popular recent program. WATCH NOW…
- [CUCCHIARO: POWERFUL INVESTMENT MIX](https://wealthtrack.com/cucchiaro-powerful-investment-mix/) - 3EDGE Asset Management’s Founder, Stephen Cucchiaro explains how he combines mathematics, technology, behavioral finance and game theory to obtain above average investment results. WATCH NOW…
- [HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS](https://wealthtrack.com/hold-safe-haven-assets-cash-u-s-treasury-bonds-gold-three-safe-haven-investments/) - [ ] HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS Gold: An insurance policy against disaster and traditionally a behavioral opposite to stocks Morningstar Favorite: iShares Gold Trust ETF (IAU) IAU data by YCharts Long Term Treasuries: Non-correlated asset Dampens portfolio volatility A top rated ETF is: SPDR
- [READ JANE BRYANT QUINN’S LATEST BOOK](https://wealthtrack.com/read-jane-bryant-quinns-latest-book/) - [ ] READ JANE BRYANT QUINN’S LATEST BOOK How to Make Your Money Last: The Indispensable Retirement Guide Watch the related WEALTHTRACK episode.
- [BOGLE: INDEX FUND TRANSFORMATION](https://wealthtrack.com/premium-index-fund-transformation-2/) - On air this week, as it's the winter pledge season on Public Television, we are revisiting a popular recent program. Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, "The Intelligent Investor" columnist at The Wall Street Journal and author. NEW THIS WEEK: When John C. Bogle created the first index mutual fund some 40 years ago, little did he know that the $11 million put into his index fund in 1975 would explode into a huge industry. In a Viewpoint commentary, Bogle traces the extraordinary history of the industry he created and how much it has changed, for better and for worse, from his original intent. READ NOW…
- [LAPERRIERE: HIGH PRESIDENTIAL STAKES](https://wealthtrack.com/laperriere-high-presidential-stakes-2/) - As it's the winter fund raising season on Public Television, this week we are revisiting a popular topic - retirement! New this week: Bernie Sanders wins the Michigan Democratic Primary. Donald Trump has a big lead in the Republican primary race. What difference would a presidential win by either candidate make? Cornerstone Macro’s top rated Washington analyst, Andy Laperriere has always been an objective, non-partisan observer, which is why his recent analysis of these two contenders caught my attention immediately. READ NOW…
- [MINERD: BOND CHALLENGE](https://wealthtrack.com/minerd-bond-challenge/) - The challenges of investing in a negative interest rate world. Guggenheim Partners Scott Minerd discusses strategy for his firm and its top-rated bond funds. WATCH NOW…
- [KLEINSCHMIDT: EXCLUSIVE STRATEGY](https://wealthtrack.com/kleinschmidt-exclusive-strategy/) - An exclusive interview with Tocqueville Fund’s long-time portfolio manager Robert Kleinschmidt. The contrarian value investor explains why commodities are key to the market and what they are telling him now. WATCH NOW…
- [DORFMAN: VALUABLE INVESTING?](https://wealthtrack.com/dorfman-valuable-investing/) - Are you better off with a robot? Dorfman Value Investment’s John Dorfman discusses why his robot list performs so well, but is not for most investors. WATCH NOW…
- [NEW SOCIAL SECURITY RULES](https://wealthtrack.com/14153/) - On-air this week, as it's Pledge season on Public Television, we are revisiting some shows that viewers have requested to see again: How to go the distance in retirement without running out of money. New online, Congress and the President dropped a bombshell on Social Security recipients recently by unexpectedly eliminating some lucrative claiming strategies. Social Security guru Mary Beth Franklin shares some advice.
- [MINIMIZE TAXES:MAXIMIZE RETURNS](https://wealthtrack.com/minimize-taxesmaximize-returns/) - It's the beginning of Public Television's pledge season, so we are revisiting a topic of particular interest to our viewers - retirement! New this week, an often overlooked strategy to get the most out of your investments is tax efficiency. WATCH NOW…
- [CONSULT A FINANCIAL PLANNER AT LEAST ONCE ABOUT YOUR RETIREMENT PLANS](https://wealthtrack.com/consult-a-financial-planner-at-least-once-about-your-retirement-plans/) - [ ] CONSULT A FINANCIAL PLANNER AT LEAST ONCE ABOUT YOUR PLANS RETIREMENT ADVICE CREDENTIALS Certified Financial Planner, CFP Retirement Income Certified Professional, RICP Retirement Management Analyst, RMA Watch the related WEALTHTRACK episode.
- [SINGER: MACRO MATTERS](https://wealthtrack.com/singer-macro-matters/) - Why are events in Greece and China so important to investors? In a rare interview, top performing, five-star rated Portfolio Manager, Brian Singer of the William Blair Macro Allocation Fund explains why macro matters. WATCH NOW…
- [ROTHMAN: A CHINA BULL  - PLUS, ACHIEVABLE RETIREMENT PLANNING](https://wealthtrack.com/rothman-achievable-retirement-planning-plus-a-china-bull/) - As the summer fund-raising season starts this week on Public Television, we are going to revisit a popular topic – retirement! We’ll hear from highly-regarded financial advisor, Jonathan Pond. He has some simple steps to see us through, no matter what the circumstances. New this week, a special online report about China. The world’s second largest economy has gone from investment darling to pariah in just a few short weeks. Where Chinese economic statistics used to be given the benefit of the doubt, they are now widely disbelieved by many professional investors. READ NOW…
- [MAXIMIZING MEDICARE, PLUS WOMEN INVESTORS](https://wealthtrack.com/maximizing-medicare-plus-women-investors/) - It's the final week of the summer fund-raising drive on Public Television, so we are revisiting some of our most popular programs. An estimated 95% of seniors pay too much for Medicare. Healthcare expert Katy Votava, president of Goodcare.com and author of "Making the Most of Medicare" explains what you need to know to maximize those benefits and avoid overpaying. New this week, Here’s a thought provoking finding: during the financial crisis and the post-crisis years, hedge funds run by women have significantly outperformed the broader market of hedge funds, the vast majority of which are run by men. This is one of the many fascinating facts found in a report “Addressing Gender Folklore” from the State Street Center of Applied Research. READ NOW…
- [TRENNERT: THE REAL WALL STREET](https://wealthtrack.com/trennert-the-real-wall-street/) - If perception is nine-tenths of reality then Wall Street has a problem. According to recent polls, just 21% of Americans view Wall Street favorably, while 33% have negative opinions. Are these feelings justified? That is the question we posed in this week’s EXTRA interview. Our guest is Jason DeSena Trennert, Chairman of Strategas Research Partners and a 27 year Wall Street veteran of both major investment firms and independent ones. He is also the author of the just published MY SIDE OF THE STREET: Why Wolves, Flash Boys, Quants, and Masters of the Universe Don’t Represent the Real Wall Street WATCH NOW…
- [ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO](https://wealthtrack.com/add-some-tips-treasury-inflation-protected-securities-to-your-portfolio/) - [ ] ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO INVESTING IN TIPS TreasuryDirect.gov Morningstar recommends: Schwab US TIPS ETF (SCHP) Vanguard Short-Term Inflation-Protected Securities Index (VTIP) Vanguard Inflation-Protected Securities Fund (VIPSX) Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-some-commodity-exposure-to-your-portfolio/) - [ ] CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO COMMODITIES ARE: Currently unpopular Cheap “Only asset class to make money in an inflation shock” Credit Suisse Commodity Return Strategy (CRSOX): “…Morningstar’s sole actively managed medalist fund in the commodities broad-basket category…” CRSOX data by YCharts Greenhaven Continuous Commodity ETF (GCC) “…it equally weights various
- [TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES](https://wealthtrack.com/take-some-time-to-understand-the-medicare-options-for-you-or-your-loved-ones/) - [ ] TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES ENROLL IN MEDICARE ON TIME Approaching 65? Prepare to enroll for Medicare Part A & B Enrollment window is 3 months before 65th birthday until 3 months after 65th birthday MEDICARE RESOURCES General Information: Medicare.gov or 1800-MEDICARE Personal Plan
- [SMITH: LEGENDARY MAVERICK](https://wealthtrack.com/smith-legendary-maverick/) - Stephen Smith, founding portfolio manager of the Legg Mason Brandywine Global Opportunities Bond fund and finalist for Morningstar’s 2014 Fixed-Income Fund Manager of the Year is known as a contrarian investor. In an exclusive interview on WEALTHTRACK, Smith takes on consensus views about oil prices, interest rates and global growth and shares where he and his team are finding opportunities in bonds and currencies. WATCH NOW…
- [PRESCIENT ECONOMIST & FED EXPERT PAUL MCCULLEY ON NO RECESSION AHEAD & FED’S TIGHTENING DONE](https://wealthtrack.com/prescient-economist-fed-expert-paul-mcculley-on-no-recession-ahead-feds-tightening-done/) - Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watching now? WATCH NOW…
- [VOTAVA: MAXIMIZING MEDICARE](https://wealthtrack.com/votava-maximizing-medicare/) - It is estimated that 95% of Americans receiving Medicare benefits pay too much for their coverage. How do you, or your loved ones avoid that fate? We asked Medicare consultant, Katy Votava to take us through the initial process of navigating the Medicare system and maximizing the benefits available. WATCH NOW…
- [KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS](https://wealthtrack.com/know-especially-bond-portfolios/) - [ ] KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS Record low interest rates Bond portfolios are expensive Yields are extraordinarily low Watch the related WEALTHTRACK episode.
- [CORNERSTONE MACRO: 12 FAVORITE CHARTS](https://wealthtrack.com/cornerstone-macro-12-favorite-charts-2/) - Nancy Lazar and her leading economic team at independent research team, Cornerstone Macro picked their “12 Favorite U.S. Charts” for their institutional clients just before the New Year. In the spirit of the holidays, they all reflect positive trends for the U.S. economy, trends which Lazar and her team spotted early on, winning her our “Best Calls” award for 2014. She agreed to share them with our WEALTHTRACK audience. WATCH NOW…
- [CLEMENTS: MONEY GUIDE](https://wealthtrack.com/clements-money-guide/) - As it's pledge season on public television, this week on WEALTHTRACK we are re-visiting a program about the unique difficulties women face in achieving long-term financial security. Two award-winning financial advisors explain what every woman needs to know to build a financial plan to last a lifetime. New here on WEALTHTRACK.com this week: The Wall Street Journal’s must read personal finance columnist, Jonathan Clements has distilled twenty-five years of experience into one, soon to be published e-book and hard cover. His Jonathan Clements Money Guide 2015 will be finished and ready to go at the stroke of midnight on December 31st. There is much to celebrate. WATCH NOW…
- [TRAHAN: STILL BULLISH](https://wealthtrack.com/trahan-still-bullish/) - A rare interview with Cornerstone Macro’s Investment Strategist, François Trahan, who has once again been named the number one ranked strategist on Wall Street by Institutional Investor magazine, as he has been for eight of the last ten years. Trahan has been a stock market bull since the fall of 2011, Still Bullish when the recovery and the markets looked very dicey. Since then he has stuck to his guns and the market has proven him right. What’s his view now? Despite faltering growth in much of the world, rising geopolitical risks and the U.S. stock markets regularly flirting with record highs, he says the U.S. bull market still has several years to run. He’ll explain why. WATCH NOW…
- [TRAHAN: VOLATILE MARKETS](https://wealthtrack.com/trahan-volatile-markets/) - A WEALTHTRACK exclusive with Wall Street’s number one ranked strategist. Cornerstone Macro’s François Trahan explains how to make money in an increasingly volatile and difficult market. WATCH NOW…
- [RAISE SOME CASH AND HOLD IT](https://wealthtrack.com/raise-cash-hold/) - [ ] Watch the related WEALTHTRACK episode.
- [TRENNERT: THERE IS NO ALTERNATIVE](https://wealthtrack.com/trennert-alternative/) - How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s WEALTHTRACK guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain. WATCH NOW…
- [WILBY & SARGEN: GLOBAL DANGERS](https://wealthtrack.com/wilby-sargen-global-dangers/) - How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. Two veteran global investors, private investor William Wilby, formerly of number one ranked Oppenheimer Global Fund and Fort Washington Investment Advisors’ Chief Economist and Senior Investment Advisor Nicholas Sargen share their perspective and strategies. WATCH NOW…
- [LESS WORK AND MORE PLAY, SOME BOOKS TO READ ON YOUR SUMMER VACATION.](https://wealthtrack.com/less-work-play-books-read-summer-vacation/) - [ ] Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed Business Adventures by John Brooks Watch the related WEALTHTRACK episode.
- [STEVEN LEUTHOLD: THE CONTRARIAN'S CONTRARIAN](https://wealthtrack.com/steven-leuthold-the-contrarians-contrarian/) - Contrarian money manager Steven Leuthold called it quits from the tightly regulated mutual fund business a couple of years ago. He wanted to escape from the rules, the pressures of managing billions and grueling publishing deadlines. Last year he launched Leuthold Strategies, a small private investment partnership. He's investing in businesses that many investors consider to be toxic, including uranium mining and Chinese water and pharmaceutical companies. He'll explain his unusual choices. WATCH NOW…
- [ED HYMAN AND BOB DOLL](https://wealthtrack.com/ed-hyman-bob-doll/) - An exclusive interview with Wall Street’s long time number one economist Ed Hyman and Great Investor Bob Doll. What they expect in the economy and markets in 2012 and strategies to prosper in it. WATCH NOW…
- [DAVID ROSENBERG](https://wealthtrack.com/david-rosenberg-2/) - WATCH NOW…
- [David Rosenberg: Financial Thought Leader](https://wealthtrack.com/david-rosenberg-financial-thought-leader/) - WATCH NOW…
- [MARY BETH FRANKLIN: INCREASING YOUR SOCIAL SECURITY BENEFITS](https://wealthtrack.com/mary-beth-franklin-increasing-social-security-benefits/) - WATCH NOW…
- [PETRIE: THE ENERGY REVOLUTION](https://wealthtrack.com/petrie-energy-revolution/) - Are we really in the midst of an energy revolution? Could the U.S become energy independent? What are the repercussions for the economy, investors and even national security? Financial Thought Leader and energy guru Tom Petrie uses his 40 years of experience as an energy analyst, investment banker and strategist to provide answers in this WEALTHTRACK exclusive WATCH NOW…
- [PETER FRANCESE, ROBERT KLEINSCHMIDT AND TOM PETRIE](https://wealthtrack.com/peter-francese-robert-kleinschmidt-tom-petrie/) - We’ll talk about long-term demographic trends and the investment opportunities they are creating with demographics pioneer, Peter Francese, the founder of American Demographics magazine. Plus we’ll explore some of the deep values being created in the beaten down oil patch with veteran analyst and investor Tom Petrie, and in a WealthTrack television exclusive, delve into other sectors of the financial markets with fund manager Robert Kleinschmidt of the highly regarded Tocqueville Funds. WATCH NOW…
- [BOB DOLL, JOHN MONTGOMERY AND TOM PETRIE](https://wealthtrack.com/bob-doll-john-montgomery-and-tom-petrie/) - Three outstanding financial world figures: Bob Doll runs three large cap funds at BlackRock; John Montgomery heads up a family of funds using computer models at Bridgeway Capital; Tom Petrie, Vice Chairman of Bank of America – Merrill Lynch, is a veteran observer of the energy sector WATCH NOW…
- [ED HYMAN, CHRIS DAVIS AND TOM PETRIE](https://wealthtrack.com/ed-hyman-chris-davis-tom-petrie/) - WealthTrack focuses on the economy, energy and value investing with three guests exclusive to us. ISI Group's Ed Hyman, Wall Street's number one ranked economist for 27 years running, star value investor Chris Davis of the Davis Funds, and veteran energy hand Tom Petrie, Vice Chairman of Merrill Lynch. WATCH NOW…
- [BURTON MALKIEL, TOM PETRIE AND DAVID LAIBSON](https://wealthtrack.com/burton-malkiel-tom-petrie-david-laibson-transcript-20080229-episode335-2/) - This week on WealthTrack, it's back to school with three experienced investment mentors- Random Down Wall Street’s Burton Malkiel, Harvard behavioral economist David Laibson, and energy market veteran Tom Petrie. They all have pointers for tough market tests. WATCH NOW…
- [STEVEN ROMICK: CONTRARIAN CASH](https://wealthtrack.com/steven-romick-contrarian-cash-3/) - Great Investor, Steven Romick, Morningstar’s 2013 Asset Allocation Fund Manager of the Year has built up one of the largest cash hordes of his career in his FPA Crescent Fund. This noted contrarian says even with his broad investment mandate of investing in any asset class, in any market the bargains are few and far between. He discusses the opportunities he is finding in farmland, real estate loans and some selective stocks WATCH NOW…
- [HASENSTAB: INVESTING WHERE OTHERS FLEE](https://wealthtrack.com/hasenstab-investing-others-flee/) - Several years ago when other investors were buying U.S. Treasuries for their safety and liquidity, Templeton Global Bond Fund’s award-winning manager, Michael Hasenstab was an early seller, a bearish position he maintains to this day. Famous for looking for bargains where others flee, Hasenstab is looking for opportunities in the Ukraine, Korea, and Malaysia with the thinking, “we have the whole world to choose from.” WATCH NOW…
- [PREMIUM: CHARLIE DREIFUS](https://wealthtrack.com/premium-charlie-dreifus/) - [box] When most of the country's public television stations are running pledge weeks, we are revisiting Consuelo's interview with a WEALTHTRACK Great Investor who made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds explains why he now favors large companies in today’s markets. Watch that
- [DREIFUS UPDATE](https://wealthtrack.com/dreifus-update-full/) - When most of the country's public television stations are running pledge weeks, we are revisiting Consuelo's interview with a WEALTHTRACK Great Investor who made his name investing in small company stocks. Charlie Dreifus, the portfolio manager of the Royce Special Equity funds explains why he now favors large companies in today’s markets. Watch that episode here. We tracked down Great Investor Charles Dreifus at the Munich airport for an update on his view of the stock market and large vs. small cap stocks in particular. LISTEN NOW…
- [PUT THE POWER OF COMPOUNDING TO WORK FOR YOU](https://wealthtrack.com/put-power-compounding-work/) - [ ] CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
- [CHRIS DAVIS: IT'S ALL IN THE FAMILY](https://wealthtrack.com/chris-davis-family/) - Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion. WATCH NOW…
- [Nancy Lazar - Robert Shiller - Andrew Lo](https://wealthtrack.com/nancy-lazar-robert-shiller-andrew-lo/) - Dealing with the new market realities. Two giants of behavioral finance- Yale Professor and Irrational Exuberance author, Robert Shiller and MIT professor and hedge fund manager Andrew Lo- discuss where the money will be made in the new financial landscape. Plus, top rated economist Nancy Lazar of ISI Group fills us in on the outlook for global economies and markets. WATCH NOW…
- [CHARLES ROYCE: CHANGING MARKETS](https://wealthtrack.com/charles-royce-changing-markets/) - In a WEALTHTRACK exclusive, Great Investor, Charles "Chuck" Royce, warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades WATCH NOW…
- [CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET](https://wealthtrack.com/charles-royce-buy-unloved-sectors-market/) - Buy Some Unloved Sectors Of The Market [ ] UNLOVED vs. LOVED RETURNS Annualized returns past 20 years over 3-year holding periods Unloved Funds 10.4% Loved Funds 6.4% Source: Morningstar “Unloved” Categories 2013: Large-growth funds Commodity funds Precious metals funds Kinnel’s “Unloved” Picks Primecap Odyssey Growth (POGRX) Harbor Commodity Real Return Strategy (HACMX) Oppenheimer Gold &
- [ROBERT ARNOTT: A BETTER MOUSETRAP?](https://wealthtrack.com/robert-arnott/) - Is there such a thing as a better mouse trap? This week’s Financial Thought Leader guest has created an alternative to traditional index funds. Instead of being based on market capitalization or stock price, his Fundamental Index® approach measures fundamentals such as sales, profits, and dividends to determine the weight securities have in his indexes. Research Affiliates Chairman and CEO Robert Arnott explains why fundamentals can make a big difference. WATCH NOW…
- [Surviving the World's Financial Crisis](https://wealthtrack.com/surviving-worlds-financial-crisis/) - Central banks around the world are responding aggressively with rate cuts and intervention. What can individuals do to protect themselves and position their portfolios for future profits? Two veteran value investors - legendary portfolio manager Marty Whitman, founder of the Third Avenue Funds and Hersh Cohen, chief investment officer of Clearbridge Advisors will guide us. Plus long-time friend and colleague of Fed Chairman Ben Bernanke, NYU Economics Professor Mark Gertler, will explain the immediate and long term impact of the global financial rescue efforts. WATCH NOW…
- [ROBERT SHILLER](https://wealthtrack.com/robert-shiller-4/) - Financial Thought Leader and Yale economist Robert Shiller. He predicted the bursting of the tech and housing bubbles. What does this visionary behavioral economist, author and market innovator see in our future now? Consuelo will find out. WATCH NOW…
- [CONSIDER OWNING MUNICIPAL BOND FUNDS](https://wealthtrack.com/consider-owning-municipal-bond-funds/) - Consider Owning Municipal Bond Funds Historically low default rates Tax free interest Competitive yields Offer portfolio diversification A “non-correlated” asset Among Morningstar’s Recommendations: Fidelity Intermediate Municipal Income Fund (FLTMX)
- [INVEST IN GROWING DIVIDEND STREAMS](https://wealthtrack.com/invest-growing-dividend-streams/) - INVEST IN GROWING DIVIDEND STREAMS Dreifus recommends: SPDR S&P Dividend ETF (SDY) - Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more SDY data by YCharts Vanguard Dividend Appreciation Index ETF (VIG) - Chooses U.S. firms that have raised dividends 10 consecutive years or more VIG data by YCharts
- [JAMES GRANT & RICHARD SYLLA: THE GREAT FED DEBATE!](https://wealthtrack.com/james-grant-richard-sylla-great-fed-debate/) - Is the 100th anniversary of the creation of the Federal Reserve a cause for celebration or condemnation? Has the Fed, as Ben Bernanke said, "come full circle back to the original goal of preventing financial panics? Two financial historians, James Grant and Richard Sylla, debate the benefits and dangers of the Fed and explore its history with us. WATCH NOW…
- [CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-some-international-real-estate-to-your-portfolio/) - CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO - Offers value, appreciation, and diversification opportunities - Best In Class Global Real Estate Funds - Value-oriented: Third Avenue Real Estate Value Fund (TVRVX) - Growth- oriented: Baron Real Estate Fund (BREFX)
- [WOMEN, INVESTING AND RETIREMENT, PART ONE](https://wealthtrack.com/women-investing-and-retirement/) - American women control $8 trillion in assets, yet the traditional wealth management approach doesn't necessarily work for women's needs. In the first of our two part series on Women, Investing and Retirement, Consuelo speaks with Morgan Stanley's award-winning financial advisor, Ami Forte, and GenSpring's Senior Strategist, Jewelle Bickford on how women can start taking ownership of their financial power. WATCH NOW…
- [THINK GLOBALLY IN YOUR BOND PORTFOLIO](https://wealthtrack.com/think-globally-in-your-bond-portfolio/) - AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS Templeton Global Bond Fund (TPINX) Loomis Sayles Global Bond Fund (LSGLX)
- [PERSPECTIVES FROM A “NEXT GENERATION” FINANCIAL THOUGHT LEADER](https://wealthtrack.com/perspectives-from-a-next-generation-financial-thought-leader-2/) - Is the Federal Reserve’s exit from the bond markets imminent? With bond prices falling and stock prices climbing is the great rotation out of bonds into stocks about to begin? What difference does asset allocation make in highly correlated markets? Those are some of the questions Consuelo will ask Barbara Reinhard, Chief Investment Strategist for Credit Suisse Private Banking Americas, in this web-exclusive.
- [Harold Evensky: Afraid of Outliving Your Retirement Savings?](https://wealthtrack.com/harold-evensky/) - We talk about a strategy to make your retirement portfolio last with one of the most respected financial planners in the country. We have a rare interview with Harold Evensky, President of the fee-only financial advisory firm, Evensky & Katz. Evensky has been recognized as a top financial advisor by numerous publications, held leadership positions on many professional financial industry boards, writes financial columns and papers and is the author of several books including Wealth Management.
- [Ken Heebner: Bullish on Banking](https://wealthtrack.com/ken-heebner/) - Legendary portfolio manager Ken Heebner is known for his big bets and rapid trading at the CGM funds . This week he describes his contrarian views on the U.S. economy and stocks, particularly housing and banking, and why he thinks bonds are so dangerous. WATCH NOW…
- [MARY BETH FRANKLIN: INCREASING YOUR SOCIAL SECURITY BENEFITS](https://wealthtrack.com/mary-beth-franklin-r/) - They say that timing is everything and there is one area of retirement planning where getting it right can make a huge difference in your retirement income and security. This week we are devoting our entire program to helping you maximize your and your loved ones’ social security benefits with the help of one of the acknowledged experts in the field, personal finance journalist, Mary Beth Franklin. More on her in a moment. WATCH NOW…
- [John Bogle](https://wealthtrack.com/john-bogle-2/) - Investment Legend, John Bogle Shares the Investment Lessons of a Lifetime. An interview with one of the investment greats! John C. Bogle, Vanguard founder, index fund creator, and tireless advocate for the little guy discusses how investors can succeed despite Wall Street’s problems. WEALTHTRACK Episode #921; Originally Broadcast on November 16, 2012 Listen to the
- [Mark Yockey: A Great Investor with a Contrarian Streak](https://wealthtrack.com/mark-yockey/) - Morningstar International Stock Fund Manager of the Year winner, Artisan International Fund’s Mark Yockey, discusses his contrarian picks and how he is finding sustainable growth in Japanese tobacco and automobile companies, Chinese internet and insurance firms, and global beer companies. WATCH NOW…
- [Perks & de Lardemelle: Income vs. Protection With Two Leading Fund Managers](https://wealthtrack.com/perks-de-lardemelle/) - Franklin Income Fund has delivered monthly payments to shareholders since 1948! Portfolio manager Edward Perks explains how he is carrying on the tradition. Plus IVA Worldwide Fund’s Charles de Lardemelle explains where he is finding value and protection around the world. WATCH NOW…
- [Bill Miller: Where is he investing now?](https://wealthtrack.com/bill-miller/) - A TV exclusive with legendary value investor Bill Miller. The only mutual fund manager to beat the S&P 500 for 15 years in a row, Miller's Legg Mason Capital Management Opportunity Fund was the number one mutual fund last year. Where is he investing now? Find out!
- [SARGEN & KIM: THE BUILDING BLOCKS FOR FINANCIAL SECURITY](https://wealthtrack.com/nick-sargen-john-kim/) - Two Chief Financial Officers of two top-rated insurance companies, New York Life's John Kim and Western & Southern's Nick Sargen share their portfolio strategies. WATCH NOW…
- [Andrew Lo: How Do You Cope With Increasingly Complex Markets?](https://wealthtrack.com/andrew-lo-2/) - The sea change in the markets. Financial Thought Leader, Andrew Lo, renowned professor of finance at MIT and hedge fund manager says the markets are more complex and challenging than ever before. He shares strategies to survive and prosper. WATCH NOW…
- [Ed Hyman & Dennis Stattman - Part Two: Investment Game Changers in 2013](https://wealthtrack.com/ed-hyman-dennis-stattman-part-two/) - Part 2 of our exclusive interview with Wall Street’s top-ranked economist for a record 33 years, ISI Group’s Ed Hyman. He is joined by Great Investor Dennis Stattman, long-time portfolio manager of BlackRock’s Global Allocation Fund.
- [Ed Hyman & Dennis Stattman - Part One: Experts Say…](https://wealthtrack.com/ed-hyman-dennis-stattman/) - WEALTHTRACK’s annual exclusive with Financial Thought Leader, Ed Hyman, Wall Street’s number one ranked economist and BlackRock's star Global Allocation Fund manager, Great Investor Dennis Stattman. They will assess the U.S. economy, markets and investment opportunities for 2013.
- [David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds](https://wealthtrack.com/david-rolley-rupal-bhansali/) - Two global investors, both with excellent track records- one in stocks, the other in bonds- are our WEALTHTRACK guests this week. Rupal Bhansali is a star global stock manager who is now the Chief Investment Officer of International Equities at Ariel Investments. David Rolley is co-head of the Global Fixed Income Group at Loomis Sayles and co-portfolio manager of the firm’s flagship Loomis Sayles Global Bond Fund. They discuss the balancing act between stocks and bonds in their global markets outlook. WATCH NOW…
- [LUND & BAUER: PHILANTHROPY AS AN INVESTMENT](https://wealthtrack.com/jack-lund-doug-bauer-2/) - Our New Year’s special is all about giving and how philanthropy in America is changing. Many fear that the new fiscal cliff deal that Congress just passed (in the nick of time) might hurt charitable contributions in the future. Our guests this week have a mixed reaction to that notion. Doug Bauer is the Executive Director of the Clark Foundation, a fifth generation family foundation and one of the largest foundations in the country in terms of assets and grants. Jack Lund is the President and CEO of the Y.M.C.A. of Greater New York, the largest Y.M.C.A. in the U.S. and the largest youth serving organization in New York area. These two Financial Thought Leaders in philanthropy explain how charitable giving has changed and share their advice about becoming more effective givers WATCH NOW…
- [Matt McLennan: The Collision of Macroeconomic Tectonic Plates](https://wealthtrack.com/matt-mclennan-913/) - Have the financial markets become more stable? Is a sense of equilibrium returning to the global financial system? Several widely followed measures would seem to indicate yes. [expand title="Read More" trigpos="below" swaptitle="Hide Text"] First of all, the stock markets have been on a roll. Year to date, the S&P 500 is up by double digits.
- [David Darst: Should You Trust the U.S. Financial Markets?](https://wealthtrack.com/david-darst-912/) - Financial Thought Leader, David Darst, Chief Investment Strategist at Morgan Stanley, where he criss-crosses the globe advising clients. He is also an acknowledged expert in asset allocation and a prolific author. Among his most recent books is a best seller, The Little Book That Saves Your Assets, which I highly recommend. I began the interview by asking David, given recent events, why should investors trust the financial markets. WATCH NOW…
- [SARGEN & LIPSKY: THE DECLINE OF U.S. FINANCIAL DOMINANCE](https://wealthtrack.com/nick-sargen-john-lipsky/) - It has been four years since the start of the worst financial crisis in the post war era. It feels like a lifetime to me. Lehman Brothers filed for bankruptcy in September 2008, tipping the world into a systemic financial meltdown which we have been recovering from ever since. It’s helpful to step back every once and while and see how far we have come since the market lows of March 2009, when the S&P closed under 700. It has more than doubled since then, but oh what a ride it has been! WATCH NOW…
- [Niall Ferguson (R)](https://wealthtrack.com/niall-ferguson-r/) - The Decline of U.S. Financial Dominance We believe in having a long term perspective on WEALTHTRACK and helping our viewers and ourselves build financial security to last a lifetime. But sometimes it is necessary to step back even further and think beyond a lifetime, in terms of centuries, to really grasp the era we are
- [AMODEO & BENZ: MINIMIZING YOUR TAX PAIN](https://wealthtrack.com/robert-amodeo-christine-benz/) - Regardless of what happens with the “fiscal cliff”, the economy, markets or the deficit, you name it, you are looking at climbing tax rate over the next few years. Our guests this week are two pros who can help you plan ahead with a tax-efficiency plan. Christine Benz is Director of Personal Finance and Senior Columnist for Morningstar.com, where she gives sound advice on just about everything having to do with managing your finances. Our other guest is Robert Amodeo, Head of Municipals at Western Asset Management, who was named Municipal Manager of the Year by Institutional Investor Magazine in 2011. The taxman cometh, so you’d better be ready. WATCH NOW…
- [CONSIDER PUTTING SOME MONEY INTO HIGH QUALITY COMPANIES WITH A HISTORY OF PAYING AND INCREASING DIVIDENDS](https://wealthtrack.com/action-point-perks-de-lardemelle/) - A Morningstar favorite with quality dividends: Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts Watch this Episode
- [BOB DOLL: BULLISH ON STOCKS](https://wealthtrack.com/bob-doll/) - Bob Doll is a widely followed strategist and portfolio manager, an unusual combination at major Wall Street firms, who has excelled in both disciplines. We began the interview by asking Bob to step way back from the noise of the day and share his longer term views of where we are and where we are heading. My first question was why, after the worst decade since the 1930’s, he is predicting that stock returns in this decade will be in the high single digits. WATCH NOW…
- [David Rosenberg: Financial Thought Leader](https://wealthtrack.com/david-rosenberg/) - This week, we are sitting down for an in-depth interview with one of the handful of prognosticators who has gotten it right going into and through the rolling global financial crisis we are experiencing to this day. He is Financial Thought Leader David Rosenberg, chief economist and strategist at Toronto-based wealth management firm Gluskin Sheff.
- [Michael Mauboussin: Investment Success Which Matters Most? Luck or Skill](https://wealthtrack.com/michael-mauboussin-3/) - Luck versus skill in investing! How much does each matter to investment success? Our guest this week, Financial Thought Leader Michael Mauboussin has written a new book on the topic. Titled The Success Equation: Untangling Skill and Luck In Business, Sports and Investing, its conclusions might surprise you. Michael Mouboussin is the Chief Investment Strategist
- [CONTACT: SOCIAL SECURITY SOLUTIONS](https://wealthtrack.com/mary-beth-franklin-action-point/) - Visit SocialSecuritySolutions.com or call 866.762.PLAN. Use commercial code "MBF" to receive 10% off your personalized report Watch this Episode
- [CONSIDER HIGH QUALITY EUROPEAN STOCKS](https://wealthtrack.com/nick-sargen-john-lipsky-action-point/) - Morningstar recommends: Mutual European Z (MEURX) Find the latest stats here. Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record Watch this Episode
- [CONSIDER OWNING SOME SCARCE RESOURCES IN YOUR PORTFOLIO](https://wealthtrack.com/matt-mclennan-action-point/) - SPDR Gold Shares (GLD) GLD data by YCharts Global Timber & Forestry Index (WOOD) WOOD data by YCharts Watch this Episode
- [START APPLYING YOUR VALUES TO YOUR INVESTMENTS](https://wealthtrack.com/mary-jane-mcquillen-bill-paul-action-point/) - Start by reading company sustainability reports Check out socially responsible indexes: FTSE KLD 400 Social Index [info] MSCI USA ESG Select Index [info] Dow Jones Sustainability United States Index Dow Jones Sustainability North America Index [info] Watch this Episode
- [CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND](https://wealthtrack.com/james-grant-action-point/) - Morningstar recommends: Vanguard REIT Index ETF (VNQ) VNQ data by YCharts Morningstar also recommends holding REITs in a tax deferred account, such as a 401k, because their dividends are taxed as regular income. Watch This Episode
- [CONSIDER INVESTING IN “COMPOUNDERS”](https://wealthtrack.com/steven-romick-action-point/) - “COMPOUNDERS” Dominant global businesses Skilled at reinvesting capital Margin of safety Some “compounders” in the FPA Crescent Fund: AON (AON), WPP (WPPGY), Unilever (UNLYF) AON data by YCharts Watch this episode here.
- [CONSIDER A DIVERSIFIED APPROACH TO INVESTING IN EMERGING MARKETS](https://wealthtrack.com/david-nadel-andrew-foster-action-point/) - Morningstar recommends: For a more passive approach- Vanguard Emerging Markets ETF (VWO) VWO data by YCharts For a more active approach- American Funds New World Fund (NEWFX) Watch this episode here.
- [Andy Laperriere & Jeff Applegate: Could The Election Be Any Closer?](https://wealthtrack.com/laperriere-applegate/) - With only a handful of days to go before the election, what’s at stake for investors? How big a deal would a second term for President Obama or a first term for President Romney be for the economy and the markets? Top rated Washington analyst, Andy Laperriere and Morgan Stanley’s global Chief Investment Officer, Jeffrey
- [NADEL & FOSTER: INVESTORS GO OVERSEAS FOR VALUE](https://wealthtrack.com/wealthtrack-investors-go-overseas-for-value/) - “Price matters!” Pay too much for the stock of even the greatest company and you can lose money. That’s what Great Investor Bruce Berkowitz, portfolio manager of The Fairholme Fund told WEALTHTRACK recently. This week’s guests couldn’t agree more. They are searching far and wide for the best bargains. They are finding them, not in the U.S. but overseas. Andrew Foster is the Founder and Chief Investment Officer of Seafarer Capital Partners which focuses on companies in emerging markets. David Nadel is the Director of International Research for Royce & Associates where he concentrates on smaller companies. WATCH NOW…
- [BRUCE BERKOWITZ: IGNORE THE CROWD](https://wealthtrack.com/bruce-berkowitz/) - “Ignore the crowd” is the motto of this week’s Great Investor guest and Fairholme Fund’s Bruce Berkowitz. Berkowitz, who rarely sits for television interviews, said on WEALTHTRACK that he had his work cut out for himself, defending Fairholme Fund’s losing record last year. WATCH NOW…
- [Steven Romick: Great Investor, Steven Romick, comments on the '87 Market Crash](https://wealthtrack.com/steven-romick/) - A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies. WATCH NOW…
- [LATE CYCLE GROWTH OPPORTUNITIES? GAMCO GROWTH FUND’S MARKET BEATING HOWARD WARD LOOKS TO THE FAANGS](https://wealthtrack.com/late-cycle-growth-opportunities-gamco-growth-funds-market-beating-howard-ward-looks-to-the-faangs/) - The FAANGS will continue to flourish, even in a late cycle market says market-beating portfolio manager Howard Ward who owns them in his GAMCO Growth Fund. WATCH NOW…
- [EMBRACING BONDS](https://wealthtrack.com/embracing-bonds/) - Warren Pierson, Co-Chief Investment Officer of Baird Advisors and portfolio manager of the top-rated Baird Aggregate Bond Fund, explains the newfound popularity of bonds.
- [SHILLER – BYRNE – ELLIS](https://wealthtrack.com/shiller-byrne-ellis/) - Yale Professor Robert Shiller, the man who predicted both the tech and housing bubbles will return to WealthTrack. We’ll ask him what to expect next. He’ll be joined by legendary investment strategy consultant Charles Ellis who will talk about protecting your portfolio from market risk, plus dynamic fund manager Susan Byrne. WATCH NOW…
- [SHILLER – ANTONELLI – ZWEIG](https://wealthtrack.com/shiller-antonelli-zweig/) - The steep decline in U.S. home prices and sales is at the heart of the financial crisis. When will the housing markets stabilize? We’ll ask Yale Professor of Economics Robert Shiller, the man who predicted the bursting of the housing bubble and co-created the widely followed Case-Shiller Home Price Index. Plus, we’ll take the pulse of opportunities in foreign markets with global portfolio manager David Antonelli of MFS International, and discuss what to do and not to do during this market stress with The Wall Street Journal’s “The Intelligent Investor” columnist Jason Zweig. WATCH NOW…
- [Two Veteran Value Investors - Susan Byrne & Rob Arnott](https://wealthtrack.com/two-veteran-value-investors-susan-byrne-rob-arnott/) - Two veteran value investors tell us where they see the investment clouds clearing. Value investor Susan Byrne is finding companies with sound balance sheets and good cash flow that should withstand difficult times. Long-time bear Rob Arnott finally sees good values in the fixed-income markets. Find out where they see the profit opportunities. WATCH NOW…
- [ROBERT SHILLER](https://wealthtrack.com/robert-shiller-3/) - Renowned Yale economist and “Financial Thought Leader” Robert Shiller tells Consuelo why he believes home prices could suffer a double dip, and stock prices are not cheap. WATCH NOW…
- [Don Yacktman - June 18, 2010](https://wealthtrack.com/don-yacktman-june-18-2010/) - Don Yacktman explains how his penny pinching ways have translated into exceptional long-term returns for investors in his five star Yacktman Funds. WATCH NOW…
- [CORTAZZO AND FRANKLIN PART 1 - November 5, 2010](https://wealthtrack.com/cortazzo-and-franklin-part-1-november-5-2010/) - The first of a two part series on “The New Retirement Reality.” Kiplinger’s retirement guru, Mary Beth Franklin and award winning financial planner, Mark Cortazzo bring us up-to-date on what to expect and how to plan for the new retirement climate. WATCH NOW…
- [CORTAZZO AND GARRETT- December 23, 2011](https://wealthtrack.com/cortazzo-and-garrett-december-23-2011/) - Two blue chip financial advisors offering wealth building advice for blue collar budgets. Sheryl Garrett of the Garrett Planning Network and Mark Cortazzo of MACRO Consulting Group discuss affordable financial services for the rest of us. WATCH NOW…
- [Don Yacktman - January 27, 2012](https://wealthtrack.com/don-yacktman-january-27-2012/) - Great Investor Don Yacktman, founder and co-manager of the Yacktman Fund tells us how he continues to beat the overall stock market landing in the top one percent of all large cap mutual funds over the past one, three, five and ten year periods. Such outstanding performance was recently recognized by Morningstar, the mutual fund rating firm, that nominated Yacktman for Domestic Manager of 2011. WATCH NOW…
- [Investing in a Speculative Market: Thoughts From “The Intelligent Investor”](https://wealthtrack.com/investing-in-a-speculative-market-thoughts-from-the-intelligent-investor/) - For financial historians and serious market observers, the current era has all the signs of a developing market bubble.Money is abundant, a wide range of financial assets have risen to record or near-record levels, and enormous amounts of money are flowing into stocks. Private equity funds are flourishing and bonds continue to attract huge sums.
- [The Bull Market: A Bubble of “Epic Proportions”](https://wealthtrack.com/the-bull-market-a-bubble-of-epic-proportions/) - We are celebrating the launch of WEALTHTRACK’s18th season on public television this week! We feel so fortunate to serve you. When WEALTHTRACK launched in July of 2005 our mission was to help our audience and ourselves build financial security to last a lifetime through disciplined, long-term, diversified investing. We vowed to seek out the best
- [ESG Investing: “The Race of Our Lives”](https://wealthtrack.com/esg-investing-the-race-of-our-lives/) - Part 2 of 2When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of your ability”, and to “say what you think you should say to everybody”. He is following through on both commitments. He is saying what he thinks he should
- [ARE WE IN A NEW TREASURY BOND BULL MARKET?](https://wealthtrack.com/are-we-in-a-new-treasury-bond-bull-market/) - Are we in a new Treasury bond bull market? READ NOW…
- [MULTIPLE ASSET BUBBLES - 50 YEARS OFF THE GOLD STANDARD](https://wealthtrack.com/multiple-asset-bubbles-50-years-off-the-gold-standard/) - 50 years ago, on August 15, 1971, President Richard Nixon shocked the financial world by ending the convertibility of the dollar to gold, upending the monetary and currency exchange system that had been in place since 1944. This week Nick Sargen, author of Global Shocks, joins us. LISTEN NOW…
- [Improve Investment Results: Quality Shareholders](https://wealthtrack.com/improve-investment-results-quality-shareholders/) - In this era of indexing the investors who research and buy individual companies are becoming a rarity - some would say a throwback - to another era.The most obvious example is Warren Buffett, the nonagenarian Chairman of Berkshire Hathaway who is widely considered to be one of the greatest, if not the greatest American investor
- [Buying Cheap Assets: Finding Them Now](https://wealthtrack.com/buying-cheap-assets-finding-them-now/) - Large-cap U.S growth stocks, particularly tech stocks have been the overwhelming winners of the last decade. They now dominate the market. The top ten S&P 500 stocks, including the FAANGs, account for more than 25% of the index’s total market value, a concentration that worries some market watchers because it is reminiscent of other market
- [VIDEO PODCAST FEED UPDATE](https://wealthtrack.com/video-podcast-feed-update/) - This feed has changed. For more details please visit https://wealthtrack.com
- [FROM EDUCATION TO JOB CHOICES, HOW 3 WOMEN HAVE BECOME SUCCESSFUL PORTFOLIO MANAGERS](https://wealthtrack.com/from-education-to-job-choices-how-3-women-have-become-successful-portfolio-managers/) - Part 1 of 2 Only 11% of U.S. portfolio managers are women. Three of them describe how they are “tearing down the pink wall” starting with their educational and job choices. WATCH NOW…
- [HOW TO MAKE IT ON WALL STREET: ADVICE FROM THREE SUCCESSFUL WOMEN PORTFOLIO MANAGERS](https://wealthtrack.com/how-to-make-it-on-wall-street-advice-from-three-successful-women-portfolio-managers/) - Part 2 of 2 Three successful women portfolio managers discuss what it takes to succeed in money management, including their best and worst decisions and crucial career advice. WATCH NOW…
- [BITCOIN BECAME 50% OF BILL MILLER’S NET WORTH LARGELY THROUGH GAINS FROM EARLY PURCHASES. NOW WHAT?](https://wealthtrack.com/bitcoin-became-50-of-bill-millers-net-worth-largely-through-gains-from-early-purchases-now-what/) - A few weeks ago a WEALTHTRACK interview with legendary value investor Bill Miller garnered a tremendous amount of interest because he talked about his outsized position in bitcoin in his personal portfolio. Now that bitcoin has dropped more than 20% year to date, what’s he been doing? READ NOW…
- [UKRAINIAN INVASION IMPACT](https://wealthtrack.com/ukrainian-invasion-impact/) - Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge Investment strategist Jeff Schulze says what really matters to the markets in the direction of the economy and Federal Reserve policy. LISTEN NOW…
- [THREE INVESTMENT PROS DISCUSS THE INVESTMENT OPPORTUNITIES EMERGING FROM THE MARKETS’ VOLATILITY](https://wealthtrack.com/three-investment-pros-discuss-the-investment-opportunities-emerging-from-the-markets-volatility/) - Part 1 of 2 The investment opportunities surfacing in the volatile stock, bond, and real estate markets. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Choi, and Canyon Partner’s Robin Potts share their perspectives.
- [WOMEN MAKING IT ON WALL STREET](https://wealthtrack.com/women-making-it-on-wall-street/) - Part 2 of 2 Candid career advice from three super successful women portfolio managers. Causeway Capital’s Sarah Ketterer, Capital Group’s Karen Choi, and Canyon Partner’s Robin Potts share their victories, setbacks and strategies as they tear down the pink wall.
- [INFLUENTIAL ECONOMIST AND FED WATCHER PAUL MCCULLEY ON FED POLICY, RECESSION PROSPECTS AND THE MARKETS](https://wealthtrack.com/influential-economist-and-fed-watcher-paul-mcculley-on-fed-policy-recession-prospects-and-the-markets/) - A special WEALTHTRACK podcast with influential economist and Fed watcher turned professor, Paul McCulley. He shares his thoughts on where we are in the Fed’s tightening cycle, economy, and markets. LISTEN NOW…
- [KESSLER: MORE MARKET WARNINGS](https://wealthtrack.com/kessler-more-market-warnings/) - Veteran portfolio manager Robert Kessler elaborates on mounting evidence of recession & financial crisis. WATCH NOW…
- [CHINA’S ECONOMIC SLOWDOWN & POLITICAL CRACKDOWNS HAVE ENORMOUS IMPLICATIONS FOR THE WORLD ECONOMY](https://wealthtrack.com/chinas-economic-slowdown-political-crackdowns-have-enormous-implications-for-the-world-economy/) - ISI Group, co-founded by Ed Hyman, recognized early on that China would play a significant role in the global economy. As China liberalized its economy and welcomed foreign investment, it became the world's second largest economy. However, under President Xi Jinping, some of these policies have been scaled back, leading to a change in Hyman's view of China. WATCH NOW…
- [WHAT’S THE MAGIC OF TARGETING 2 PERCENT INFLATION? RICHARD CLARIDA RESPONDS TO POWERFUL CRITICS](https://wealthtrack.com/whats-the-magic-of-targeting-2-percent-inflation-richard-clarida-responds-to-powerful-critics/) - In this EXTRA exclusive, Former Fed Vice Chair Richard Clarida defends the 2% solution.
- [ CLEMENTS: TOUGHEST RETIREMENT CHALLENGE](https://wealthtrack.com/clements-toughest-retirement-challenge/) - Award-winning personal finance columnist Jonathan Clements discusses the number one topic among his HumbleDollar newsletter readers and a strategy to ease the burden.
- [FIRST EAGLE’S BILL HENCH FINDS HIDDEN GEMS AMONG SMALL-CAP STOCKS WITH SHORT-TERM PROBLEMS](https://wealthtrack.com/first-eagles-bill-hench-finds-hidden-gems-among-small-cap-stocks-with-short-term-problems/) - First Eagle’s small-cap portfolio manager, Bill Hench, has a long track record of beating the market and the competition by discovering hidden gems among small-cap stocks with short-term problems.
- [VETERAN INTERNATIONAL ECONOMIST NICK SARGEN EXPLAINS WHY CHINA’S ECONOMY IS UNRAVELING](https://wealthtrack.com/multiple-asset-bubbles-50-years-off-the-gold-standard-2/) - The political, demographic and policy headwinds causing China’s economy to slow and possibly unravel with serious repercussions for the world’s economies and markets.
- [Zak Test 01](https://wealthtrack.com/zak-test-01/)
- [THE HIGHEST YIELDS IN NEARLY 20 YEARS MAKE A COMPELLING CASE FOR MUNICIPAL BONDS](https://wealthtrack.com/the-highest-yields-in-nearly-20-years-make-a-compelling-case-for-municipal-bonds/) - Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, present a compelling case for muni bonds.
- [SAFE HAVEN INVESTING WITH FPA NEW INCOME FUND’S  TOM ATTEBERRY](https://wealthtrack.com/safe-haven-investing-with-fpa-new-income-funds-tom-atteberry/) - Tom Atteberry is a Portfolio Manager of the flagship FPA New Income fund. Atteberry brings us up to speed on conditions in the bond market, and how they have changed since Covid-19. WATCH NOW…
- [SEEK SAFETY AND INCOME AT A REASONABLE PRICE = S.I.R.P.](https://wealthtrack.com/david-rosenberg-action-point/) - Rosenberg recommends for "reliable dividend growth and dividend yield" Canadian and U.S. Preferred shares Energy infrastructure Utilities Watch this Episode
- [MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS](https://wealthtrack.com/action-point-bob-doll/) - Consider expenses to cover & consider time frame needed Near term liabilities = stable, less risky investments Long term obligations= allocation to more risky investments providing growth over longer time frame Watch this Episode
- [FRANCOIS TRAHAN RECOMMENDED READING:](https://wealthtrack.com/francois-trahan-action-point/) - Watch this Episode
- [ROBERT KESSLER RECOMMENDED READING:](https://wealthtrack.com/robert-kessler-action-point/) - Watch this Episode
- [MINIMIZE INVESTMENT FEES](https://wealthtrack.com/charles-ellis-mark-cortazzo-action-point/) - Seek passive management Look at ETFs and index funds Watch this Episode
- [BALANCE YOUR ASSET MIX ACCORDING TO YOUR AGE](https://wealthtrack.com/david-darst-action-point/) - Follow the advice of PIMCO’s Bill Gross: “Own more stocks if you are young, but more bonds if you are in your 60’s or older.” Watch this Episode
- [THINK LIKE A CONTRARIAN AND SELECTIVELY INVEST AGAINST THE CROWD](https://wealthtrack.com/david-winters-action-point/) - Wintergreen Fund (WGRNX) First Eagle Global Fund (SGENX) Watch this Episode
- [AVOID THE UNDERPERFORMANCE TRAP!](https://wealthtrack.com/bruce-berkowitz-action-point/) - Choose funds based on management, culture, long-term track records, and match their risk profile with your tolerance level…AND STICK WITH THEM! Watch this episode here.
- [VOTE!](https://wealthtrack.com/andy-laperriere-jeff-applegate-action-point/) - Watch this episode here.
- [REASONS TO BUY OR SELL STOCKS](https://wealthtrack.com/tom-gallagher-action-point/) - Personal financial objectives Tolerance for risk Investment time horizon Level of stock prices Watch this episode here.
- [JOHN BOGLE: READ THIS!](https://wealthtrack.com/action-point-john-bogle/) - Read This:
- [CHECK OUT THE IMPACT COSTS ARE HAVING ON YOUR PORTFOLIO](https://wealthtrack.com/michael-mauboussin-action-point/) - Use Vanguard’s “The Truth About Costs” tool on their website - you can see the returns lost and the returns kept over different periods of time depending upon the expense ratio paid and the average annual return you are expecting. Watch this Episode
- [IDENTIFY SOME TAX AVOIDANCE STRATEGIES TO BOOST YOUR INVESTMENT RETURNS](https://wealthtrack.com/robert-amodeo-christine-benz-action-point/) - Tax avoidance strategies include: Re-visit municipal bonds Put higher tax investments in tax deferred accounts Emphasize tax efficient strategies including: index funds, ETFs, and individual stocks Watch This Episode
- [ON THE BOOKSHELF](https://wealthtrack.com/action-point-david-rolley-rupal-bhansali/) - “Everyone I know who has read it has been mesmerized. And as Mae West used to say, goodness had nothing to do with it!” “Another much mentioned favorite among investment pros is The Signal and the Noise by Nate Silver, a now famous political analyst who tackles the art of prediction and his thoughtful approach
- [RESOLVE TO BE A MORE EFFECTIVE GIVER THIS YEAR](https://wealthtrack.com/action-point-jack-lund-doug-bauer/) - Combine head and heart Get to know: organization leadership programs Ask for: Strategic plan Annual reports 990 IRS form Watch this Episode
- [STAY BROADLY DIVERSIFIED AMONG ALL MARKETS](https://wealthtrack.com/action-point-ed-hyman-dennis-stattman-part-one/) - “You are not truly diversified until you own something you are really uncomfortable with” - Peter Bernstein
- [SOMETIMES STAND AGAINST THE CROWD](https://wealthtrack.com/action-point-ed-hyman-dennis-stattman-part-two/) - Take a cue from our guests’ One Investments this week: Japanese companies and the Chinese stock market. You decide which unloved area of the vast global financial markets appeals to you… and maybe stick a toe in.
- [ASSESS YOUR RISK TOLERANCE WITH A FINANCIAL ADVISOR](https://wealthtrack.com/action-point-andrew-lo/) - Determine the rate of return needed to reach your life’s goals Ask yourself how much you can afford to lose over the course of any given year and reach those goals Understand your emotional tolerance for risk Watch this Episode
- [CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE](https://wealthtrack.com/action-point-nick-sargen-john-kim/) - Until recently waiting to buy a home paid off: Prices going down Mortgage rates were declining Exact opposite happening now: Home prices and mortgage rates are going up Watch this Episode
- [ASK YOURSELF IF YOU SHOULD BE INVESTED WITH AN ACTIVE MANAGER OR A PASSIVE INDEX FUND](https://wealthtrack.com/action-point-bill-miller/) - The Underperformance Gap: Most investors do substantially worse than the mutual funds they invest in Investors sell funds that underperform for 2-3 years Investors switch to funds with several years of outperformance Sell low/ buy high strategy is sure fire recipe for subpar results If you can’t tolerate sticking with a manager who isn’t doing
- [BEWARE THE CONSENSUS VIEW](https://wealthtrack.com/action-point-mark-yockey/) - With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up. Watch this Episode
- [CONSIDER INVESTING IN CHINA](https://wealthtrack.com/action-point-mark-headley/) - China’s economy and markets have reached such a level of size, power, diversity and complexity that it deserves to be treated as a distinct asset class, requiring different investment approaches, as investors have had for years in the U.S. market
- [MAKE SURE YOU OWN SOME STOCKS](https://wealthtrack.com/action-point-robert-shiller/) - As far as inflation beating returns, preserving your purchasing power, U.S. stocks beat U.S. government bonds hands down.
- [FAMILIARIZE YOURSELF WITH IMMEDIATE ANNUITIES](https://wealthtrack.com/action-point-harold-evensky/) - Payouts are still much higher than what you can get on long term U.S. treasuries. Mary Beth Franklin recommends pre-retirees check out deferred income annuities: you pay a lump sum to the insurance company and you determine the date future payments begin.
- [MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY](https://wealthtrack.com/action-point-ken-heebner/) - Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if
- [RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO](https://wealthtrack.com/recognize-the-value-of-cash-in-your-portfolio/) - RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO Cash: Protects portfolios from losses Provides buying power when assets get cheap again
- [CONSIDER OWNING HIGH QUALITY SMALL CAP STOCKS](https://wealthtrack.com/consider-owning-high-quality-small-cap-stocks/) - Own both U.S. and international small caps Many higher quality small cap stocks: Dominate business niche Conservatively run Pay dividends
- [WHAT IT TAKES](https://wealthtrack.com/what-it-takes/) - Read [amazon-product text="What it Takes" type="text"]1118517725[/amazon-product]. Know When You Are A Customer Or A Client As a “customer”, up to you to decide to buy a product or not As a “client”, a firm should put your interests first and act as a fiduciary
- [DON'T UNDERESTIMATE THE POWER OF DIVIDENDS](https://wealthtrack.com/dont-underestimate-the-power-of-dividends/) - DON'T UNDERESTIMATE THE POWER OF DIVIDENDS
- [CONSIDER SOME CONTRARIAN INVESTMENTS FOR YOUR PORTFOLIO](https://wealthtrack.com/consider-some-contrarian-investments-for-your-portfolio/) - WHAT’S REALLY OUT OF FAVOR? Gold: a substitute for cash, universally recognized store of value U.S. Treasury Securities: shorter term treasuries offer haven against market storms. They are liquid and guarantee of principle.
- [SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:](https://wealthtrack.com/see-if-your-funds-meet-the-top-criteria-for-outperformance/) - See If Your Funds Meet The Top Criteria For Outperformance: Low Costs And Top Talent
- [THINK LIKE A WOMAN!](https://wealthtrack.com/think-like-a-woman/) - THINK LIKE A WOMAN! Schedule a visit with your financial advisor Discuss how portfolio reflects your long-term lifestyle needs and personal values
- [THE BIG RETIREMENT RISK: RUNNING OUT OF MONEY BEFORE YOU RUN OUT OF TIME](https://wealthtrack.com/the-big-retirement-risk-running-out-of-money-before-you-run-out-of-time/) - READ ERIN BOTSFORD’S BOOK “The Big Retirement Risk: Running Out of Money Before You Run Out of Time” IDENTIFY AND MAXIMIZE SOURCES OF INCOME FOR LIFE - Start with maximizing social security www.socialsecuritysolutions.com
- [STAY THE COURSE AND IF YOU MUST MAKE PORTFOLIO CHANGES TAKE INCREMENTAL STEPS…](https://wealthtrack.com/stay-the-course-and-if-you-must-make-portfolio-changes-take-incremental-steps/) - Stay the course and if you must make portfolio changes take incremental steps… the markets might be choppy, others might be panicking, fleeing bonds for instance or piling into stocks, whatever they are doing en masse, don’t follow. Pros like Dan Fuss and Rich Bernstein have learned over time that going against the herd and
- [LOOK FOR THE POSITIVE TRENDS](https://wealthtrack.com/look-for-the-positive-trends/) - • Great Investors search for what is working now and will work in the future • Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets
- [CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY](https://wealthtrack.com/calculate-how-much-money-you-need-to-retire-comfortably/) - CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY Review assumptions using new approaches Maximize your social security benefits Consider impact of insurance products: immediate annuities longevity insurance long term care insurance RETIREMENT CALCULATORS T. Rowe Price Fidelity
- [TWO RECOMMENDATIONS FOR END OF SUMMER READING](https://wealthtrack.com/two-recommendations-for-end-of-summer-reading/) - David Darst recommends: [amazon-product alink="0000FF" bordercolor="000000" height="240" tracking_id="wealt-20"]1607965704[/amazon-product] Peter Langerman recommends: [amazon-product alink="0000FF" bordercolor="000000" height="240" tracking_id="wealt-20"]0773538631[/amazon-product]
- [DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!](https://wealthtrack.com/dont-abandon-your-entire-portfolio-of-u-s-treasuries-or-bonds/) - Review your bond positions – make sure they meet your income and diversification goals Bonds provide: - Diversification - Income - Stability over time U.S. Treasuries provide: - Liquidity - Guaranteed income - Guaranteed return of principal at maturity - A non-correlated asset
- [DON’T BE AFRAID TO INVEST IN YOURSELF](https://wealthtrack.com/dont-be-afraid-to-invest-in-yourself/) - You are the best investment you can make!
- [AVOID INVESTMENT LOSSES](https://wealthtrack.com/avoid-investment-losses/) - AVOID INVESTMENT LOSSES Avoid Investment Losses Rules: - Buy quality companies selling at deep discounts - Invest with shareholder friendly managers - Keep some insurance in the form of cash and gold for portfolio protection
- [CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME](https://wealthtrack.com/consider-rosenbergs-hirp-investment-theme-hirp-hedge-inflation-risk-protection/) - CONSIDER ROSENBERG’S “HIRP” INVESTMENT THEME “HIRP” = HEDGE INFLATION, RISK PROTECTION Consider making small portfolio adjustments Rosenberg suggests inflation hedge such as TIPS- Treasury Inflation Protected Securities
- [CONSIDER QUANTS](https://wealthtrack.com/consider-quants/) - CONSIDER QUANTS Consider adding mutual funds run by reputable and leading edge quantitative research and strategy firms. Two masters of the art: - Cliff Asness of AQR Capital Management - Andrew Lo of MIT and AlphaSimplex Group
- [THINK SAFE AND CHEAP](https://wealthtrack.com/think-safe-cheap/) - Whitman’s Basic Investment Rules: Buy Safe and Cheap Safe = Financially Strong Company Cheap = Buy at 30%+ discount to net asset value
- [PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT](https://wealthtrack.com/put-investments-autopilot/) - PUT SOME OF YOUR INVESTMENTS ON AUTOPILOT THE TARGET-DATE FUND APPROACH: > Rebalance between stocks and bonds > Buy when prices drop > Sell when prices rise Takes the emotion out of investing
- [START TAKING SOME MONEY OFF THE MARKET TABLE](https://wealthtrack.com/start-taking-money-market-table/) - START TAKING SOME MONEY OFF THE MARKET TABLE Several WEALTHTRACK Great Investors, like Don Yacktman and Steven Romick, are holding cash. - They see few undervalued investments - They own very high quality securities
- [START TAKING SOME MONEY OFF THE MARKET TABLE](https://wealthtrack.com/8491/) - START TAKING SOME MONEY OFF THE MARKET TABLE Several WealthTrack Great Investors, like Don Yacktman and Steven Romick, are holding cash. - They see few undervalued investments - They own very high quality securities
- [GRANT & SYLLA: PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING](https://wealthtrack.com/grant-sylla-pay-attention-federal-reserve-saying/) - PAY ATTENTION TO WHAT FEDERAL RESERVE IS SAYING - Fed is more forthcoming and transparent - Fed is world’s most powerful financial institution - Fed influences economy and moves markets
- [BRIAN ROGERS: CONSIDER REBALANCING YOUR PORTFOLIO](https://wealthtrack.com/brian-rogers-consider-rebalancing-portfolio/) - CONSIDER REBALANCING YOUR PORTFOLIO - Trim overvalued winners - Add to undervalued laggards Stock Portfolio Potential trims: U.S. stocks, especially small cap stocks Potential adds: Emerging market stocks Bond Portfolio Potential trims: High yield bond winners Potential adds: Short term Treasury notes and T-bills High quality emerging market government and corporate bonds
- [MAKE SURE YOU HAVE SOME “BORING” INVESTMENTS IN YOUR PORTFOLIO](https://wealthtrack.com/make-sure-boring-investments-portfolio/) - [bliptv id="h_Btg5ntfgA"]
- [AVOID THE UNDERPERFORMANCE TRAP](https://wealthtrack.com/avoid-underperformance-trap/) - AVOID THE UNDERPERFORMANCE TRAP Investors chase performance: buy when funds are hot and sell when they cool off How to avoid the underperformance trap? Invest with a fund manager who suits your investment style. Don’t chase performance Buy incrementally
- [WHAT TO LOOK FOR FROM YOUR INVESTMENT PROFESSIONALS](https://wealthtrack.com/look-consistency-discipline-ceaseless-effort-honesty-investment-professionals/) - Look for Consistency, Discipline, Ceaseless Effort and Honesty from your investment professionals. [bliptv id="iIdDg5qKHgA"]
- [PAY ATTENTION TO THE MORNINGSTAR MANAGER OF THE YEAR AWARDS](https://wealthtrack.com/pay-attention-morningstar-manager-year-awards/) - Pay Attention to the Morningstar Manager of the Year Awards They identify skilled investors over multi-year periods in good and bad markets Future Performance of Morningstar Fund Managers of the Year By a 3-1 margin winners (in top two quintiles of fund performance) outnumber losers (in bottom two quinitles of fund performance) in next 5
- [BEWARE THE SIGNS OF IRRATIONAL EXUBERANCE…](https://wealthtrack.com/beware-signs-irrational-exuberance/) - Beware The Signs Of Irrational Exuberance And Market Bubbles Wherever They Occur The signs are always the same: irrational exuberance driving prices far above the underlying fundamentals.
- [TAKE ADVANTAGE OF THE POWER OF COMPOUNDING](https://wealthtrack.com/take-advantage-power-compounding/) - Take Advantage Of The Power Of Compounding Automatically re-invest dividends, interest and capital gains in mutual funds, ETFs, etc.
- [DAVID WINTERS ACTION POINT](https://wealthtrack.com/david-winters-action-point-1040/) - Stick with investors and companies that are built to last.
- [CLEMENTS & ZWEIG ACTION POINT](https://wealthtrack.com/clements-zweig-action-point/) - Treat Your Social Security As A Bond Holding For instance $21,000 of Social Security income a year is equal to holding a $700,000 portfolio of 10 Year Treasury bonds yielding 3 percent.
- [ROBERT ARNOTT ACTION POINT](https://wealthtrack.com/robert-arnott-action-point/) - Be Open To New Investment Ideas But Don't Bet The Farm On Them -Fundamental Indexation - Weights stocks based on key fundamentals, not price. -Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.
- [INVEST SYSTEMATICALLY](https://wealthtrack.com/invest-systematically/) - [ ] INVEST SYSTEMATICALLY (Investing Principles) Already do it automatically in 401k plans Avoids market timing and emotional investing Invest equal amounts of money at regular intervals Buy more shares in down market and fewer shares in up markets Watch the related WEALTHTRACK Episode.
- [KEEP A STASH OF CASH IN YOUR PORTFOLIO](https://wealthtrack.com/keep-stash-cash-portfolio/) - Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage "Financial Valium" Watch the related WEALTHTRACK Episode.
- [DON’T BE AFRAID TO BE A PATIENT INVESTOR](https://wealthtrack.com/dont-afraid-patient-investor/) - [ ] Watch the related WEALTHTRACK Episode.
- [EXPLORE LONG-TERM CARE INSURANCE SOONER RATHER THAN LATER](https://wealthtrack.com/explore-long-term-care-insurance-sooner-rather-later/) - [ ] Watch the related WEALTHTRACK episode.
- [IGNORE THE CROWD AND OWN SOME U.S. TREASURY BILLS, NOTES OR BONDS FOR THEIR LIQUIDITY AND SECURITY. . .](https://wealthtrack.com/ignore-crowd-u-s-treasury-bills-notes-bonds-liquidity-security/) - [ ] Multiple geopolitical hot spots shaking investor confidence Economic challenges around the world U.S. Stock market near record highs U.S. Treasuries: Investment of choice in times of uncertainty & trouble Treasuries provide insurance & stability Watch the related WEALTHTRACK episode.
- [OWN SOMETHING YOU ARE UNCOMFORTABLE WITH, WITHIN REASON!](https://wealthtrack.com/something-uncomfortable-within-reason/) - [ ] LEUTHOLD RECOMMENDS SPDR GOLD SHARES (GLD) GLD data by YCharts Watch the related WEALTHTRACK episode.
- [TAKE SOME PROFITS IN YOUR  TOP PERFORMERS OF THE LAST FIVE YEARS](https://wealthtrack.com/take-profits-top-performers-last-five-years/) - Sell a percentage of funds or stocks that have delivered biggest gains Reinvest in lagging sectors or funds, or keep in cash Watch the related WEALTHTRACK episode.
- [OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS](https://wealthtrack.com/least-one-fund-etf-growing-dividends/) - [ ] GROWING DIVIDEND ETFS OWNED PERSONALLY BY GREAT INVESTOR CHARLIE DREIFUS OF THE ROYCE FUNDS SPDR S&P DIVIDEND ETF (SDY) Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more SDY data by YCharts Vanguard Dividend Appreciation index ETF (VIG) Chooses U.S. firms that have raised dividends 10 consecutive
- [EXTEND YOUR HOLDING PERIODS FOR STOCKS AND MUTUAL FUNDS](https://wealthtrack.com/extend-holding-periods-stocks-mutual-funds/) - [ ] Extend Your Holding Periods For Stocks And Mutual Funds Watch the related WEALTHTRACK episode.
- [Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs](https://wealthtrack.com/take-look-u-s-treasurys-floating-rate-notes-frns/) - [ ] Watch the related WEALTHTRACK episode.
- [BE VERY CAREFUL WHEN CONSIDERING ALTERNATIVE INVESTMENTS](https://wealthtrack.com/careful-considering-alternative-investments/) - [ ] Many new and inexperienced players Many strategies are untested in different market cycles High fees compared to traditional mutual funds Experience counts Go with managements with proven track records over many years and market cycles Watch the related WEALTHTRACK episode.
- [IGNORE THE CROWD](https://wealthtrack.com/ignore-crowd/) - [ ] Look at Out of Favor Funds Fairholme Fund a Prime Example First Morningstar Stock Fund Manager of the Decade Winner Morningstar Silver Medalist in Large Value Category Now Rated Only 2 Stars Out of Possible 5 by Morningstar Watch the related WEALTHTRACK episode.
- [PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS](https://wealthtrack.com/pay-attention-business-climate-companies-business/) - [ ] PAY ATTENTION TO THE BUSINESS CLIMATE OF WHERE COMPANIES DO BUSINESS SOME QUALITIES JUDGED: Ease of starting a business Obtaining credit & construction permits Getting electricity Registering property Taxes Investor protections Contract enforcement U.S. RANKED NUMBER 4, CHINA RANKED NUMBER 96 Watch the related WEALTHTRACK episode.
- [INVEST IN DIVIDEND PAYING STOCKS](https://wealthtrack.com/invest-dividend-paying-stocks/) - [ ] INVEST IN DIVIDEND PAYING STOCKS DIVIDEND CONTRIBUTION TO TOTAL RETURN OF S&P 500 Percent of Total Return 77.4% in 1970s 27% in 2000s MORNINGSTAR DIVIDEND FUND FAVORITE Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts BIGGEST AND OLDEST UTILITY STOCK ETF Utilities Select Sector SPDR ETF (XLU) XLU data by YCharts Watch
- [IT’S TIME TO LOOK AT U.S. TREASURIES AGAIN](https://wealthtrack.com/time-look-u-s-treasuries/) - [ ] POSITIVE TRENDS FOR U.S. TREASURIES Global interest rates are staying lower longer than most forecasters predicted Other major economies are slowing Other central banks are easing Global geopolitical tensions are rising U.S. Treasuries are investors’ choice for safety and liquidity Watch the related WEALTHTRACK episode.
- [Read The Paper ‘The American Corporation’](https://wealthtrack.com/read-paper-american-corporation/) - [ ] Read The Paper ‘The American Corporation’ Download it here. [.pdf] Watch the related WEALTHTRACK episode.
- [TAKE A LOOK AT MUNICIPAL BONDS](https://wealthtrack.com/take-look-municipal-bonds/) - [ ] YIELDS ON HIGH-YIELD MUNICIPAL BONDS WERE SIGNIFICANTLY ABOVE THOSE ON IRAQI GOVERNMENT DEBT PERCEPTION OF RISK IN THE MUNI MARKET DOES NOT REFLECT REALITY FEDERAL INCOME TAXES HIGHER THAN THEY HAVE BEEN SINCE BEFORE REAGAN PRESIDENCY YIELD LEVELS ON TAX FREE MUNIS VERY ATTRACTIVE, ESPECIALLY COMPARED TO OTHER TYPES OF BONDS Watch the
- [READ JOEL GREENBLATT’S THE LITTLE BOOK THAT STILL BEATS THE MARKET](https://wealthtrack.com/read-joel-greenblatts-little-book-still-beats-market/) - [ ] Watch the related WEALTHTRACK episode.
- [BE A PATIENT INVESTOR](https://wealthtrack.com/patient-investor/) - [ ] BE A PATIENT INVESTOR Time is on your side Don’t be afraid to wait for better opportunities and prices Watch the related WEALTHTRACK episode.
- [TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS](https://wealthtrack.com/take-advantage-tax-deductible-gifts/) - [ ] Donate appreciated stocks or mutual funds to favorite charity Must have held for at least one year Make bequests during your lifetime Give up to $14,000 per person to as many people as you like without filing a gift-tax return Max out 401(k) plan Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING A LITTLE ENERGY TO YOUR PORTFOLIO](https://wealthtrack.com/12447/) - [ ] Morningstar Energy Favorite Vanguard Energy ETF (VDE) VDE data by YCharts Watch the related WEALTHTRACK episode.
- [READ <em>FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT</em>](https://wealthtrack.com/read-falling-short-coming-retirement-crisis/) - [ ] READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT - Charles D. Ellis, Alicia H. Munnell and Andrew D. Eschtruth HELPFUL PERSONAL FINANCE ADVICE FINANCIAL ADVANTAGES OF: Working longer Taking Social Security later Using home as source of retirement income Watch the related WEALTHTRACK episode.
- [INVEST IN A KID](https://wealthtrack.com/invest-kid/) - [ ] Watch the related WEALTHTRACK episode.
- [INVEST WITH SOME TRUE VALUE INVESTORS](https://wealthtrack.com/invest-true-value-investors/) - [ ] 10 VALUE FUNDS 1999- 2003 Average Annual Return Group Average +10.8% S&P 500 - .57% COMMON VALUES Owned limited number of carefully researched companies Long-term orientation with low portfolio turnover Substantial investments in their funds Watch the related WEALTHTRACK episode.
- [REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE](https://wealthtrack.com/review-retirement-plan-dont-one-get-one/) - [ ] REVIEW YOUR RETIREMENT PLAN AND IF YOU DON’T HAVE ONE, GET ONE Workers with a financial plan much more confident about retirement than those without a plan Easy to get a retirement plan check-up online ONLINE CHECKUP JONATHAN POND’S SMART PLANNER Online financial planning service Access anonymously Low-fee SHERYL GARRETT’S GARRETT PLANNING NETWORK
- [PLAN AN OVERSEAS VACATION TO TAKE ADVANTAGE OF THE DOLLAR’S STRENGTH](https://wealthtrack.com/plan-an-overseas-vacation-to-take-advantage-of-the-dollars-strength/) - [ ] Watch the related WEALTHTRACK episode.
- [EXPECT PERIODS OF HEIGHTENED VOLATILITY IN THE BOND MARKETS](https://wealthtrack.com/expect-periods-of-heightened-volatility-in-the-bond-markets/) - [ ] Don’t Panic Focus On Long-Term Goals Invest With A Seasoned Bond Mutual Fund Manager Watch the related WEALTHTRACK episode.
- [CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS](https://wealthtrack.com/ontinue-to-seek-out-exceptional-investors/) - [ ] CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS, BOTH INDIVIDUALS & FIRMS Watch the related WEALTHTRACK episode.
- [CONSIDER INVESTING IN INDIA](https://wealthtrack.com/consider-investing-in-india/) - [ ] CONSIDER INVESTING IN INDIA Business friendly leadership under Prime Minister Narendra Modi Most dynamic of the BRICs World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class Watch the related WEALTHTRACK episode.
- [CHECK OUT ESTABLISHED ACTIVELY MANAGED BOND FUNDS](https://wealthtrack.com/check-out-established-actively-managed-bond-funds/) - [ ] BOND FUND MANAGER OUTPERFORMANCE 3 years 71% 5 years 70% 10 years 56% STOCK FUND MANAGER OUTPERFORMANCE Percentage of Non-Index Stock Fund Managers that Outperform S&P 500 Index 3 years 29% 5 years 20 % 10 years 27 % Watch the related WEALTHTRACK episode.
- [ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST](https://wealthtrack.com/add-two-buffett-books-to-your-summer-reading-list/) - [ ] ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST [one_half][/one_half] [one_half_last] [/one_half_last] Watch the related WEALTHTRACK episode.
- [CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA](https://wealthtrack.com/contribute-to-a-young-persons-roth-ira/) - [ ] CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA Watch the related WEALTHTRACK episode.
- [LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS](https://wealthtrack.com/look-for-independent-minded-managers-who-think-like-owners/) - [ ] LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS “PATIENT CAPITAL” OUTPERFORMS High “Active Share” Portfolios + Trade Infrequently = 2%+ average annual outperformance Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek Watch the related WEALTHTRACK episode.
- [HOLD A FAIR AMOUNT OF CASH](https://wealthtrack.com/hold-a-fair-amount-of-cash/) - [ ] HOLD A FAIR AMOUNT OF CASH RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS Watch the related WEALTHTRACK episode.
- [DIVERSIFY YOUR RETIREMENT PORTFOLIO](https://wealthtrack.com/diversify-your-retirement-portfolio/) - [ ] DIVERSIFY YOUR RETIREMENT PORTFOLIO International Developed Country stocks Emerging Market stocks Small, Midcap & Large U.S. stocks Outperformed U.S.-centric, large cap S&P 500 index Watch the related WEALTHTRACK episode.
- [MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY](https://wealthtrack.com/make-sure-your-stock-portfolio-is-diversified-internationally/) - [ ] MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY U.S. Stocks have led bull market Take some profits Reallocate to international stock markets True diversification means some “uncomfortable” investments European & emerging market stocks Include foreign small cap stocks Watch the related WEALTHTRACK episode.
- [DIVERSIFY YOUR INCOME SOURCES](https://wealthtrack.com/diversify-your-income-sources/) - [ ] DIVERSIFY YOUR INCOME SOURCES FRIDSON: Diversifying With Dividend Growing Stocks and Preferred Securities RYON: Diversifying Within Municipal Bond Portfolios and Through Laddering Their Maturities Watch the related WEALTHTRACK episode.
- [INVEST SOME MONEY IN EMERGING MARKET STOCKS](https://wealthtrack.com/invest-some-money-in-emerging-market-stocks/) - [ ] INVEST SOME MONEY IN EMERGING MARKET STOCKS Most dynamic long-term growth Belong in long time horizon, growth part of portfolios Watch the related WEALTHTRACK episode.
- [CONSIDER OWNING A SMALL POSITION IN GOLD](https://wealthtrack.com/consider-owning-a-small-position-in-gold/) - [ ] CONSIDER OWNING A SMALL POSITION IN GOLD One of worst investments in recent bull market Appreciates in times of trouble SPDR Gold Shares (GLD) GLD data by YCharts WATCH NOW…
- [PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU](https://wealthtrack.com/put-the-power-of-compounding-dividends-to-work-for-you/) - [ ] PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU SPDR S&P DIVIDEND ETF (SDY) SDY data by YCharts VANGUARD DIVIDEND APPRECIATION ETF (VIG) VIG data by YCharts Watch the related WEALTHTRACK episode.
- [CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN](https://wealthtrack.com/consider-annuities-as-a-core-part-of-your-retirement-plan/) - [ ] CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN Social Security now only source of lifetime guarantee for most retirees Annuities provide another source of income for life Immediate Annuities Pay fixed amount every year for life Starts payments immediately Deferred-Income Annuity Set future payout date Later the date, the higher the
- [THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO](https://wealthtrack.com/think-like-a-contrarian-in-at-least-a-small-portion-of-your-portfolio/) - [ ] THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO Individual investors have flexibility to buy small positions in targeted ETFs and mutual funds Energy, emerging markets and gold are unpopular sectors now Watch the related WEALTHTRACK episode.
- [FOCUS ON COMPANIES WITH FINANCIAL STRENGTH](https://wealthtrack.com/focus-on-companies-with-financial-strength/) - [ ] FOCUS ON COMPANIES WITH FINANCIAL STRENGTH Entering a period of increased volatility Many companies have taken on large amounts of debt to take advantage of low interest rates IMF warning of rising corporate failures 3 U.S. COMPANIES SEEN AS BETTER CREDITS THAN U.S. TREASURYS (as of 10/1/15 - Lower 5-year CDS spreads than
- [BUILD UP A CASH RESERVE](https://wealthtrack.com/build-up-a-cash-reserve/) - [ ] BUILD UP A CASH RESERVE CASH PROVIDES: Choices Flexibility Security Opportunity Watch the related WEALTHTRACK episode.
- [TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY](https://wealthtrack.com/take-advantage-of-the-internet-personally-and-professionally/) - [ ] TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY Facebook has 1.4 billion monthly active users, equal to China’s population Number of internet users increased tenfold since 1999 to 3 billion plus Internet could create $7 trillion industry by 2020 Watch the related WEALTHTRACK episode.
- [ADD SOME PROTECTION TO YOUR PORTFOLIO](https://wealthtrack.com/add-some-protection-to-your-portfolio/) - [ ] ADD SOME PROTECTION TO YOUR PORTFOLIO PORTFOLIO PROTECTION U.S. Treasurys: Provide liquidity Money back guarantee if held to maturity Hold up in market downturns Non-correlated asset Can buy at auction from government at no cost, from Treasurydirect.gov Watch the related WEALTHTRACK episode.
- [IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES](https://wealthtrack.com/if-you-are-eligible-take-advantage-of-2-current-social-security-claiming-strategies/) - [ ] IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES TWO SOCIAL SECURITY STRATEGIES FOR MARRIED COUPLES ENDING “File and suspend”: one spouse files for benefits but suspends collecting them until full retirement age Filing a restricted claim for spousal benefits: collecting half of spouse’s benefits while waiting to collect
- [CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:](https://wealthtrack.com/consider-selling-a-mutual-fund-when-the-following-happens/) - [ ] CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS: The manager you know and trust leaves the fund A change in strategy at a fund Two years or more of significant losses The flip side: consider selling if a fund has phenomenal outperformance. A fund’s expenses go up If you are uncomfortable with
- [ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY](https://wealthtrack.com/add-the-devils-financial-dictionary-to-your-library/) - [ ] ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY Watch the related WEALTHTRACK episode.
- [IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER](https://wealthtrack.com/if-you-do-invest-in-china-do-so-through-an-experienced-active-manager/) - [ ] IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER TOP-RANKED CHINA FUNDS MATTHEWS CHINA FUND Inception 1998 MATTHEWS CHINA DIVIDEND FUND Inception 2009 MATTHEWS CHINA SMALL COMPANIES FUND Inception 2011 Source: Morningstar Watch the related WEALTHTRACK episode.
- [HELP FUND A YOUNG PERSON’S ROTH IRA](https://wealthtrack.com/help-fund-a-young-persons-roth-ira/) - [ ] HELP FUND A YOUNG PERSON’S ROTH IRA CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED $5500 IN 2015 $5500 IN 2016 Watch the related WEALTHTRACK episode.
- [REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS](https://wealthtrack.com/review-your-risk-tolerance-for-the-u-s-stock-portion-of-your-portfolios/) - [ ] REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS Watch the related WEALTHTRACK episode.
- [CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION](https://wealthtrack.com/consider-an-actively-managed-fund-that-will-give-you-broad-portfolio-diversification/) - [ ] CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception) Equity-like returns: Upside Capture: 70% Less than market risk: Downside Capture: 43% Watch the related WEALTHTRACK episode.
- [PAY ATTENTION TO PRICE IN YOUR INVESTMENTS](https://wealthtrack.com/pay-attention-to-price-in-your-investments/) - [ ] PAY ATTENTION TO PRICE IN YOUR INVESTMENTS Watch the related WEALTHTRACK episode.
- [USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE](https://wealthtrack.com/use-the-markets-volatility-to-your-advantage/) - [ ] USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE REVIEW MOST NERVE RACKING POSITIONS DECIDE TO TRIM OR SELL? CONSIDER MAKING IRA CONTRIBUTIONS NOW WHILE ASSETS ARE CHEAPER CONSIDER A SMALL STAKE IN A HIGH QUALITY, HIGH-YIELD BOND FUND Watch the related WEALTHTRACK episode.
- [THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO](https://wealthtrack.com/think-like-contrarian-portion-portfolio/) - [ ] THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO Look at most beaten-up markets, industries and stocks Find highest quality companies or funds in them Battered areas to consider nibbling in: Commodities: metals and mining Emerging markets such as China High-yield bonds: especially energy firms Watch the related WEALTHTRACK episode.
- [CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO](https://wealthtrack.com/14461-2/) - [ ] CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO MUNI ADVANTAGE Tax exempt from federal taxes Some are exempt from state and local taxes Pockets of municipal bond opportunity offering secure and attractive yields and returns Can be a minefield financially and politically Watch the related WEALTHTRACK episode.
- [“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT”](https://wealthtrack.com/14547-2/) - [ ] “KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT” Do a Quick Stress Test Portolio Analysis What You Own is Cheaper Than it Was Do You Want to Make Slight Adjustments? Add to Long Term Holdings? Sell Questionable Investments? Watch the related WEALTHTRACK episode.
- [STICK WITH YOUR FINANCIAL DISCIPLINE](https://wealthtrack.com/14667-2/) - [ ] STICK WITH YOUR FINANCIAL DISCIPLINE Have a plan you can live with Don’t be distracted by outside events Have one, two or three years of living expenses to prevent selling under duress Keep some cash in portfolio to take advantage of market declines Put cash to work in high conviction investments that have
- [MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO](https://wealthtrack.com/14825-2/) - [ ] MAKE SURE YOU HAVE SOME NON-CORRELATED ASSETS IN YOUR PORTFOLIO Can provide price appreciation & capital preservation in market declines Hinder performance in bull markets Traditional non-correlated assets: Gold – favored insurance policy iShares Gold Trust (IAU) is long-time Morningstar analyst favorite Treasury Inflation-Protected Securities (TIPS) Can be purchased directly through the U.S.
- [DON’T LET THE POLITICAL NOISE AFFECT YOUR INVESTMENT DECISIONS](https://wealthtrack.com/14856-2/) - [ ] DON’T LET THE POLITICAL NOISE AFFECT YOUR INVESTMENT DECISIONS Presidential campaigns are designed to tell us how bad things are Candidates promise to fix problems Negativity takes a toll on investor psychology Successful investors stick to investment discipline Focus on fundamentals Choose companies and securities that will excel in business no matter what
- [CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-emerging-markets-portfolio/) - [ ] SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS American Funds New World (NEWFX) NEWFX data by YCharts Harding Loevner Emerging Markets (HLEMX) HLEMX data by YCharts Vanguard Emerging Markets Stock (VEIEX) VEIEX data by YCharts Watch the related WEALTHTRACK episode.
- [SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS](https://wealthtrack.com/see-a-financial-planner-to-discuss-guaranteed-income-options/) - [ ] SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS GUARANTEED FOR LIFE INCOME Immediate annuities Payouts start immediately upon purchase Deferred Income Annuities Payouts start at a future date Qualified Longevity Annuity Contracts (QLACs) Approved in 2014 Used in IRAs, 401(k)s, approved retirement plans Fixed Income Annuities Excluded from traditional required minimum distributions
- [READ “THINKING, FAST AND SLOW” BY NOBEL PRIZE WINNER DANIEL KAHNEMAN](https://wealthtrack.com/read-thinking-fast-and-slow-by-nobel-prize-winner-daniel-kahneman/) - [ ] READ “THINKING, FAST AND SLOW” BY NOBEL PRIZE WINNER DANIEL KAHNEMAN Dual-Process Brains “Fast” System 1: Quick, intuitive, & even delusional “Slow” System 2: Deliberate, requiring effort, concentration, tiring easily Watch the related WEALTHTRACK episode.
- [APPLY SOME MOTLEY FOOL INVESTMENT PRINCIPLES TO YOUR PORTFOLIO](https://wealthtrack.com/14999-2/) - [ ] APPLY SOME MOTLEY FOOL INVESTMENT PRINCIPLES TO YOUR PORTFOLIO EXTEND YOUR HOLDING PERIODS FOR THE STOCKS AND MUTUAL FUNDS YOU BELIEVE IN GARDNER RIDES HIS “RULE BREAKER” WINNERS FOR YEARS DAVID GARDNER’S STOCK ADVISOR PORTFOLIO HAS HAD SOME BIG LOSERS IT HAS UNDERPERFORMED THE MARKET IN FOUR OF THE LAST 13 YEARS Watch
- [PUT ASIDE AT LEAST A YEAR’S WORTH OF LIVING EXPENSES TO SEE YOU THROUGH MARKET DECLINES](https://wealthtrack.com/put-aside-at-least-a-years-worth-of-living-expenses-to-see-you-through-market-declines/) - [ ] PUT ASIDE AT LEAST A YEAR’S WORTH OF LIVING EXPENSES TO SEE YOU THROUGH MARKET DECLINES Murray recommends two years of living expenses Market downturns are inevitable Being forced to sell into decline can be harmful, even devastating to long-term financial security Watch the related WEALTHTRACK episode.
- [TAKE ADVANTAGE OF THE POWER OF COMPOUNDING IN STOCKS](https://wealthtrack.com/take-advantage-of-the-power-of-compounding-in-stocks/) - [ ] TAKE ADVANTAGE OF THE POWER OF COMPOUNDING IN STOCKS “All the commercial push is behind telling you that you ought to think about doing something today that’s different than you did yesterday. You don’t have to do that. You just have to sit back and let American industry do its job for you.”
- [TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS](https://wealthtrack.com/take-small-steps-to-increase-your-investment-returns/) - [ ] TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS Biggest Financial Wealth Robbers: Losses Inflation Taxes Expenses Wealth Builders: Own Stocks – the one asset class that has historically beaten inflation Own companies with track records of dividend increases Review fees: Are you getting your money’s worth from financial advisors and money managers? Pay
- [LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY](https://wealthtrack.com/let-professionals-guide-investments-cyclical-energy-industry/) - [ ] LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY Timing Matters Wrong point in cycle: Business and stock will be effected Watch the related WEALTHTRACK episode.
- [ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE](https://wealthtrack.com/accept-fact-markets-will-fluctuate/) - [ ] ACCEPT THE FACT THAT THE MARKETS WILL FLUCTUATE Avoid trying to time the market Stick with your financial game plan Stick with investment discipline that works for you financially & emotionally Take advantage of “Mr. Market’s” mood swings Buy some stocks when cheap & sell some stocks when high Watch the related WEALTHTRACK
- [BE AWARE OF THE MARKET RISK IN INDEX FUNDS](https://wealthtrack.com/aware-market-risk-index-funds/) - [ ] BE AWARE OF THE MARKET RISK IN INDEX FUNDS BASIC INDEX FUNDS’ ADVANTAGES Broad, unfiltered & unhedged exposure to market Low fees and tax consequences BASIC INDEX FUNDS’ DISADVANTAGES: Exposure to all companies in index: good & bad, expensive and cheap, profitable & unprofitable Watch the related WEALTHTRACK episode.
- [THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS](https://wealthtrack.com/think-like-contrarian-buy-small-amount-european-stocks/) - [ ] THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS Jason Zweig, “The Intelligent Investor” Columnist at The Wall Street Journal recently headlined his column: “The More It Hurts, The More You Make.” Watch the related WEALTHTRACK episode.
- [CLEMENT & JAKAB: WHAT TO READ](https://wealthtrack.com/clement-jakab-read/) - [ ] Jonathan Clement’s How To Think About Money Spencer Jakab’s Heads I Win, Tails I Win [one-half] [/one-half] [one-half last] [/one-half] Watch the related WEALTHTRACK episode.
- [SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs](https://wealthtrack.com/see-asset-classes-regions-missing-consider-filling-gaps-etfs/) - [ ] SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs WHAT ARE YOUR PORTFOLIO GAPS? Gold? Emerging Markets? Treasury Inflation-Protected Securities (TIPS) Watch the related WEALTHTRACK episode.
- [SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS](https://wealthtrack.com/spend-time-carefully-think-reality/) - [ ] SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS REALITY CHECK What is your reality? What are you trying to do for yourself and your family? What’s your savings plan? How long is your investment horizon? Can you handle market fluctuations without freaking out? Watch the related
- [CONTRARIAN TREASURES](https://wealthtrack.com/contrarian-treasures-2/) - On this week's show an exclusive interview with a contrarian who has been correct on interest rates and the value of U.S. Treasury bonds for years, Kessler Investment Advisors’ Robert Kessler. [ ] Watch the related WEALTHTRACK episode.
- [HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT](https://wealthtrack.com/savings-account-separate-retirement-account/) - [ ] HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT Watch the related WEALTHTRACK episode.
- [UNDERSTAND YOUR RISK TOLERANCE](https://wealthtrack.com/understand-risk-tolerance/) - [ ] UNDERSTAND YOUR RISK TOLERANCE Watch the related WEALTHTRACK episode.
- [DON’T TRY TO TIME THE MARKET](https://wealthtrack.com/dont-try-time-market/) - [ ] DON’T TRY TO TIME THE MARKET Individual Investors’ Advantage over Professional Investors Don’t have to worry about quarterly performance or beating a benchmark For professional investors timing can be everything and getting it wrong can be devastating Watch the related WEALTHTRACK episode.
- [TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES](https://wealthtrack.com/take-advantage-still-extremely-low-interest-rates/) - [ ] TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES Watch the related WEALTHTRACK episode.
- [CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO](https://wealthtrack.com/consider-preferred-stocks-portfolio/) - [ ] CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO PREFERRED STOCKS: A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure Junior to bonds, but senior to common stocks in claims on assets Currently yield more than investment grade bond equivalents Bond interest is taxed at regular personal income tax rate
- [IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET](https://wealthtrack.com/want-beat-market-something-different-market/) - [ ] IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET In less transparent, smaller, less liquid markets active managers can still make a difference A combination of index funds & actively managed funds in areas such as corporate & municipal bonds, small cap stocks, & internationally based
- [CONSIDER AN EQUALLY WEIGHTED INDEX ETF](https://wealthtrack.com/consider-equally-weighted-index-etf/) - [ ] CONSIDER AN EQUALLY WEIGHTED INDEX ETF Equal dollar weight to all stocks in S&P 500 Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks Watch the related WEALTHTRACK episode.
- [STAY THE COURSE WITH YOUR FINANCIAL PLAN](https://wealthtrack.com/stay-course-financial-plan/) - [ ] STAY THE COURSE WITH YOUR FINANCIAL PLAN Watch the related WEALTHTRACK episode.
- [READ: THE SECOND MACHINE AGE](https://wealthtrack.com/read-second-machine-age/) - [ ] READ THE SECOND MACHINE AGE: WORK, PROGRESS AND PROSPERITY IN A TIME OF BRILLIANT TECHNOLOGIES Watch the related WEALTHTRACK episode.
- [ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO](https://wealthtrack.com/act-like-contrarian-systematically-rebalance-portfolio/) - [ ] ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO Periodically adjust back to pre-determined allocations Trim big winners Add to substantial laggards Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING SOME TIPS TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-tips-portfolio/) - [ ] Consider adding some TIPS, or treasury inflation protected securities to your portfolio. Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR](https://wealthtrack.com/make-sure-diversified-something-thats-unpopular/) - [ ] MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR Watch the related WEALTHTRACK episode.
- [REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO](https://wealthtrack.com/review-risk-tolerance-u-s-stock-portion-portfolio/) - [ ] REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
- [CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL](https://wealthtrack.com/consider-mclennans-philosophy-patient-capital/) - [ ] CONSIDER MCLENNAN’S PHILOSOPHY OF PATIENT CAPITAL Watch the related WEALTHTRACK episode.
- [CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO](https://wealthtrack.com/consider-valuable-role-cash-can-play-portfolio/) - [ ] CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
- [IT’S TIME TO AVOID LEVERAGED INVESTMENTS](https://wealthtrack.com/time-avoid-leveraged-investments/) - [ ] IT’S TIME TO AVOID LEVERAGED INVESTMENTS Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO](https://wealthtrack.com/make-sure-inflation-protection-portfolio/) - [ ] MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
- [DE-RISK YOUR PORTFOLIO](https://wealthtrack.com/de-risk-portfolio/) - [ ] DE-RISK YOUR PORTFOLIO 8 years into a Bull market Many indexes trading near record levels Time to take some money out of the market Watch the related WEALTHTRACK episode.
- [MAXIMIZE YOUR AFTER TAX RETURNS](https://wealthtrack.com/maximize-tax-returns/) - MAXIMIZE YOUR AFTER TAX RETURNS [ ] Watch the related WEALTHTRACK episode.
- [DE-RISK YOUR BOND PORTFOLIO](https://wealthtrack.com/de-risk-bond-portfolio/) - [ ] DE-RISK YOUR BOND PORTFOLIO 2016 High Performers: U.S. High Yield Bonds +17.1% Emerging Market Debt+10.2% Economy improving Fed prepared to raise rates again Political uncertainty building Watch the related WEALTHTRACK episode.
- [ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER](https://wealthtrack.com/add-humility-qualities-look-money-manager/) - [ ] ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER AND HIS OR HER FIRM Watch the related WEALTHTRACK episode.
- [DEVELOP AN ALTERNATIVE  RETIREMENT INCOME SOURCE](https://wealthtrack.com/develop-alternative-retirement-income-source/) - [ ] DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE Can tap during market declines Avoid drawing down investment portfolio ADVANCE PLANNING Set up home equity line of credit Establish reverse mortgage line of credit Set up when conditions are favorable Can use when they are not Watch the related WEALTHTRACK episode.
- [CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER](https://wealthtrack.com/consider-high-active-share-funds-low-turnover/) - [ ] CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER Most investors moving into passive index funds Contrarian move would be to own a few actively managed funds Add low turnover as a criteria Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-etfs-portfolio/) - [ ] CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO Low cost, tax efficient, transparent Represent every asset class:Stocks, bonds, commodities alternatives. “From micro to mega caps, from Argentina to Vietnam, from Treasuries to junk bonds and from aluminum to wheat…” - Matt Hougan Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS](https://wealthtrack.com/make-sure-well-informed-social-security-medicare-benefits/) - [ ] MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS Get educated ahead of time If you are already collecting, review your and your spouse’s benefits Notify Medicare and Social Security if there is a change of circumstances to get benefits updated Watch the related WEALTHTRACK episode.
- [MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES](https://wealthtrack.com/make-sure-stock-portfolio-diversified-among-different-asset-classes/) - [ ] MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.
- [BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW](https://wealthtrack.com/aware-risks-popular-index-funds-right-now/) - [ ] BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW Watch the related WEALTHTRACK episode.
- [PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH](https://wealthtrack.com/pay-attention-to-the-culture-of-the-firms-you-invest-with/) - [ ] PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH Do they act as fiduciaries, putting clients’ interests first? Do they have a clearly stated mission and investment objectives? Are they committed to disciplined investing for the long term, built to last? Are they cost conscious? Are they honest about mistakes and
- [SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO](https://wealthtrack.com/seriously-consider-sticking-with-active-management-in-your-bond-portfolio/) - [ ] SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods Over last 5 years, 63% of actively-managed bond funds outperformed passive funds Watch the related WEALTHTRACK episode.
- [ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY](https://wealthtrack.com/adopt-some-of-john-rogers-slow-and-steady-wins-the-race-philosophy/) - [ ] ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY Watch the related WEALTHTRACK episode.
- [CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING](https://wealthtrack.com/consider-using-a-donor-advised-fund-for-your-charitable-giving/) - [ ] CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and
- [THINK LIKE A VALUE INVESTOR](https://wealthtrack.com/think-like-a-value-investor/) - [ ] THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.
- [OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO](https://wealthtrack.com/own-some-bonds-to-diversify-your-portfolio/) - [ ] OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO Investment grade corporate bonds and Treasury bonds have been non-correlated assets Provide a counterweight to stock prices Watch the related WEALTHTRACK episode.
- [PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU](https://wealthtrack.com/put-the-power-of-compounding-dividends-to-work-for-you-2/) - [ ] PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU COMPOUNDING POWER Companies with long history of paying and growing dividends “Dividend Aristocrats” S&P 500 companies that have increased annual dividends for at least 25 consecutive years DRIPs: Dividend Reinvestment Plans Automatically reinvest dividends in new shares Popular dividend growing ETFs: SPDR S&P
- [USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS](https://wealthtrack.com/use-passive-and-active-to-your-comfort-levels/) - [ ] USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS NO INTEREST IN INVESTING: Choose index funds Diversify globally & by asset class Include safe haven investments e.g. Treasury bonds & Gold COMFORT LEVEL COMBINATION: Core position in broad global stock index fund or ETF Satellite positions in actively managed mutual funds Possible Specialties: Small
- [CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS](https://wealthtrack.com/consider-automating-some-of-your-investment-decisions/) - [ ] CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS Automatic deposits to savings or tax-deferred accounts Setting up a robo-account to automatically invest and rebalance your portfolio Buying a Target Date Fund to prepare for your retirement Automatic Dividend Reinvestment Plans Watch the related WEALTHTRACK episode.
- [CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE](https://wealthtrack.com/consider-investing-in-a-socially-responsible-fund-either-actively-managed-or-passive/) - [ ] CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE U.S. Socially Responsible Investments in 2016 $8.72 Trillion MORNINGSTAR FAVORITES Calvert Funds Parnassus Funds Parnassus Fund (PARNX) Large growth fund Strong long-term track record PARNX data by YCharts Watch the related WEALTHTRACK episode.
- [](https://wealthtrack.com/17485-2/) - [ ] DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT LONG-TERM CRITERIA Risk-Adjusted Returns Does the fund cushion you during market declines? Inflation-Adjusted Returns - Does it protect your purchasing power? Consistency of Investment Style & Discipline Diversification of Holdings Attention to Costs Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO](https://wealthtrack.com/make-sure-you-have-a-safe-haven-asset-in-your-portfolio/) - [ ] MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO Gold: A logical choice Universally recognized and traded as safe haven Minerd recommends maximum 5% holding Jean-Marie Eveillard recommends maximum 10% Buying gold is a hassle Alternative is gold ETF SPDR Gold Shares (GLD) iShares Gold Trust (IAU) Watch the related WEALTHTRACK
- [DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT](https://wealthtrack.com/dont-overlook-the-contribution-life-insurance-can-make-for-retirement/) - [ ] DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT Term Life Insurance Immediate cash to cover expenses Tax-free Permanent Life Insurance Can borrow from in retirement Many have imbedded annuitization which can be turned into a guaranteed income stream for life Some policies offer long-term care riders to use for long-term care
- [OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO](https://wealthtrack.com/own-some-inflation-fighters-in-your-portfolio/) - [ ] OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO TIPS – Treasury Inflation-Protected Securities Kiplinger’s suggest: Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) - One of cheapest fund in category - Focuses on TIPS maturing in less than 5 years VTIP data by YCharts Watch the related WEALTHTRACK episode.
- [NEVER FORGET THAT MARKETS ARE RISKY](https://wealthtrack.com/never-forget-that-markets-are-risky/) - [ ] NEVER FORGET THAT MARKETS ARE RISKY Bucket of liquid, short-term assets: - Cash in savings account - Cash equivalents such as short-term Treasury bills Savings bucket will see you through bear markets without depleting principal retirement account Watch the related WEALTHTRACK episode.
- [CONSIDER USING MULTIPLE INVESTMENT APPROACHES](https://wealthtrack.com/consider-using-multiple-investment-approaches/) - [ ] CONSIDER USING MULTIPLE INVESTMENT APPROACHES Matthew Peron is using combination of active, passive, fundamental and quantitative Watch the related WEALTHTRACK episode.
- [DON’T THROW OUT THE BABY WITH THE BATHWATER](https://wealthtrack.com/dont-throw-out-the-baby-with-the-bathwater/) - [ ] DON’T THROW OUT THE BABY WITH THE BATHWATER, IN THIS CASE MORNINGSTAR’S WIDELY USED FIVE- STAR RATING SYSTEM FOR MUTUAL FUNDS. Watch the related WEALTHTRACK episode.
- [DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE](https://wealthtrack.com/dont-be-afraid-to-take-investment-risks-just-know-when-you-are/) - [ ] DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE Watch the related WEALTHTRACK episode.
- [TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”](https://wealthtrack.com/talk-to-everyone-you-care-about-no-matter-what-age-or-stage-about-achieving-positive-financial-indicators/) - [ ] TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”: Having enough money to save for future needs Saving enough for retirement Feeling in control of your financial life Taking an active role in setting and achieving goals for your financial life Able to pay monthly
- [IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS…](https://wealthtrack.com/if-you-want-to-own-bitcoin-or-other-highly-speculative-crypto-related-assets/) - [ ] IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS ONLY INVEST WHAT YOU DON’T MIND LOSING ENTIRELY Watch the related WEALTHTRACK episode.
- [CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS](https://wealthtrack.com/consider-having-some-exposure-to-emerging-markets-stocks/) - [ ] CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS Actively Managed: Rowe Price Emerging Markets Stock Fund (PRMSX) Passively managed: Vanguard Emerging Markets Stock Index Fund (VEIEX) Vanguard FTSE Emerging Markets ETF (VWO) Watch the related WEALTHTRACK episode.
- [TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS](https://wealthtrack.com/take-a-look-at-closed-end-municipal-bond-funds/) - [ ] TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS Overlooked Asset Class Frequently Uses Leverage Can Be Volatile Issues a Fixed Number of Shares When Offered to the Public Trades Like a Stock on an Exchange Share Price Frequently Trades Below Its Net Asset Value Income Is Frequently Reinvested at a Discount Can
- [ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS](https://wealthtrack.com/add-the-50-rule-to-your-investment-decisions/) - [ ] ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS Goal is to keep at least 50% of your profits after taxes and fees Apply that criterion to all of your investments: financial, real estate, art…. Stuart Lucas’ 50% Rule investing strategy [.pdf] Watch the related WEALTHTRACK episode.
- [CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE](https://wealthtrack.com/consider-building-a-laddered-treasury-bond-portfolio-online-and-fee-free/) - [ ] CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE Buy a series of bonds that mature at different times TREASURY BOND LADDER Bottom rungs - short-term maturities (1-2 years) Middle rungs - intermediate (5-7 years) Top Rungs - long-term (10-30 years) Diversify interest rates Insulate portfolio from ups & downs Keep
- [CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND](https://wealthtrack.com/consider-investing-in-a-small-cap-international-fund/) - [ ] CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND Regional diversification: many do business within their home countries A history of outperforming large-cap competitors Not widely followed, giving active managers a better shot at outperformance Watch the related WEALTHTRACK episode.
- [BUILD UP YOUR SAVINGS](https://wealthtrack.com/build-up-your-savings/) - [ ] BUILD UP YOUR SAVINGS Americans carrying record amounts of debt The lowest savings rate in 12 years Little room for error Retirees need a cushion to see them through bear markets Withdrawing principal during market declines can seriously hurt financial security Watch the related WEALTHTRACK episode.
- [START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO](https://wealthtrack.com/start-to-build-some-more-defensive-positions-in-your-portfolio/) - [ ] START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO GIROUX’S DEFENSIVE ADDITIONS To equity positions: Utilities Other less economically sensitive stocks To fixed income positions: Longer term Treasury bonds Watch the related WEALTHTRACK episode.
- [PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES](https://wealthtrack.com/put-no-more-than-1-or-2-of-your-portfolio-in-cryptocurrencies/) - [ ] PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES Extremely speculative In its infancy Constantly evolving Not regulated Highly susceptible to booms and busts typical of every new technology Watch the related WEALTHTRACK episode.
- [CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH](https://wealthtrack.com/choose-an-investment-strategy-that-makes-sense-for-you-and-one-that-you-can-also-stick-with/) - [ ] CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH Figure out investment approach you can stick with through good markets and bad Choose managers who will stay with that approach consistently Find passive strategies that will enable you to stay invested at comfortable levels Watch
- [OWN SOME GOLD BULLION](https://wealthtrack.com/own-some-gold-bullion/) - [ ] FOLLOW THE ADVICE OF THIS WEEK’S GUESTS AND OWN SOME GOLD BULLION Gold is not an investment It is an insurance policy against disaster You can own it in various forms The actual metal in small bars or coins ETFs: least expensive and most liquid form GLD – SPDR® Gold Shares - Expense
- [SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS](https://wealthtrack.com/seek-the-advice-and-analysis-of-independent-thinkers/) - [ ] SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS Best strategists and money managers are not afraid to take contrarian positions Sometimes really stick their necks out if research shows the market is wrong Work for firm that encourages independent thinking and expects challenges to conventional wisdom Watch the related WEALTHTRACK episode.
- [CONSIDER OWNING  INTERNATIONAL SMALL CAP STOCKS](https://wealthtrack.com/consider-owning-international-small-cap-stocks-2/) - [ ] CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS Big & diverse universe Operate in countries representing 75% of world GDP Under-owned asset class Multi-year period of underperforming its historical average Much less expensive than American counterparts Track record of beating Small Cap U.S. stocks with less volatility Source of income 83% pay dividends vs. 43%
- [OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS](https://wealthtrack.com/own-at-least-one-fund-or-etf-with-growing-dividends/) - [ ] OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS Offer a reliable income stream Companies tend to have sustainable competitive advantages Compelling total return Compounding potential Mbningstar favorites: T.ROWE PRICE DIVIDEND GROWTH (PRDGX) HARTFORD DIVIDEND AND GROWTH FUND (IHGIX) VANGUARD DIVIDEND APPRECIATION (VDAIX) (VIG) Watch the related WEALTHTRACK episode.
- [CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT](https://wealthtrack.com/consider-alternative-sources-of-income-for-your-retirement/) - [ ] CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT Home is one source Have an available home equity line of credit for immediate liquidity Reverse Mortgages: Available under the FHA (Federal Housing Administration) backed program, HECM (Home Equity Conversion Mortgage) • Available to seniors 62 and over • Must live in the home and
- [CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT](https://wealthtrack.com/choose-an-investment-approach-suitable-for-you-and-stick-with-it/) - [ ] CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT Watch the related WEALTHTRACK episode.
- [KNOW THYSELF AS AN INVESTOR](https://wealthtrack.com/know-thyself-as-an-investor/) - [ ] KNOW THYSELF AS AN INVESTOR Love investing? Do it yourself Want active management? Turn it over to professional investors through mutual funds or investment advisors Investing causes high anxiety? Go with a passive index fund. “No decision needed” strategy at a low cost Watch the related WEALTHTRACK episode.https://wealthtrack.com/wp-admin/media-upload.php?post_id=18870&type=image&TB_iframe=1
- [KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES](https://wealthtrack.com/keep-an-open-mind-about-potential-investment-opportunities/) - [ ] KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES Technology, innovation & vision can transform industries that can change our lives Looking out for potential game changers can be financially beneficial Watch the related WEALTHTRACK episode.
- [DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO](https://wealthtrack.com/de-risk-at-least-a-portion-of-your-portfolio/) - [ ] DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO Review your portfolio Faster growing but lesser quality stocks are usually more vulnerable in a market correction Bond issues graded less than investment grade can be as volatile as stocks De-risking can hurt performance in bull markets but can cushion losses in bear markets Watch
- [IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS](https://wealthtrack.com/ignore-politics-and-focus-on-the-investment-fundamentals/) - [ ] IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS EARNINGS MATTER INTEREST RATES INFLATION Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING](https://wealthtrack.com/make-sure-you-understand-your-reason-for-investing/) - [ ] MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING Figure out your investment goals and match your goals with time horizons Can your investments deliver on your goals? Can you stick with your investments in down periods? Periodically review your goals and likelihood of your investments meeting them Watch the related WEALTHTRACK episode.
- [REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS](https://wealthtrack.com/review-your-international-stock-exposure-and-consider-making-some-modest-additions/) - [ ] REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS International markets have lagged the U.S. International stocks are getting cheaper: • Pressure from rising U.S. interest rates • Strengthening dollar • Escalating trade tensions Watch the related WEALTHTRACK episode.
- [PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO](https://wealthtrack.com/put-some-inflation-beneficiaries-in-your-portfolio/) - [ ] PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO BUILDING INFLATION PRESSURES: Growing economy Higher interest rates Tight labor force Increasing debt Punitive trade policies PURCHASING POWER PROTECTION Investments that keep up with inflation Companies with a history of rising dividends Dividend Aristocrats are S&P 500 companies with history or raising dividends for 25 consecutive
- [STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET](https://wealthtrack.com/stick-with-your-investment-game-plan-and-dont-try-to-time-the-market/) - [ ] STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET Watch the related WEALTHTRACK episode.
- [CASE FOR GOLD](https://wealthtrack.com/case-for-gold/) - [ ] CASE FOR GOLD - Unloved - Underperformed other assets - Relatively cheap Off 35% from 2011 high of $1900/ounce - Inflation hedge as inflation rises - Non-correlated to the stock market GOLD ETFs iShares Gold Trust (IAU) SPDR Gold Shares (GLD) Watch the related WEALTHTRACK episode.
- [HAVE SOME INVESTMENT EXPOSURE IN CHINA](https://wealthtrack.com/have-some-investment-exposure-in-china/) - [ ] HAVE SOME INVESTMENT EXPOSURE IN CHINA Morningstar Analyst Favorites: Matthews China (MCHFX) Matthews China Dividend (MCDFX) SPDR S&P China ETF (GXC) Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-a-short-maturity-municipal-bond-fund-to-your-portfolio/) - [ ] CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO Short term muni fund attributes: Tax free interest Less sensitive to rising interest rates Flexibility to reinvest as rates rise Watch the related WEALTHTRACK episode.
- [READ THE BOOK - RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS](https://wealthtrack.com/read-the-book-rescuing-retirement-a-plan-to-guarantee-retirement-security-for-all-americans/) - [ ] READ THE BOOK - RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS The retirement crisis is real Americans not saving enough or investing successfully enough to fund long retirements Guaranteed Retirement Account: - Funded by workers and employers - Largely managed by state public pension funds - Annuitized upon retirement
- [TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN](https://wealthtrack.com/take-full-advantage-of-tax-deferred-savings-plan/) - [ ] TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLANS 2019 ALLOWED CONTRIBUTIONS RISING 401(k) OR SIMILAR WORKPLACE RETIREMENT PLAN: $19,000 for under age 50 $6000 catch-up contribution for age 50 or older remains the same INDIVIDUAL RETIREMENT ACCOUNTS - I.R.A.’s: $6000 for under age 50 $7000 for age 50 or older HEALTH SAVINGS ACCOUNTS
- [KEEP SOME BONDS IN YOUR PORTFOLIO](https://wealthtrack.com/keep-some-bonds-in-your-portfolio/) - [ ] KEEP SOME BONDS IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
- [THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO](https://wealthtrack.com/think-about-your-values-and-how-you-can-apply-them-in-some-of-your-portfolio/) - [ ] THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO Many Socially Responsible Choices: -Industries to invest in or not to invest in -Companies involved in activities you believe in -Companies with best management practices -Companies having an impact on underserved communities or countries Watch the related WEALTHTRACK
- [NO MATTER HOW TEMPTING, AVOID MARKET TIMING](https://wealthtrack.com/no-matter-how-tempting-avoid-market-timing/) - [ ] NO MATTER HOW TEMPTING, AVOID MARKET TIMING MISSING OUT If out of U.S. stock market for 25 best days between 1970 and 2015 returns reduced from +1,910% to +371% If out of UK stock market for just 2 quarters since 1900 cumulative real returns reduced by + 50% If out of U.S. market
- [TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH](https://wealthtrack.com/take-advantage-of-the-higher-interest-rates-available-in-cash/) - [ ] TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH CASH COUNTS Best performing asset class 2018 3 month T bills +1.9% Cash can provide a positive return Competitive rates available RAISE YOUR OWN RATES Higher rates available than savings accounts at commercial banks and most brokerage firm cash accounts YIELD BOOSTERS Savings
- [](https://wealthtrack.com/19747-2/) - [ ] NORLEY: PLANNED PHILANTHROPY Make charitable giving part of your financial plan Americans give away hundreds of billions a year Need to plan for it financially USNIK: VALUABLE ADVICE CEOs and philanthropists should create a sounding board of millennials Get their views on issues that matter to you Millennials are the employees, customers and
- [PAY ATTENTION TO THE FEDERAL RESERVE](https://wealthtrack.com/pay-attention-to-the-federal-reserve/) - PAY ATTENTION TO THE FEDERAL RESERVE U.S Central Bank is the most powerful financial institution in the world Fed increasingly open about its policies What Fed Chairman and Fed policy statements say matter Fed decisions affect financial markets and economic conditions globally Follow Fed policies on their website www.federalreserve.gov Watch the related WEALTHTRACK episode.
- [OWN SOME U.S. TREASURIES](https://wealthtrack.com/own-some-u-s-treasuries/) - [ ] OWN SOME U.S. TREASURIES Safe haven asset class in recession eras U.S. rates higher than other developed markets Longer maturity = more dramatic price moves Every 1% decline in yield: - 2-yr Treasury note value + 1.9% - 10-yr Treasury note value + 8.6% - 30-yr Treasury bond value +19.1% Watch the related
- [INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING](https://wealthtrack.com/invest-with-funds-and-firms-that-are-committed-to-patient-investing/) - [ ] INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING Short-term oriented world Investors under pressure to fire underperforming funds and hire outperforming funds Most investment managers and firms don’t have patience, ability or desire to stick with long-term strategy Watch the related WEALTHTRACK episode.
- [READ OR REREAD BUFFETT](https://wealthtrack.com/read-or-reread-buffett/) - [ ] Read or reread Buffett: The Making of an American Capitalist fascinating & detailed portrait experiences that shaped him obsession with making money evolution of investment approach from Benjamin Graham classes Watch the related WEALTHTRACK episode.
- [READ: "SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…"](https://wealthtrack.com/read-social-value-investing-a-management-framework/) - [ ] Check out: Social Value Investing: A Management Framework for Effective Partnerships By Howard Warren Buffett and William Eimicke Public, private, philanthropic partnerships can work Neither sector can solve global challenges by themselves Working together can be more effective in addressing big issues such as inequality, climate change, affordable house, healthcare & food insecurity
- [HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY](https://wealthtrack.com/have-faith-in-the-resilience-of-the-u-s-economy/) - [ ] HAVE FAITH IN THE RESILIENCE OF THE U.S. ECONOMY Contractions are caused by: Excesses in important sectors of the economy Overheating and “irrational exuberance” Prices and inflation spike Federal Reserve tightens monetary policy Watch the related WEALTHTRACK episode.
- [MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO](https://wealthtrack.com/make-sure-you-have-some-defensive-holdings-in-your-portfolio/) - [ ] MAKE SURE YOU HAVE SOME DEFENSIVE HOLDINGS IN YOUR PORTFOLIO Ward’s Choices: Counter-cyclical stocks like utilities and cell tower companies Individual Investors’ Choices: Defensive non-stock assets like cash, Treasury bonds, gold … Watch the related WEALTHTRACK episode.
- [LATIN AMERICA ECONOMIC EXTREMES](https://wealthtrack.com/latin-america-economic-extremes/) - [ ] CONSIDER PUTTING A SMALL AMOUNT OF YOUR EMERGING MARKETS ALLOCATION INTO AN ESTABLISHED LATIN AMERICAN FUND. LATIN AMERICA ECONOMIC EXTREMES FAILURES: Venezuela’s economic collapse SUCCESSES: Open market economies: - Chile - Colombia - Peru POTENTIAL TURNAROUND Brazil- attempting serious pension reform ESTABLISHED LATIN AMERICAN STOCK FUND T. Rowe Price Latin American fund (PRLAX)
- [MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY](https://wealthtrack.com/make-some-investments-outside-of-the-country/) - [ ] MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY All Investors Tend to Have a Home Country Bias U.S. Has Been the Place to Invest for the Last Decade Its Late in the Economic and Market Cycle for U.S. Early in Cycle for Some Countries, Particularly in the Emerging Markets Some Countries Experiencing Economic Turnarounds
- [NEVER RISK GETTING CAUGHT SHORT OF CASH](https://wealthtrack.com/never-risk-getting-caught-short-of-cash/) - [ ] NEVER RISK GETTING CAUGHT SHORT OF CASH Cash is king when you need it Have a stash on hand to meet emergencies & opportunities Watch the related WEALTHTRACK episode.
- [PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND  FIRMS YOU INVEST WITH](https://wealthtrack.com/pay-attention-to-the-culture-of-the-people-and-firms-you-invest-with/) - [ ] PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Certified Investment Management Associate (CIMA) Does the advisor: Understand & agree with your objectives? Pay attention to your comfort levels? Have a realistic & workable plan to achieve your goals? Have the
- [LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS](https://wealthtrack.com/look-for-firms-where-managers-invest-considerable-sums-alongside-shareholders/) - [ ] LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS How much money portfolio managers have invested in their own funds is a key criteria used to judge funds Significant “skin in the game” is seen as important indicator of management commitment & responsibility SEC requires disclosure of managers’ investments in funds they
- [PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS](https://wealthtrack.com/ut-a-portion-of-your-portfolio-with-independent-thinkers-who-can-act-on-their-analysis/) - [ ] PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS Watch the related WEALTHTRACK episode.
- [LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES](https://wealthtrack.com/look-into-some-basic-hedging-strategies-to-cushion-you-from-market-declines/) - [ ] LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES: Market Neutral Funds - Vanguard Market Neutral fund, Morningstar Silver Medalist Cash & Cash Equivalents including U.S. Treasury Bills Gold Non-Correlated to Stock Market Provide Protection when markets get hit Watch the related WEALTHTRACK episode.
- [OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES](https://wealthtrack.com/own-some-gold-as-a-hedge-against-market-economic-and-currency-declines/) - [ ] OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES THE CASE FOR GOLD Protected investors during every bear market but one over the last 50 years Anytime markets were in a bear market, gold prices were rising World economies are slowing Central banks are stimulating Corporate and government debt at
- [REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS](https://wealthtrack.com/remember-to-rebalance-into-out-of-favor-sectors/) - [ ] REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS. U.S. growth stocks, mega-caps, in particular, have dominated markets and portfolios for years Their powerful performance means they have outsized positions in indexes and portfolios Out of favor groups like small caps, cyclical stocks, value, and emerging markets have been beaten down and in many
- [OWN SOME DIVIDEND GROWTH COMPANIES](https://wealthtrack.com/own-some-dividend-growth-companies/) - [ ] OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating
- [FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE](https://wealthtrack.com/figure-out-how-you-want-to-be-invested-in-china-and-to-what-degree/) - [ ] FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE CHINA INVESTMENT CHOICES: INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA: MSCI ALL COUNTRY WORLD INDEX =
- [THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO](https://wealthtrack.com/think-like-a-contrarian-consider-adding-energy-exposure-to-your-portfolio/) - [ ] THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES MOVE OIL & GAS FROM WELLS TO END USERS PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE GENERATE HIGH LEVELS OF CASH FLOW PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS PETRIE’S SUGGESTED ENERGY FOCUS: MEGA
- [PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM](https://wealthtrack.com/pay-attention-to-a-mutual-funds-culture-and-investment-team/) - [ ] PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM Continuity is important in a firm’s: Leadership Investment philosophy Goals Discipline Watch the related WEALTHTRACK episode.
- [PAY ATTENTION TO POLICY, NOT POLITICS](https://wealthtrack.com/pay-attention-to-policy-not-politics/) - [ ] PAY ATTENTION TO POLICY, NOT POLITICS Political drama doesn’t determine: financial plan portfolio direction business climate Policy can determine: Interest rates Taxes Rules and regulations Watch the related WEALTHTRACK episode.
- [HAVE A PLAN TO SAVE REGULARLY](https://wealthtrack.com/have-a-plan-to-save-regularly/) - [ ] HAVE A PLAN TO SAVE REGULARLY Top 10% of savers in every income group consistently held 10-20 times retirement wealth of bottom 10% of savers Watch the related WEALTHTRACK episode.
- [REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS](https://wealthtrack.com/rebalance-some-of-your-u-s-stock-exposure-to-foreign-stocks/) - [ ] REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS U.S. market has outperformed foreign markets over the last decade Trim some U.S. holdings and add to some overseas markets Consider markets you are underexposed to and/or are unpopular Watch the related WEALTHTRACK episode.
- [STICK WITH PUBLICLY TRADED SECURITIES](https://wealthtrack.com/stick-with-publicly-traded-securities/) - [ ] STICK WITH PUBLICLY TRADED SECURITIES Signs of Private Equity Trouble An explosion in the number of private equity firms: 106% increase in PE-backed companies in the decade ending 2017 Net asset value of PE holdings up sevenfold since 2002 Watch the related WEALTHTRACK episode.
- [START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS](https://wealthtrack.com/start-preparing-your-portfolio-for-the-next-ten-years/) - [ ] START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS Market leaders of one decade are frequently laggards of next and vice versa 2010s MARKET LEADERS (12/31/2009-12/31/2019) U.S. Stock Market: Large (S&P 500) +256.4% Mid (S&P 400) +230.6% Small (Russell 2000) +205.5% NETFLIX +4000% 2010s MARKET LAGGARDS (12/31/2009-12/31/2019) Emerging Markets (MSCI Emerging Markets Index)
- [DON’T CHASE PERFORMANCE](https://wealthtrack.com/dont-chase-performance/) - [ ] DON’T CHASE PERFORMANCE Studies show: Individual investors underperform funds they invest in They buy into funds after periods of exceptional performance (buy high) They sell funds after periods of underperformance (sell low) Watch the related WEALTHTRACK episode.
- [GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW](https://wealthtrack.com/give-your-portfolio-a-non-consensus-investing-review/) - [ ] GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals Appreciation Vs. Fundamentals (2019 Performance) S&P 500 +29% capital appreciation S&P 500 +2% earnings per share Watch the related WEALTHTRACK episode.
- [CHECK YOUR ALLOCATION TO STOCKS](https://wealthtrack.com/check-your-allocation-to-stocks/) - [ ] CHECK YOUR ALLOCATION TO STOCKS A big risk for pre-retirees and retirees is a major decline in retirement funds Lack of time to make it up More than one- third of baby boomers’ 401(k)s: +70% in stocks Almost one-tenth of baby boomers’ 401(k)s:100% in stocks Watch the related WEALTHTRACK episode.
- [KNOW YOUR RISK TOLERANCE AS AN INVESTOR](https://wealthtrack.com/know-your-risk-tolerance-as-an-investor/) - [ ] KNOW YOUR RISK TOLERANCE AS AN INVESTOR Understand Your Own Risk Tolerance Put to the Test During Market Turmoil Are You an Investor or a Speculator? Watch the related WEALTHTRACK episode.
- [HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET](https://wealthtrack.com/21429-2/) - [ ] HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET ADD SOME GOLD TO YOUR PORTFOLIO LARGE AND ESTABLISHED GOLD ETFS: SPDR GOLD SHARES ETF (GLD) ISHARES GOLD TRUST ETF (IAU) CASH AND CASH EQUIVALENTS 3 MONTH TREASURY BILLS AND OTHER TREASURY SECURITIES CAN PURCHASE TREASURY SECURITIES DIRECTLY FROM U.S.
- [STAY CAUTIOUS](https://wealthtrack.com/stay-cautious/) - STAY CAUTIOUS No one knows how the global recession will play out Profound changes occurring Time to be prudent and cautious Watch the related WEALTHTRACK episode.
- [REASSESS YOUR EXPENSES](https://wealthtrack.com/reassess-your-expenses/) - [ ] REASSESS YOUR EXPENSES COVID-19 a wakeup call Doing without many activities Many former luxuries, not necessities Watch the related WEALTHTRACK episode.
- [CONSIDER SOME “HOMEBODY” INVESTMENTS](https://wealthtrack.com/consider-some-homebody-investments/) - [ ] CONSIDER SOME “HOMEBODY” INVESTMENTS Rosenberg thesis: Transitioning permanently to more frugal “homebody” economy “HOMEBODY” BENEFICIARIES include: Home OfficeTechnologies (cloud) Telecommunications Utilities Food Suppliers Diversifiers include: - Gold - Treasuries Watch the related WEALTHTRACK episode.
- [STICK WITH YOUR INVESTMENT DISCIPLINE](https://wealthtrack.com/stick-with-your-investment-discipline/) - [ ] STICK WITH YOUR INVESTMENT DISCIPLINE KNOW YOUR RISK TOLERANCE STAY WITH YOUR ASSET ALLOCATION REBALANCE WHEN IT GETS OUT OF WHACK BE DIVERSIFIED AMONG: RISK ASSETS, LIKE STOCKS SAFE ASSETS, LIKE SHORT-TERM TREASURIES HEDGES AGAINST DISASTER, LIKE GOLD Watch the related WEALTHTRACK episode.
- [OWN SOME SAFE HAVEN INVESTMENTS](https://wealthtrack.com/own-some-safe-haven-investments/) - [ ] OWN SOME SAFE HAVEN INVESTMENTS VOLATILITY ON THE UPSWING MORE FREQUENT MARKET DISLOCATIONS GROUP THINK DRIVEN BY ALGORITHMIC TRADING Watch the related WEALTHTRACK episode.
- [DON’T TRY TO TIME THE MARKET!](https://wealthtrack.com/dont-try-to-time-the-market/) - [ ] DON’T TRY TO TIME THE MARKET! S&P 500 Compound Annual Growth Rate (Jan 1, 1995 – May 31, 2020) 7.8% if fully invested 5.9% if you miss 5 best 2.4% if you miss the 20 best trading days 0.6% if you miss the 30 best trading days -1% if you miss the 40
- [READ "COMMON SENSE"](https://wealthtrack.com/read-common-sense/) - [ ] READ Common Sense: The Investor’s Guide to Equality, Opportunity, and Growth “I recommend this book to anyone who cares about these things. It’s not just for investors.” Howard Marks, Co-Founder of Oaktree Capital Management Watch the related WEALTHTRACK episode.
- [DON'T FIGHT THE FED!](https://wealthtrack.com/dont-fight-the-fed/) - [ ] DON'T FIGHT THE FED! OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING! Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO](https://wealthtrack.com/consider-adding-some-international-value-stocks-to-your-portfolio/) - [ ] CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO DECADE OF OUTPERFORMANCE BY U.S. GROWTH STOCKS TIME TO TAKE SOME PROFITS REBALANCE INTO ONE OF MOST OUT OF FAVOR INVESTMENT AREAS INTERNATIONAL VALUE QUALIFIES Watch the related WEALTHTRACK episode.
- [ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO](https://wealthtrack.com/add-some-bond-alternatives-to-your-portfolio/) - [ ] ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO Interest rates at historic lows Federal Reserve intends to keep rates low for the foreseeable future POSSIBLE ALTERNATIVE INCOME SOURCES: Immediate and deferred income annuities Structured notes Dividend-paying stocks Maximizing social security benefits Watch the related WEALTHTRACK episode.
- [OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER](https://wealthtrack.com/own-gold-as-a-long-term-portfolio-diversifier/) - [ ] OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER STRATEGAS ANALYZED GOLD’S CORRELATION TO SEVEN ASSET CLASSES: LARGE CAP, SMALL CAP, INTERNATIONAL EQUITY, EMERGING EQUITY, AGGREGATE BOND, HIGH YIELD, OIL, U.S. DOLLAR HIGHER POSITIVE CORRELATIONS WITH ALL BUT ONE ASSET CLASS OVER LAST YEAR MUCH LOWER CORRELATIONS WITH ALL ASSET CLASSES OVER PREVIOUS TEN YEARS
- [GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS](https://wealthtrack.com/give-your-financial-plan-a-covid-analysis/) - [ ] GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS WHAT PANDEMIC CHANGES CAN YOU APPLY TO YOUR LIFESTYLE? WHICH ACTIVITIES REALLY MATTERED, WHICH DIDN’T? WHICH EXPENDITURES WERE CRITICAL, WHICH WERE SECONDARY? Watch the related WEALTHTRACK episode.
- [CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE](https://wealthtrack.com/consider-adding-some-direct-chinese-exposure/) - [ ] CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE TO YOUR PORTFOLIO THROUGH AN ACTIVELY MANAGED CHINA FUND Combined Chinese Stock Markets Second Largest in World China’s A-share market: Chinese mainland-based companies trading on the Shanghai and Shenzhen exchanges Gradually opening up to foreign investors More A-shares being included in major indexes including MSCI Emerging Markets
- [TAKE SOME RISK OFF THE TABLE](https://wealthtrack.com/take-some-risk-off-the-table/) - [ ] TAKE SOME RISK OFF THE TABLE Market Conditions Flashing Caution Winning By Losing Less: A Tried And True Approach Trim Some Of Your Most Elevated Holdings Watch the related WEALTHTRACK episode.
- [AVOID MARKET TIMING](https://wealthtrack.com/avoid-market-timing/) - [ ] AVOID MARKET TIMING Historical evidence shows market timing leads to significantly lower returns than buy and hold strategy Market timing also leads to increased volatility “...the volatility of investor returns is higher than the corresponding volatility in nearly all specifications.” “Specifications’’ considered: individual stocks, stock mutual funds and stock indexes in U.S. and
- [MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY](https://wealthtrack.com/make-sure-you-are-invested-in-some-beneficiaries-of-an-accelerating-economy/) - [ ] MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY Laggards of last decade coming to life Value stocks should outperform growth Small-caps should outpace large companies International stocks, particularly in emerging markets should lead domestic Watch the related WEALTHTRACK episode.
- [EXTEND YOUR INVESTMENT TIME HORIZON](https://wealthtrack.com/extend-your-investment-time-horizon/) - [ ] EXTEND YOUR INVESTMENT TIME HORIZON PROBABILITY OF A LOSS FOR THE S&P 500 (Rolling Price Returns, Jan 1930 - Jan 2021) 1 day investment = 46% chance of loss 1 year investment = 31% chance of loss 5 year investment = 19% chance of loss 10 year investment = 10% chance of loss
- [David Swensen](https://wealthtrack.com/david-swensen/) - The legendary, long-time manager of the Yale Endowment revolutionized the way endowments and other institutions invest, de-emphasizing stocks and bonds and redirecting funds to long-horizon alternative investments such as hedge funds, private equity, and tangible assets. He cared deeply about helping individuals invest successfully as well. We were honored to have him as a WEALTHTRACK exclusive for two episodes several years ago. WATCH NOW…
- [Equity-Like Returns With Less Than Stock Market Risk](https://wealthtrack.com/equity-like-returns-with-less-than-stock-market-risk/) - “Jack be nimble Jack be quick” isn't a concept one usually associates with long term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for this week’s guest.Steven Romick, who has appeared on WEALTHTRACK since our launch in 2005 rarely does television interviews which is
- [Economic Recovery: Massive Problems Ahead  [2021]](https://wealthtrack.com/economic-recovery-massive-problems-ahead-2021/) - How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now. This week’s WEALTHTRACK guest is looking beyond the current rebound and focusing on what he sees as massive problems which will act as drags on
- [New Opportunities and Challenges for Bond Investors](https://wealthtrack.com/new-opportunities-and-challenges-for-bond-investors/) - Times they are a-changin'…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. All of these developments are creating new opportunities and challenges for bond investors. Bond prices fall when interest rates rise and vice versa. After a 40-year bull market in bonds, with
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- [FINANCIAL SURVIVAL THROUGH AN UNFORESEEN CRISIS WITH TOP FINANCIAL PLANNER MARK CORTAZZO](https://wealthtrack.com/financial-survival-through-an-unforeseen-crisis-with-top-financial-planner-mark-cortazzo/) - COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality. WATCH NOW…
- [Cryptocurrencies Are Suddenly Going  Mainstream](https://wealthtrack.com/cryptocurrencies-are-suddenly-going-mainstream/) - This page is here for technical reasons. Please click here for the episode page.
- [Successful Investing: Time Tested Strategies](https://wealthtrack.com/successful-investing-time-tested-strategies/) - This page is here for technical reasons. Please click here for the episode page.
- [Protecting Portfolios While Participating in the Bull Market](https://wealthtrack.com/protecting-portfolios-while-participating-in-the-bull-market/) - This page is here for technical reasons. Please click here for the episode page.
- [PREPARING FOR THE NEXT CORRECTION WHILE PARTICIPATING IN THE BULL MARKET WITH MATTHEW MCCLENNAN](https://wealthtrack.com/preparing-for-the-next-correction-while-participating-in-the-bull-market-with-matthew-mcclennan/) - With capital preservation a top priority global value investor Matthew McClennan is preparing First Eagle portfolios for the next market correction with hefty gold holdings while participating in the current economic and market boom with economically sensitive stocks. WATCH NOW…
- [Cyclical & Value Stocks Shift is Durable](https://wealthtrack.com/cyclical-value-stocks-shift-is-durable/) - This page is here for technical reasons. Please click here for the episode page.
- [MORNINGSTAR’S JOHN REKENTHALER  EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD](https://wealthtrack.com/morningstars-john-rekenthaler-explains-why-etfs-will-surpass-mutual-funds-as-the-industry-standard/) - Part 2 of 2 John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows. LISTEN NOW…
- [THE MANIPULATION OF STOCKS BY SOCIAL MEDIA INVESTORS IS THE FOCUS OF MORNINGSTAR’S JOHN REKENTHALER](https://wealthtrack.com/the-manipulation-of-stocks-by-social-media-investors-is-the-focus-of-morningstars-john-rekenthaler/) - Part 1 of 2 John Rekenthaler analyzes the influence of the online investment communities that have driven GameStop’s meteoric rise and stunning declines. LISTEN NOW…
- [FINANCIAL THOUGHT LEADER CHARLES ELLIS SHARES HIS GRATITUDE FOR A LIFETIME OF LEARNING & TEACHING](https://wealthtrack.com/financial-thought-leader-charles-ellis-shares-his-gratitude-for-a-lifetime-of-learning-teaching/) - Charles Ellis’ life has been a continuous journey of learning from the smartest investment people in the world. He tells us how sharing the knowledge through teaching and writing gives him such joy. WATCH NOW…
- [Online Investor: Social Media Effect from Robinhood to GameStop](https://wealthtrack.com/online-investor-social-media-effect-from-robinhood-to-gamestop/) - This page is here for technical reasons. Please click here for the episode page.
- [Bitcoin Is One of Many Bubbles of Historic Proportions Today Says Financial Historian James Grant](https://wealthtrack.com/bitcoin-is-one-of-many-bubbles-of-historic-proportions-today-says-financial-historian-james-grant-2/) - This page is here for technical reasons. Please click here for the episode page.
- [Which Investments Are Poised To Do Well In 2021?](https://wealthtrack.com/which-investments-are-poised-to-do-well-in-2021/) - This page is here for technical reasons. Please click here for the episode page.
- [PORTFOLIO DIVERSIFICATION’S FAILURE TO PROTECT IN BEAR MARKETS CALLS FOR A NEW STRATEGY](https://wealthtrack.com/portfolio-diversifications-failure-to-protect-in-bear-markets-calls-for-a-new-strategy/) - Part 1 of 2 Portfolio diversification has not offered much protection in recent bear markets which is why T. Rowe Price’s Sébastien Page says going beyond diversification is key to investment success. WATCH NOW…
- [ROYCE SPECIAL EQUITY FUND’S LEGENDARY CHARLIE DREIFUS EXPLAINS HIS “WINNING BY LOSING LESS” STRATEGY](https://wealthtrack.com/royce-special-equity-funds-legendary-charlie-dreifus-explains-his-winning-by-losing-less-strategy/) - Legendary investor Charlie Dreifus’ half a century of deep-dive accounting work has helped him build focused portfolios that beat the market over multi-year periods by losing less. WATCH NOW…
- [Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy](https://wealthtrack.com/portfolio-diversifications-failure-bear-markets-calls-for-a-new-strategy/) - This page is here for technical reasons. Please click here for the episode page.
- [Dreifus: Build Focused Portfolios That Beat The Market](https://wealthtrack.com/dreifus-build-focused-portfolios-that-beat-the-market/) - This page is here for technical reasons. Please click here for the episode page.
- [Financial To-Do List For A New Year [2021]](https://wealthtrack.com/financial-to-do-list-for-a-new-year-2021/) - This page is here for technical reasons. Please click here for the episode page.
- [Financial Plans: Pandemic Era  Rethink](https://wealthtrack.com/financial-plans-pandemic-era-rethink/) - This page is here for technical reasons. Please click here for the episode page.
- [The Narratives Driving Stock & Real Estate Prices [2021]](https://wealthtrack.com/the-narratives-driving-stock-real-estate-prices-2021/) - This page is here for technical reasons. Please click here for the episode page.
- [Economic Perspective on the Extraordinary Events of 2020](https://wealthtrack.com/economic-perspective-on-the-extraordinary-events-of-2020/) - This page is here for technical reasons. Please click here for the episode page.
- [Medicare & Lockdown: Better than Ever? (U.S.)](https://wealthtrack.com/medicare-lockdown-better-than-ever-u-s/) - This page is here for technical reasons. Please click here for the episode page.
- [LEADING STRATEGIST JASON TRENNERT IDENTIFIES THE POWERFUL, LONG-TERM MACRO TRENDS DRIVING THE MARKETS](https://wealthtrack.com/leading-strategist-jason-trennert-identifies-the-powerful-long-term-macro-trends-driving-the-markets/) - Massive stimulus, big government, low-interest rates are three of the megatrends moving markets. Jason Trennert lists their winners and losers. WATCH NOW…
- [Successful Investing: Timeless Advice](https://wealthtrack.com/successful-investing-timeless-advice/) - This page is here for technical reasons. Please click here for the episode page.
- [TIMELESS STRATEGIES FOR SUCCESSFUL INVESTING FROM LEGENDARY INVESTMENT CONSULTANT CHARLES ELLIS](https://wealthtrack.com/timeless-strategies-for-successful-investing-from-legendary-investment-consultant-charles-ellis/) - “Wall Street's Wisest Man”, legendary investment consultant Charles Ellis, author of the investment classic, Winning the Loser’s Game shares his wisdom exclusively on WEALTHTRACK. WATCH NOW…
- [China’s Economic Comeback Offers Specific Investment  Opportunities](https://wealthtrack.com/chinas-economic-comeback-offers-specific-investment-opportunities/) - This page is here for technical reasons. Please click here for the episode page.
- [Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets](https://wealthtrack.com/massive-stimulus-big-government-low-interest-rates-3-megatrends-moving-markets/) - This page is here for technical reasons. Please click here for the episode page.
- [Portfolio Changes To Make Based On Election Outcome](https://wealthtrack.com/portfolio-changes-to-make-based-on-election-outcome/) - This page is here for technical reasons. Please click here for the episode page.
- [WHY THE 4 FORCES DRIVING THE ECONOMY’S COMEBACK ARE POWERFUL AND SUSTAINABLE](https://wealthtrack.com/why-the-4-forces-driving-the-economys-comeback-are-powerful-and-sustainable/) - Nancy Lazar is optimistic about the economy’s progress based on some unappreciated and under-reported trends she and her team have been tracking both pre-pandemic and now. Be prepared for a fascinating and different analysis of the U.S. economy and why its recovery powers are so strong. WATCH NOW…
- [DEPRESSED GLOBAL VALUE STOCKS REPRESENT A VALUE INVESTOR’S DREAM SAYS FUND MANAGER SARAH KETTERER](https://wealthtrack.com/depressed-global-value-stocks-represent-a-value-investors-dream-says-fund-manager-sarah-ketterer/) - Deep value opportunities with gold rated fund manager Sarah Ketterer. WATCH NOW…
- [NEW ECONOMIC EXPANSION](https://wealthtrack.com/new-economic-expansion/) - Are we in the midst of a new economic expansion and secular bull market? We discuss with Jeffrey Schulze, Director, Investment Strategist at ClearBridge Investments. LISTEN NOW…
- [Deep Value Opportunities](https://wealthtrack.com/deep-value-opportunities/) - This page is here for technical reasons. Please click here for the episode page.
- [4 Forces Driving The Economy: Powerful And Sustainable](https://wealthtrack.com/4-forces-driving-the-economy-powerful-and-sustainable/) - This page is here for technical reasons. Please click here for the episode page.
- [The Feds Importance in Predicting the Markets](https://wealthtrack.com/the-feds-importance-in-predicting-the-markets/) - This page is here for technical reasons. Please click here for the episode page.
- [Shaking Up A Legendary Fund](https://wealthtrack.com/shaking-up-a-legendary-fund/) - This page is here for technical reasons. Please click here for the episode page.
- [NEXT GENERATION GREAT INVESTOR JOSH SPENCER ON TAKING OVER T. ROWE PRICE’S NEW HORIZONS FUND](https://wealthtrack.com/next-generation-great-investor-josh-spencer-on-taking-over-t-rowe-prices-new-horizons-fund/) - How do you successfully take over and run a legendary fund with a 60-year track record of excellence? We are about to find out this week in a rare interview with a fund manager who is doing just that. WATCH NOW…
- [How COVID is Affecting Retirement With Retirement Benefits Expert Mary Beth Franklin](https://wealthtrack.com/how-covid-is-affecting-retirement-with-retirement-benefits-expert-mary-beth-franklin-2/) - This page is here for technical reasons. Please click here for the episode pageHow COVID is Affecting Retirement With Retirement Benefits Expert Mary Beth Franklin.
- [All The Reasons To Be Bullish](https://wealthtrack.com/all-the-reasons-to-be-bullish/) - This page is here for technical reasons. Please click here for the episode page.
- [Crisis Investing: How To Handle The Extremes](https://wealthtrack.com/crisis-investing-how-to-handle-the-extremes/) - This page is here for technical reasons. Please click here for the episode page.
- [CRISIS INVESTING WITH VETERAN PORTFOLIO MANAGER, HERSH COHEN](https://wealthtrack.com/crisis-investing-with-veteran-portfolio-manager-hersh-cohen/) - An exclusive on crisis investing with great investor Hersh Cohen. He shares his perspective gained from 50 plus years of experience. WATCH NOW…
- [Safe Haven Investing in the Bond Market](https://wealthtrack.com/safe-haven-investing-in-the-bond-market/) - This page is here for technical reasons. Please click here for the episode page.
- [Gold as a Long Term Substitute for Cash: Pandemic Uncertainty Risks](https://wealthtrack.com/gold-as-a-long-term-substitute-for-cash-pandemic-uncertainty-risks/) - This page is here for technical reasons. Please click here for the episode page.

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- [Jane Bryant Quinn](https://wealthtrack.com/category/guests/jane-bryant-quinn/)
- [Philippe Brugère-Trélat](https://wealthtrack.com/category/guests/philippe-brugere-trelat/)
- [Spencer Jakab](https://wealthtrack.com/category/guests/spencer-jakab/)
- [Simon Hallett](https://wealthtrack.com/category/guests/simon-hallett/)
- [Jason Brady](https://wealthtrack.com/category/guests/jason-brady/)
- [Robert Aliber](https://wealthtrack.com/category/guests/robert-aliber/)
- [Sarah Ketterer](https://wealthtrack.com/category/guests/sarah-ketterer/)
- [Frederik Axsater](https://wealthtrack.com/category/frederik-axsater/)
- [Working Capital](https://wealthtrack.com/category/work_cap/) - Category for RSS feed to Working Capital Review
- [Charles de Vaulx](https://wealthtrack.com/category/guests/charles-de-vaulx-guests/)
- [Brian Langstraat](https://wealthtrack.com/category/guests/brian-langstraat/)
- [Scott Welch](https://wealthtrack.com/category/guests/scott-welch/)
- [Steven Earhart](https://wealthtrack.com/category/guests/steven-earhart/)
- [Jamie Hopkins](https://wealthtrack.com/category/guests/jamie-hopkins/)
- [David Wallack](https://wealthtrack.com/category/guests/david-wallack/)
- [Jeff Klingelhofer](https://wealthtrack.com/category/guests/jeff-klingelhofer/)
- [Nicholos Venditti](https://wealthtrack.com/category/guests/nicholos-venditti/)
- [John Rogers](https://wealthtrack.com/category/guests/john-rogers/)
- [Season 14](https://wealthtrack.com/category/season-14/)
- [Pamela Norley](https://wealthtrack.com/category/guests/pamela-norley/)
- [Elda Di Re](https://wealthtrack.com/category/guests/elda-di-re/)
- [John Bellows](https://wealthtrack.com/category/guests/john-bellows/)
- [Michael Lippert](https://wealthtrack.com/category/guests/michael-lippert/)
- [Christina Alfandary](https://wealthtrack.com/category/guests/christina-alfandary/)
- [John Streur](https://wealthtrack.com/category/guests/john-streur/)
- [Richard Bookstaber](https://wealthtrack.com/category/guests/richard-bookstaber/)
- [Danton Goei](https://wealthtrack.com/category/guests/danton-goei/)
- [Kristi Mitchem](https://wealthtrack.com/category/guests/kristi-mitchem/)
- [Jeremy Grantham](https://wealthtrack.com/category/guests/jeremy-grantham/)
- [Thomas Atteberry](https://wealthtrack.com/category/guests/thomas-atteberry/)
- [Stuart Lucas](https://wealthtrack.com/category/guests/stuart-lucas/)
- [Andy Augenblick](https://wealthtrack.com/category/guests/andy-augenblick/)
- [Connor Browne](https://wealthtrack.com/category/guests/connor-browne/)
- [John Hathaway](https://wealthtrack.com/category/guests/john-hathaway/)
- [Randy Swan](https://wealthtrack.com/category/guests/randy-swan/)
- [Season 15](https://wealthtrack.com/category/season-15/)
- [Mary Ellen Stanek](https://wealthtrack.com/category/guests/mary-ellen-stanek/)
- [Michael Testorf](https://wealthtrack.com/category/guests/michael-testorf/)
- [Hamilton “Tony” James](https://wealthtrack.com/category/guests/hamilton-tony-james/)
- [Richard Sandor](https://wealthtrack.com/category/guests/richard-sandor/)
- [Don Rissmiller](https://wealthtrack.com/category/guests/don-rissmiller/)
- [Nicholas Bohnsack](https://wealthtrack.com/category/guests/nicholas-bohnsack/)
- [Toby Usnik](https://wealthtrack.com/category/guests/toby-usnik/)
- [William Browne](https://wealthtrack.com/category/guests/william-browne/)
- [John Spears](https://wealthtrack.com/category/guests/john-spears/)
- [Yie-Hsin Hung](https://wealthtrack.com/category/guests/yie-hsin-hung/)
- [Margaret Vitrano](https://wealthtrack.com/category/guests/margaret-vitrano/)
- [Idanna Appio](https://wealthtrack.com/category/guests/idanna-appio/)
- [Tiffany Hsiao](https://wealthtrack.com/category/tiffany-hsiao/)
- [John Neff](https://wealthtrack.com/category/guests/john-neff/)
- [Teresa Ghilarducci](https://wealthtrack.com/category/guests/teresa-ghilarducci/)
- [Alex Umansky](https://wealthtrack.com/category/guests/alex-umansky/)
- [Sébastien Page](https://wealthtrack.com/category/guests/sebastien-page/)
- [Season 18](https://wealthtrack.com/category/season-18/)
- [Ed Yardeni](https://wealthtrack.com/category/guests/ed-yardeni/)
- [Jeff Schulze](https://wealthtrack.com/category/guests/jeff-schulze/)
- [Stephen Liberatore](https://wealthtrack.com/category/guests/stephen-liberatore/)
- [Abby Joseph Cohen](https://wealthtrack.com/category/guests/abby-joseph-cohen/)
- [Kristof Gleich](https://wealthtrack.com/category/guests/kristof-gleich/)
- [Robert Horrocks](https://wealthtrack.com/category/guests/robert-horrocks/)
- [Jack McIntyre](https://wealthtrack.com/category/guests/jack-mcintyre/)
- [Season](https://wealthtrack.com/category/season/)
- [WealthTrack Classic](https://wealthtrack.com/category/wealthtrack-classic/)

## Tags

- [Action Point](https://wealthtrack.com/tag/action-point-2/)
- [Shiller CAPE](https://wealthtrack.com/tag/shiller-cape/)
- [ETF prices](https://wealthtrack.com/tag/etf-prices/)
- [selling off European stocks](https://wealthtrack.com/tag/selling-off-european-stocks/)
- [sustainable growth in emerging markets](https://wealthtrack.com/tag/sustainable-growth-in-emerging-markets/)
- [value creation](https://wealthtrack.com/tag/value-creation/)
- [Spirax-Sarco](https://wealthtrack.com/tag/spirax-sarco/)
- [using income to reduce volatility](https://wealthtrack.com/tag/using-income-to-reduce-volatility/)
- [Indonesia and Malaysia as expensive markets](https://wealthtrack.com/tag/indonesia-and-malaysia-as-expensive-markets/)
- [BRIC](https://wealthtrack.com/tag/bric/)
- [MIST](https://wealthtrack.com/tag/mist/)
- [ASEAN](https://wealthtrack.com/tag/asean/)
- [Jim O'Neill at Goldman Sachs](https://wealthtrack.com/tag/jim-oneill-at-goldman-sachs/)
- [Recordati](https://wealthtrack.com/tag/recordati/)
- [Ashmore Group](https://wealthtrack.com/tag/ashmore-group/)
- [Vanguard Total Stock Market Index](https://wealthtrack.com/tag/vanguard-total-stock-market-index/)
- [Presidential approval rating](https://wealthtrack.com/tag/presidential-approval-rating/)
- [fiscal cliff on Dec 31st](https://wealthtrack.com/tag/fiscal-cliff-on-dec-31st/)
- [end of Bernanke term 2014](https://wealthtrack.com/tag/end-of-bernanke-term-2014/)
- [Obama as familiar vs Romney as unfamiliar](https://wealthtrack.com/tag/obama-as-familiar-vs-romney-as-unfamiliar/)
- [payroll tax relief](https://wealthtrack.com/tag/payroll-tax-relief/)
- [deficit reduction package](https://wealthtrack.com/tag/deficit-reduction-package/)
- [alternative minimum tax](https://wealthtrack.com/tag/alternative-minimum-tax/)
- [Mario Draghi monetary policy](https://wealthtrack.com/tag/mario-draghi-monetary-policy/)
- [expansive Fed policy](https://wealthtrack.com/tag/expansive-fed-policy/)
- [emerging market equities](https://wealthtrack.com/tag/emerging-market-equities/)
- [hard assets that provide inflation protection](https://wealthtrack.com/tag/hard-assets-that-provide-inflation-protection/)
- [what was the closest election in recent history](https://wealthtrack.com/tag/what-was-the-closest-election-in-recent-history/)
- [Black Monday](https://wealthtrack.com/tag/black-monday/)
- [Rudyard Kipling](https://wealthtrack.com/tag/rudyard-kipling/)
- [have the markets changed since 1987](https://wealthtrack.com/tag/have-the-markets-changed-since-1987/)
- [Anheuser-Busch in Brazil](https://wealthtrack.com/tag/anheuser-busch-in-brazil/)
- ["grand experiment of printing money"](https://wealthtrack.com/tag/grand-experiment-of-printing-money/)
- [Ben Bernanke "learning by doing"](https://wealthtrack.com/tag/ben-bernanke-learning-by-doing/)
- [WPP Group](https://wealthtrack.com/tag/wpp-group/)
- [Wal-Mart](https://wealthtrack.com/tag/wal-mart/)
- [compounders](https://wealthtrack.com/tag/compounders/)
- [AIG](https://wealthtrack.com/tag/aig/)
- [Renault](https://wealthtrack.com/tag/renault/)
- [Omnicare](https://wealthtrack.com/tag/omnicare/)
- [emerging market exposure through multinational US companies](https://wealthtrack.com/tag/emerging-market-exposure-through-multinational-us-companies/)
- [farmland as an investment](https://wealthtrack.com/tag/farmland-as-an-investment/)
- [AON](https://wealthtrack.com/tag/aon/)
- [Unilever](https://wealthtrack.com/tag/unilever/)
- [Sears Holdings](https://wealthtrack.com/tag/sears-holdings/)
- [Eddie Lampert](https://wealthtrack.com/tag/eddie-lampert/)
- [Bank of America](https://wealthtrack.com/tag/bank-of-america/)
- [focused funds](https://wealthtrack.com/tag/focused-funds/)
- [Wells Fargo](https://wealthtrack.com/tag/wells-fargo/)
- [financial stocks in the 1990s](https://wealthtrack.com/tag/financial-stocks-in-the-1990s/)
- [Fairholme Fund vs S&P 500](https://wealthtrack.com/tag/fairholme-fund-vs-sp-500/)
- [CIT](https://wealthtrack.com/tag/cit/)
- [AIG book value vs price](https://wealthtrack.com/tag/aig-book-value-vs-price/)
- [Hank Greenberg](https://wealthtrack.com/tag/hank-greenberg/)
- [mall operator Simon](https://wealthtrack.com/tag/mall-operator-simon/)
- [brands owned by Sears](https://wealthtrack.com/tag/brands-owned-by-sears/)
- [underperformance trap](https://wealthtrack.com/tag/underperformance-trap/)
- [Status quo government](https://wealthtrack.com/tag/status-quo-government/)
- [possible outcome of fiscal cliff](https://wealthtrack.com/tag/possible-outcome-of-fiscal-cliff/)
- [Fitch Ratings warning](https://wealthtrack.com/tag/fitch-ratings-warning/)
- [debt limit negotiations](https://wealthtrack.com/tag/debt-limit-negotiations/)
- [$16 trillion debt ceiling](https://wealthtrack.com/tag/16-trillion-debt-ceiling/)
- [likelihood of grand bargain](https://wealthtrack.com/tag/likelihood-of-grand-bargain/)
- [sequestration](https://wealthtrack.com/tag/sequestration/)
- [end of Bernanke term](https://wealthtrack.com/tag/end-of-bernanke-term/)
- [impact of Affordable Care Act](https://wealthtrack.com/tag/impact-of-affordable-care-act/)
- [Dodd-Frank](https://wealthtrack.com/tag/dodd-frank/)
- [new tax rate on dividends](https://wealthtrack.com/tag/new-tax-rate-on-dividends/)
- [natural gas production in North Dakota](https://wealthtrack.com/tag/natural-gas-production-in-north-dakota/)
- [Mohamed El-Erian](https://wealthtrack.com/tag/mohamed-el-erian/)
- [Keystone Pipeline](https://wealthtrack.com/tag/keystone-pipeline/)
- ["least dirty shirt in the laundry"](https://wealthtrack.com/tag/least-dirty-shirt-in-the-laundry/)
- [iShares S&P 100 Index](https://wealthtrack.com/tag/ishares-sp-100-index/)
- [stimulative policy initiatives](https://wealthtrack.com/tag/stimulative-policy-initiatives/)
- [U S fiscal cliff](https://wealthtrack.com/tag/u-s-fiscal-cliff/)
- ["cult of equity is dying"](https://wealthtrack.com/tag/cult-of-equity-is-dying/)
- [erosion of principal](https://wealthtrack.com/tag/erosion-of-principal/)
- [Canadian Natural Resources](https://wealthtrack.com/tag/canadian-natural-resources/)
- [trifecta for value investors](https://wealthtrack.com/tag/trifecta-for-value-investors/)
- [Benjamin Graham](https://wealthtrack.com/tag/benjamin-graham/)
- [Mr Market](https://wealthtrack.com/tag/mr-market/)
- [Schindler elevator company](https://wealthtrack.com/tag/schindler-elevator-company/)
- [Richemont](https://wealthtrack.com/tag/richemont/)
- [Cartier](https://wealthtrack.com/tag/cartier/)
- [Swatch](https://wealthtrack.com/tag/swatch/)
- [Jardine Matheson](https://wealthtrack.com/tag/jardine-matheson/)
- [Nestle](https://wealthtrack.com/tag/nestle/)
- [Pfizer](https://wealthtrack.com/tag/pfizer/)
- [BAT](https://wealthtrack.com/tag/bat/)
- [Altria](https://wealthtrack.com/tag/altria/)
- [Philip Morris](https://wealthtrack.com/tag/philip-morris/)
- [Berkshire Hathaway](https://wealthtrack.com/tag/berkshire-hathaway/)
- [Apple](https://wealthtrack.com/tag/apple/)
- [Google](https://wealthtrack.com/tag/google/)
- [MasterCard](https://wealthtrack.com/tag/mastercard/)
- [Wintergreen Fund](https://wealthtrack.com/tag/wintergreen-fund/)
- [First Eagle Global Fund](https://wealthtrack.com/tag/first-eagle-global-fund/)
- ["central bankers have morphed into central planners"](https://wealthtrack.com/tag/central-bankers-have-morphed-into-central-planners/)
- [Bernanke's Jackson Hole](https://wealthtrack.com/tag/bernankes-jackson-hole/)
- [Wyoming speech](https://wealthtrack.com/tag/wyoming-speech/)
- [Fed price controls](https://wealthtrack.com/tag/fed-price-controls/)
- ["student of the Great Depression"](https://wealthtrack.com/tag/student-of-the-great-depression/)
- [law of intended or unintended consequences](https://wealthtrack.com/tag/law-of-intended-or-unintended-consequences/)
- [effect of low interest rates on Chinese creditors](https://wealthtrack.com/tag/effect-of-low-interest-rates-on-chinese-creditors/)
- [Adam Smith](https://wealthtrack.com/tag/adam-smith/)
- [General Motors](https://wealthtrack.com/tag/general-motors/)
- [permanent impairment of capital](https://wealthtrack.com/tag/permanent-impairment-of-capital/)
- [European sovereign credit](https://wealthtrack.com/tag/european-sovereign-credit/)
- [prime rate funds](https://wealthtrack.com/tag/prime-rate-funds/)
- [Eaton Vance](https://wealthtrack.com/tag/eaton-vance/)
- [REITs](https://wealthtrack.com/tag/reits/)
- [Annaly Capital Management](https://wealthtrack.com/tag/annaly-capital-management/)
- [American Capital Agency](https://wealthtrack.com/tag/american-capital-agency/)
- [Hatteras Financial](https://wealthtrack.com/tag/hatteras-financial/)
- [MFA](https://wealthtrack.com/tag/mfa/)
- [Vanguard REIT ETF](https://wealthtrack.com/tag/vanguard-reit-etf/)
- [corporate sustainability reports](https://wealthtrack.com/tag/corporate-sustainability-reports/)
- [Coca-Cola](https://wealthtrack.com/tag/coca-cola/)
- [International Paper](https://wealthtrack.com/tag/international-paper/)
- [Oracle](https://wealthtrack.com/tag/oracle/)
- [Shell Oil](https://wealthtrack.com/tag/shell-oil/)
- [ESG screens](https://wealthtrack.com/tag/esg-screens/)
- [Morgan Stanley Smith Barney’s “Investing with Impact” platform](https://wealthtrack.com/tag/morgan-stanley-smith-barneys-investing-with-impact-platform/)
- [Gen Y as green](https://wealthtrack.com/tag/gen-y-as-green/)
- [sustainability as part of business longevity](https://wealthtrack.com/tag/sustainability-as-part-of-business-longevity/)
- [Microsoft](https://wealthtrack.com/tag/microsoft/)
- [Intel](https://wealthtrack.com/tag/intel/)
- [Cisco](https://wealthtrack.com/tag/cisco/)
- [Intel as largest buyer of renewable energy](https://wealthtrack.com/tag/intel-as-largest-buyer-of-renewable-energy/)
- [Rainforest Action Network](https://wealthtrack.com/tag/rainforest-action-network/)
- [Natural Resources Defense Council](https://wealthtrack.com/tag/natural-resources-defense-council/)
- [incorporating ESG into portfolios](https://wealthtrack.com/tag/incorporating-esg-into-portfolios/)
- [greenwashing](https://wealthtrack.com/tag/greenwashing/)
- [Corporate Sustainability and Responsibility Report (CSR)](https://wealthtrack.com/tag/corporate-sustainability-and-responsibility-report-csr/)
- [CEO compensation as part of ESG screens](https://wealthtrack.com/tag/ceo-compensation-as-part-of-esg-screens/)
- [Sherwin Williams](https://wealthtrack.com/tag/sherwin-williams/)
- [Warren Buffett](https://wealthtrack.com/tag/warren-buffett/)
- [Cree](https://wealthtrack.com/tag/cree/)
- [Zipcar](https://wealthtrack.com/tag/zipcar/)
- [FTSE KLD 400 Social Index](https://wealthtrack.com/tag/ftse-kld-400-social-index/)
- [TIAA-CREF](https://wealthtrack.com/tag/tiaa-cref/)
- [Neuberger Berman](https://wealthtrack.com/tag/neuberger-berman/)
- [corporate responsibility](https://wealthtrack.com/tag/corporate-responsibility/)
- [Social Investment Forum Foundation](https://wealthtrack.com/tag/social-investment-forum-foundation/)
- [socially responsible screens for Russell 3000](https://wealthtrack.com/tag/socially-responsible-screens-for-russell-3000/)
- [sector leaders with ESG](https://wealthtrack.com/tag/sector-leaders-with-esg/)
- [industry-specific ESG screens](https://wealthtrack.com/tag/industry-specific-esg-screens/)
- [risk perspectives and ESG](https://wealthtrack.com/tag/risk-perspectives-and-esg/)
- [portfolio turnover](https://wealthtrack.com/tag/portfolio-turnover/)
- [Texas Instruments](https://wealthtrack.com/tag/texas-instruments/)
- [American Express](https://wealthtrack.com/tag/american-express/)
- [diversity in management](https://wealthtrack.com/tag/diversity-in-management/)
- [only 16% women on corporate boards](https://wealthtrack.com/tag/only-16-women-on-corporate-boards/)
- [SRI as hallmark of quality](https://wealthtrack.com/tag/sri-as-hallmark-of-quality/)
- [impact investing in multiple asset classes](https://wealthtrack.com/tag/impact-investing-in-multiple-asset-classes/)
- [community development financial institutions.](https://wealthtrack.com/tag/community-development-financial-institutions/)
- [Gluskin Sheff](https://wealthtrack.com/tag/gluskin-sheff/)
- [deleveraging in U.S.](https://wealthtrack.com/tag/deleveraging-in-u-s/)
- [economic recovery as V-shaped](https://wealthtrack.com/tag/economic-recovery-as-v-shaped/)
- [law of diminishing returns](https://wealthtrack.com/tag/law-of-diminishing-returns/)
- [cusp of another recession](https://wealthtrack.com/tag/cusp-of-another-recession/)
- [getting paid to take on risk](https://wealthtrack.com/tag/getting-paid-to-take-on-risk/)
- [high yield bond market priced for bad economic outcome](https://wealthtrack.com/tag/high-yield-bond-market-priced-for-bad-economic-outcome/)
- [corporate sector in better shape than government sector](https://wealthtrack.com/tag/corporate-sector-in-better-shape-than-government-sector/)
- [buying corporate bonds](https://wealthtrack.com/tag/buying-corporate-bonds/)
- [master limited partnerships](https://wealthtrack.com/tag/master-limited-partnerships/)
- [hedge fund long-short strategies](https://wealthtrack.com/tag/hedge-fund-long-short-strategies/)
- [Eurozone breakup committees](https://wealthtrack.com/tag/eurozone-breakup-committees/)
- [SIRP- safety and income at a reasonable price](https://wealthtrack.com/tag/sirp-safety-and-income-at-a-reasonable-price/)
- [premium income](https://wealthtrack.com/tag/premium-income/)
- [consumer frugality](https://wealthtrack.com/tag/consumer-frugality/)
- [Home Depot](https://wealthtrack.com/tag/home-depot/)
- [Family Dollar Stores](https://wealthtrack.com/tag/family-dollar-stores/)
- [regulated utilities](https://wealthtrack.com/tag/regulated-utilities/)
- [resources as a portfolio hedge.](https://wealthtrack.com/tag/resources-as-a-portfolio-hedge/)
- [BlackRock](https://wealthtrack.com/tag/blackrock/)
- [consumer confidence is an oxymoron](https://wealthtrack.com/tag/consumer-confidence-is-an-oxymoron/)
- [investor pessimism in the U.S.](https://wealthtrack.com/tag/investor-pessimism-in-the-u-s/)
- [companies increasing dividends](https://wealthtrack.com/tag/companies-increasing-dividends/)
- [financial markets pricing in risk](https://wealthtrack.com/tag/financial-markets-pricing-in-risk/)
- [more frequent and less severe recessions](https://wealthtrack.com/tag/more-frequent-and-less-severe-recessions/)
- [fiscal cliff](https://wealthtrack.com/tag/fiscal-cliff/)
- [corporations buying back stocks](https://wealthtrack.com/tag/corporations-buying-back-stocks/)
- [investment strategy matching your liabilities](https://wealthtrack.com/tag/investment-strategy-matching-your-liabilities/)
- [income streams from corporate portfolios](https://wealthtrack.com/tag/income-streams-from-corporate-portfolios/)
- [United Healthcare](https://wealthtrack.com/tag/united-healthcare/)
- [Lilly](https://wealthtrack.com/tag/lilly/)
- [Chevron](https://wealthtrack.com/tag/chevron/)
- [Apache](https://wealthtrack.com/tag/apache/)
- [healthcare as a defensive sector](https://wealthtrack.com/tag/healthcare-as-a-defensive-sector/)
- [U.S. companies with great cash flow.](https://wealthtrack.com/tag/u-s-companies-with-great-cash-flow/)
- [Wolfe Trahan](https://wealthtrack.com/tag/wolfe-trahan/)
- [U.S. Housing Affordability Index](https://wealthtrack.com/tag/u-s-housing-affordability-index/)
- [Price Index for Personal Consumption Expenditures](https://wealthtrack.com/tag/price-index-for-personal-consumption-expenditures/)
- [”inflation is the new Fed Funds rate”](https://wealthtrack.com/tag/inflation-is-the-new-fed-funds-rate/)
- [inflation as a barometer of the economy](https://wealthtrack.com/tag/inflation-as-a-barometer-of-the-economy/)
- [Purchasing Managers Index](https://wealthtrack.com/tag/purchasing-managers-index/)
- [National Association of Home Builders Index](https://wealthtrack.com/tag/national-association-of-home-builders-index/)
- [Empire Fed Index for July 2012](https://wealthtrack.com/tag/empire-fed-index-for-july-2012/)
- [Philly Fed Index for July 2012](https://wealthtrack.com/tag/philly-fed-index-for-july-2012/)
- [possibility of S&P 500 selloff](https://wealthtrack.com/tag/possibility-of-sp-500-selloff/)
- [CDS spreads in Europe](https://wealthtrack.com/tag/cds-spreads-in-europe/)
- [possible all-time high for S&P 500 in 2012](https://wealthtrack.com/tag/possible-all-time-high-for-sp-500-in-2012/)
- [Nikkei rally in lower inflation](https://wealthtrack.com/tag/nikkei-rally-in-lower-inflation/)
- [is buy-and-hold strategy dead](https://wealthtrack.com/tag/is-buy-and-hold-strategy-dead/)
- [Simpson Bowles plan](https://wealthtrack.com/tag/simpson-bowles-plan/)
- [energy prices more important than food prices](https://wealthtrack.com/tag/energy-prices-more-important-than-food-prices/)
- [dividend paying stocks](https://wealthtrack.com/tag/dividend-paying-stocks/)
- [Vanguard Dividend Appreciation Fund.](https://wealthtrack.com/tag/vanguard-dividend-appreciation-fund/)
- [Kessler Investment Advisors](https://wealthtrack.com/tag/kessler-investment-advisors/)
- [The Kessler Companies](https://wealthtrack.com/tag/the-kessler-companies/)
- [Eurozone anchor of stability](https://wealthtrack.com/tag/eurozone-anchor-of-stability/)
- [S&P Dividend Aristocrats](https://wealthtrack.com/tag/sp-dividend-aristocrats/)
- [PIMCO Total Return Fund](https://wealthtrack.com/tag/pimco-total-return-fund/)
- [negative interest rate on short term government debt](https://wealthtrack.com/tag/negative-interest-rate-on-short-term-government-debt/)
- [can treasury rates go lower](https://wealthtrack.com/tag/can-treasury-rates-go-lower/)
- [stimulus causing inflation](https://wealthtrack.com/tag/stimulus-causing-inflation/)
- [Philadelphia Fed Index](https://wealthtrack.com/tag/philadelphia-fed-index/)
- [negative job growth](https://wealthtrack.com/tag/negative-job-growth/)
- [differentiating between investments and savings](https://wealthtrack.com/tag/differentiating-between-investments-and-savings/)
- [zero coupon U.S. Treasuries better than stock market returns](https://wealthtrack.com/tag/zero-coupon-u-s-treasuries-better-than-stock-market-returns/)
- [holding treasuries in a retirement fund.](https://wealthtrack.com/tag/holding-treasuries-in-a-retirement-fund/)
- [MACRO Consulting](https://wealthtrack.com/tag/macro-consulting/)
- [Flat Fee Portfolios](https://wealthtrack.com/tag/flat-fee-portfolios/)
- [Greenwich Associates](https://wealthtrack.com/tag/greenwich-associates/)
- [Partners of ‘63](https://wealthtrack.com/tag/partners-of-63/)
- [investment management fees](https://wealthtrack.com/tag/investment-management-fees/)
- [CalPERS](https://wealthtrack.com/tag/calpers/)
- [1% fees on returns](https://wealthtrack.com/tag/1-fees-on-returns/)
- [hidden fee schedules](https://wealthtrack.com/tag/hidden-fee-schedules/)
- [blended fees](https://wealthtrack.com/tag/blended-fees/)
- [global investment fees](https://wealthtrack.com/tag/global-investment-fees/)
- [index based portfolios](https://wealthtrack.com/tag/index-based-portfolios/)
- [active vs. passive management](https://wealthtrack.com/tag/active-vs-passive-management/)
- [actively managed funds that underperform their benchmark](https://wealthtrack.com/tag/actively-managed-funds-that-underperform-their-benchmark/)
- [12(b)(1) fees](https://wealthtrack.com/tag/12b1-fees/)
- [questions to ask your investment manager](https://wealthtrack.com/tag/questions-to-ask-your-investment-manager/)
- [Vanguard](https://wealthtrack.com/tag/vanguard/)
- [DFA](https://wealthtrack.com/tag/dfa/)
- [Capital Group](https://wealthtrack.com/tag/capital-group/)
- [T. Rowe Price](https://wealthtrack.com/tag/t-rowe-price/)
- [Dodge & Cox](https://wealthtrack.com/tag/dodge-cox/)
- [American Funds](https://wealthtrack.com/tag/american-funds/)
- [tax efficiency of passive investment](https://wealthtrack.com/tag/tax-efficiency-of-passive-investment/)
- [FDIC-insured money markets](https://wealthtrack.com/tag/fdic-insured-money-markets/)
- [fees as a percentage of your portfolio.](https://wealthtrack.com/tag/fees-as-a-percentage-of-your-portfolio/)
- [InvestmentNews](https://wealthtrack.com/tag/investmentnews/)
- [maximizing social security](https://wealthtrack.com/tag/maximizing-social-security/)
- [Employee Benefit Research Institute (EBRI)](https://wealthtrack.com/tag/employee-benefit-research-institute-ebri/)
- [Kiplinger’s Personal Finance](https://wealthtrack.com/tag/kiplingers-personal-finance/)
- [Kiplinger’s annual retirement issue](https://wealthtrack.com/tag/kiplingers-annual-retirement-issue/)
- [increased benefits for delaying social security](https://wealthtrack.com/tag/increased-benefits-for-delaying-social-security/)
- [social security earnings cap](https://wealthtrack.com/tag/social-security-earnings-cap/)
- [changing retirement age](https://wealthtrack.com/tag/changing-retirement-age/)
- [spousal and survivor benefits](https://wealthtrack.com/tag/spousal-and-survivor-benefits/)
- [file and suspend strategy](https://wealthtrack.com/tag/file-and-suspend-strategy/)
- [claiming ex-spousal benefits from social security](https://wealthtrack.com/tag/claiming-ex-spousal-benefits-from-social-security/)
- [AARP](https://wealthtrack.com/tag/aarp/)
- [SocialSecuritySolutions.com](https://wealthtrack.com/tag/socialsecuritysolutions-com/)
- [future of social security](https://wealthtrack.com/tag/future-of-social-security/)
- [social security do-over Images](https://wealthtrack.com/tag/social-security-do-over-images/)
- [Legg Mason Capital Management](https://wealthtrack.com/tag/legg-mason-capital-management/)
- [The Success Equation](https://wealthtrack.com/tag/the-success-equation/)
- [More Than You Know](https://wealthtrack.com/tag/more-than-you-know/)
- [skill vs. luck in investing](https://wealthtrack.com/tag/skill-vs-luck-in-investing/)
- [Stephen Jay Gould](https://wealthtrack.com/tag/stephen-jay-gould/)
- [Ted Williams batting average](https://wealthtrack.com/tag/ted-williams-batting-average/)
- [paradox of skill](https://wealthtrack.com/tag/paradox-of-skill/)
- [the interpreter in the brain](https://wealthtrack.com/tag/the-interpreter-in-the-brain/)
- [buy high sell low](https://wealthtrack.com/tag/buy-high-sell-low/)
- [investment edge](https://wealthtrack.com/tag/investment-edge/)
- [heuristics and biases](https://wealthtrack.com/tag/heuristics-and-biases/)
- [overconfidence in investing](https://wealthtrack.com/tag/overconfidence-in-investing/)
- [David Swensen](https://wealthtrack.com/tag/david-swensen/)
- [managing for the profession instead of the business](https://wealthtrack.com/tag/managing-for-the-profession-instead-of-the-business/)
- [active share](https://wealthtrack.com/tag/active-share/)
- [zero active share](https://wealthtrack.com/tag/zero-active-share/)
- [tracking error](https://wealthtrack.com/tag/tracking-error/)
- [macro matters](https://wealthtrack.com/tag/macro-matters/)
- [Phil Tetlock](https://wealthtrack.com/tag/phil-tetlock/)
- [Michael Lewis](https://wealthtrack.com/tag/michael-lewis/)
- [Moneyball](https://wealthtrack.com/tag/moneyball/)
- [dollar cost averaging](https://wealthtrack.com/tag/dollar-cost-averaging/)
- [peak age for investment decisions](https://wealthtrack.com/tag/peak-age-for-investment-decisions/)
- [The Truth About Costs](https://wealthtrack.com/tag/the-truth-about-costs/)
- [The Botsford Group](https://wealthtrack.com/tag/the-botsford-group/)
- [Retirement Confidence Survey](https://wealthtrack.com/tag/retirement-confidence-survey/)
- [EBRI](https://wealthtrack.com/tag/ebri/)
- [long-term care insurance](https://wealthtrack.com/tag/long-term-care-insurance/)
- [Johnson & Johnson](https://wealthtrack.com/tag/johnson-johnson/)
- [Procter & Gamble](https://wealthtrack.com/tag/procter-gamble/)
- [Harvard University](https://wealthtrack.com/tag/harvard-university/)
- [Oxford University](https://wealthtrack.com/tag/oxford-university/)
- [Civilization: The West and the Rest](https://wealthtrack.com/tag/civilization-the-west-and-the-rest/)
- [U.S. contribution to world GDP](https://wealthtrack.com/tag/u-s-contribution-to-world-gdp/)
- [Western ascendance](https://wealthtrack.com/tag/western-ascendance/)
- [six killer applications: competition](https://wealthtrack.com/tag/six-killer-applications-competition/)
- [scientific revolution](https://wealthtrack.com/tag/scientific-revolution/)
- [private property rights as the basis for rule of law](https://wealthtrack.com/tag/private-property-rights-as-the-basis-for-rule-of-law/)
- [modern medicine](https://wealthtrack.com/tag/modern-medicine/)
- [Western work ethic consumer culture; Industrial Revolution](https://wealthtrack.com/tag/western-work-ethic-consumer-culture-industrial-revolution/)
- [Greater China’s GDP](https://wealthtrack.com/tag/greater-chinas-gdp/)
- [educational attainment](https://wealthtrack.com/tag/educational-attainment/)
- [QE2 effect on commodity prices](https://wealthtrack.com/tag/qe2-effect-on-commodity-prices/)
- [commodity bubble](https://wealthtrack.com/tag/commodity-bubble/)
- [inflation in China](https://wealthtrack.com/tag/inflation-in-china/)
- [Baidu.](https://wealthtrack.com/tag/baidu/)
- [Fort Washington Investment Advisors](https://wealthtrack.com/tag/fort-washington-investment-advisors/)
- [SAIS](https://wealthtrack.com/tag/sais/)
- [International Monetary Fund](https://wealthtrack.com/tag/international-monetary-fund/)
- [Lehman Brothers](https://wealthtrack.com/tag/lehman-brothers/)
- [market lows of March 2009](https://wealthtrack.com/tag/market-lows-of-march-2009/)
- [risk on/risk off markets](https://wealthtrack.com/tag/risk-onrisk-off-markets/)
- [Greek debt crisis](https://wealthtrack.com/tag/greek-debt-crisis/)
- [impact of additional Fed stimulus](https://wealthtrack.com/tag/impact-of-additional-fed-stimulus/)
- [excess reserves in banks](https://wealthtrack.com/tag/excess-reserves-in-banks/)
- [investors looking to policy makers](https://wealthtrack.com/tag/investors-looking-to-policy-makers/)
- [Euro-TARP program](https://wealthtrack.com/tag/euro-tarp-program/)
- [European Summit](https://wealthtrack.com/tag/european-summit/)
- [chances of Greece exiting the Euro zone](https://wealthtrack.com/tag/chances-of-greece-exiting-the-euro-zone/)
- [soft landing for China](https://wealthtrack.com/tag/soft-landing-for-china/)
- [China as driver in commodity markers](https://wealthtrack.com/tag/china-as-driver-in-commodity-markers/)
- [high quality European stocks](https://wealthtrack.com/tag/high-quality-european-stocks/)
- [Mutual European](https://wealthtrack.com/tag/mutual-european/)
- [Sir John Templeton](https://wealthtrack.com/tag/sir-john-templeton/)
- [buy at points of maximum pessimism.](https://wealthtrack.com/tag/buy-at-points-of-maximum-pessimism/)
- [Morgan Stanley](https://wealthtrack.com/tag/morgan-stanley/)
- [Bill Gross](https://wealthtrack.com/tag/bill-gross/)
- [Jeremy Siegel](https://wealthtrack.com/tag/jeremy-siegel/)
- [Stocks for the Long Run](https://wealthtrack.com/tag/stocks-for-the-long-run/)
- [Bianco Research](https://wealthtrack.com/tag/bianco-research/)
- [The Little Book That Saves Your Assets](https://wealthtrack.com/tag/the-little-book-that-saves-your-assets/)
- [high frequency trading and flash crashes](https://wealthtrack.com/tag/high-frequency-trading-and-flash-crashes/)
- [demographics/globalization/technology changing investing](https://wealthtrack.com/tag/demographicsglobalizationtechnology-changing-investing/)
- [buy and hold strategy](https://wealthtrack.com/tag/buy-and-hold-strategy/)
- [purchasing power of baby boomers](https://wealthtrack.com/tag/purchasing-power-of-baby-boomers/)
- [global gorillas](https://wealthtrack.com/tag/global-gorillas/)
- [high quality global companies with shareholder-friendly policies](https://wealthtrack.com/tag/high-quality-global-companies-with-shareholder-friendly-policies/)
- [investing in clean water](https://wealthtrack.com/tag/investing-in-clean-water/)
- [balancing assets according to age](https://wealthtrack.com/tag/balancing-assets-according-to-age/)
- [First Eagle Funds](https://wealthtrack.com/tag/first-eagle-funds/)
- [Apple dividends](https://wealthtrack.com/tag/apple-dividends/)
- [Market Volatility Index](https://wealthtrack.com/tag/market-volatility-index/)
- [macroeconomic tectonic plates](https://wealthtrack.com/tag/macroeconomic-tectonic-plates/)
- [U.S. gross national savings](https://wealthtrack.com/tag/u-s-gross-national-savings/)
- [macroeconomic issues creating social issues](https://wealthtrack.com/tag/macroeconomic-issues-creating-social-issues/)
- [risk as capital impairment](https://wealthtrack.com/tag/risk-as-capital-impairment/)
- [permanent vs. temporary impairment of value](https://wealthtrack.com/tag/permanent-vs-temporary-impairment-of-value/)
- [scarcity of tangible assets](https://wealthtrack.com/tag/scarcity-of-tangible-assets/)
- [gold as nature’s currency](https://wealthtrack.com/tag/gold-as-natures-currency/)
- [gold trading at a premium](https://wealthtrack.com/tag/gold-trading-at-a-premium/)
- [intangible assets of a company](https://wealthtrack.com/tag/intangible-assets-of-a-company/)
- [FANUC](https://wealthtrack.com/tag/fanuc/)
- [capital structure in crisis](https://wealthtrack.com/tag/capital-structure-in-crisis/)
- [SPDR Gold Shares](https://wealthtrack.com/tag/spdr-gold-shares/)
- [iShares Timber & Forestry Index](https://wealthtrack.com/tag/ishares-timber-forestry-index/)
- [YMCA of Greater New York](https://wealthtrack.com/tag/ymca-of-greater-new-york/)
- [The Clark Foundation](https://wealthtrack.com/tag/the-clark-foundation/)
- [Giving USA](https://wealthtrack.com/tag/giving-usa/)
- [philanthropy as an investment](https://wealthtrack.com/tag/philanthropy-as-an-investment/)
- [increase in donor advised funds and private foundations](https://wealthtrack.com/tag/increase-in-donor-advised-funds-and-private-foundations/)
- [Bill Gates](https://wealthtrack.com/tag/bill-gates/)
- [donors researching charities](https://wealthtrack.com/tag/donors-researching-charities/)
- [Meals on Wheels](https://wealthtrack.com/tag/meals-on-wheels/)
- [measuring philanthropy effectiveness](https://wealthtrack.com/tag/measuring-philanthropy-effectiveness/)
- [annual reports vs. strategic plans](https://wealthtrack.com/tag/annual-reports-vs-strategic-plans/)
- [990s](https://wealthtrack.com/tag/990s/)
- [philanthropy management practices](https://wealthtrack.com/tag/philanthropy-management-practices/)
- [increase in electronic giving](https://wealthtrack.com/tag/increase-in-electronic-giving/)
- [charitable deductions](https://wealthtrack.com/tag/charitable-deductions/)
- [premium](https://wealthtrack.com/tag/premium-2/)
- [ISI Group](https://wealthtrack.com/tag/isi-group/)
- [BlackRock Global Allocation Fund](https://wealthtrack.com/tag/blackrock-global-allocation-fund/)
- [investment game changers in 2013](https://wealthtrack.com/tag/investment-game-changers-in-2013/)
- [youth unemployment in Spain](https://wealthtrack.com/tag/youth-unemployment-in-spain/)
- [ECB](https://wealthtrack.com/tag/ecb/)
- [Mario Draghi](https://wealthtrack.com/tag/mario-draghi/)
- [equity exposure to Germany](https://wealthtrack.com/tag/equity-exposure-to-germany/)
- [Japan as a China play](https://wealthtrack.com/tag/japan-as-a-china-play/)
- [Shinzo Abe](https://wealthtrack.com/tag/shinzo-abe/)
- [weakening of the yen](https://wealthtrack.com/tag/weakening-of-the-yen/)
- [Japanese Central Bank](https://wealthtrack.com/tag/japanese-central-bank/)
- [illiquidity in Japanese stock market](https://wealthtrack.com/tag/illiquidity-in-japanese-stock-market/)
- [U.S. energy independence](https://wealthtrack.com/tag/u-s-energy-independence/)
- [fracking](https://wealthtrack.com/tag/fracking/)
- [Wisdom Tree Japanese Equity](https://wealthtrack.com/tag/wisdom-tree-japanese-equity/)
- [Shanghai Composite ETF](https://wealthtrack.com/tag/shanghai-composite-etf/)
- [Global Allocation Fund](https://wealthtrack.com/tag/global-allocation-fund/)
- [rising global stock markets](https://wealthtrack.com/tag/rising-global-stock-markets/)
- [John Paulson](https://wealthtrack.com/tag/john-paulson/)
- [2012 market calls](https://wealthtrack.com/tag/2012-market-calls/)
- [European Central Bank](https://wealthtrack.com/tag/european-central-bank/)
- [Congress and the fiscal cliff](https://wealthtrack.com/tag/congress-and-the-fiscal-cliff/)
- [climbing the wall of worry](https://wealthtrack.com/tag/climbing-the-wall-of-worry/)
- [return objectives in the bond market](https://wealthtrack.com/tag/return-objectives-in-the-bond-market/)
- [dividend yields above government bond yields](https://wealthtrack.com/tag/dividend-yields-above-government-bond-yields/)
- [S&P profit margins near peak](https://wealthtrack.com/tag/sp-profit-margins-near-peak/)
- [Operation Twist](https://wealthtrack.com/tag/operation-twist/)
- [Caterpillar](https://wealthtrack.com/tag/caterpillar/)
- [Ralph Lauren](https://wealthtrack.com/tag/ralph-lauren/)
- [Total](https://wealthtrack.com/tag/total/)
- [Peter Bernstein](https://wealthtrack.com/tag/peter-bernstein/)
- [MIT Laboratory for Financial Engineering](https://wealthtrack.com/tag/mit-laboratory-for-financial-engineering/)
- [AlphaSimplex Group](https://wealthtrack.com/tag/alphasimplex-group/)
- [Natixis ASG Global Alternatives Fund](https://wealthtrack.com/tag/natixis-asg-global-alternatives-fund/)
- [A Non-Random Walk Down Wall Street](https://wealthtrack.com/tag/a-non-random-walk-down-wall-street/)
- [percentage of U.S. equity funds that outperformed their benchmark](https://wealthtrack.com/tag/percentage-of-u-s-equity-funds-that-outperformed-their-benchmark/)
- [Dodd-Frank Act](https://wealthtrack.com/tag/dodd-frank-act/)
- [S&P 500 volatility](https://wealthtrack.com/tag/sp-500-volatility/)
- [Fed keeping monetary policy loose](https://wealthtrack.com/tag/fed-keeping-monetary-policy-loose/)
- [target unemployment](https://wealthtrack.com/tag/target-unemployment/)
- [increasingly complex markets](https://wealthtrack.com/tag/increasingly-complex-markets/)
- [Jack Bogle](https://wealthtrack.com/tag/jack-bogle/)
- [active vs. passive investing](https://wealthtrack.com/tag/active-vs-passive-investing/)
- [figuring out your risk tolerance](https://wealthtrack.com/tag/figuring-out-your-risk-tolerance/)
- [diversification through commodities and currencies and corporate bonds](https://wealthtrack.com/tag/diversification-through-commodities-and-currencies-and-corporate-bonds/)
- [managed futures](https://wealthtrack.com/tag/managed-futures/)
- [crisis alpha](https://wealthtrack.com/tag/crisis-alpha/)
- [Western and Southern Financial Group](https://wealthtrack.com/tag/western-and-southern-financial-group/)
- [New York Life Insurance Company](https://wealthtrack.com/tag/new-york-life-insurance-company/)
- [New York Life Investments Group](https://wealthtrack.com/tag/new-york-life-investments-group/)
- [housing recovery](https://wealthtrack.com/tag/housing-recovery/)
- [MSCI All World Index](https://wealthtrack.com/tag/msci-all-world-index/)
- [Bank of Japan](https://wealthtrack.com/tag/bank-of-japan/)
- [Euro zone recession since 2011](https://wealthtrack.com/tag/euro-zone-recession-since-2011/)
- [complacency in the markets](https://wealthtrack.com/tag/complacency-in-the-markets/)
- [credit quality of risk assets](https://wealthtrack.com/tag/credit-quality-of-risk-assets/)
- [outflows from equities to bonds](https://wealthtrack.com/tag/outflows-from-equities-to-bonds/)
- [trend P/E ratio](https://wealthtrack.com/tag/trend-pe-ratio/)
- [when will interest rates rise](https://wealthtrack.com/tag/when-will-interest-rates-rise/)
- [donor advised funds](https://wealthtrack.com/tag/donor-advised-funds/)
- [high quality high yield bonds](https://wealthtrack.com/tag/high-quality-high-yield-bonds/)
- [Legg Mason Capital Management Opportunity Trust](https://wealthtrack.com/tag/legg-mason-capital-management-opportunity-trust/)
- [Investors Intelligence survey](https://wealthtrack.com/tag/investors-intelligence-survey/)
- [David Tepper](https://wealthtrack.com/tag/david-tepper/)
- [Pulte Homes](https://wealthtrack.com/tag/pulte-homes/)
- [Bear Stearns](https://wealthtrack.com/tag/bear-stearns/)
- [what kind of mistake are you likely to make](https://wealthtrack.com/tag/what-kind-of-mistake-are-you-likely-to-make/)
- [Citigroup](https://wealthtrack.com/tag/citigroup/)
- [airline stocks](https://wealthtrack.com/tag/airline-stocks/)
- [Basel III requirements](https://wealthtrack.com/tag/basel-iii-requirements/)
- [capital positions of major banks](https://wealthtrack.com/tag/capital-positions-of-major-banks/)
- [J.P. Morgan](https://wealthtrack.com/tag/j-p-morgan/)
- [Delta Northwest](https://wealthtrack.com/tag/delta-northwest/)
- [United](https://wealthtrack.com/tag/united/)
- [Continental](https://wealthtrack.com/tag/continental/)
- [US Airways](https://wealthtrack.com/tag/us-airways/)
- [American Airlines](https://wealthtrack.com/tag/american-airlines/)
- [consolidations in the airline industry](https://wealthtrack.com/tag/consolidations-in-the-airline-industry/)
- [EBITDA](https://wealthtrack.com/tag/ebitda/)
- [Ryanair](https://wealthtrack.com/tag/ryanair/)
- [TIPS](https://wealthtrack.com/tag/tips/)
- [Tim Cook](https://wealthtrack.com/tag/tim-cook/)
- [Apple capital allocation](https://wealthtrack.com/tag/apple-capital-allocation/)
- [IBM](https://wealthtrack.com/tag/ibm/)
- [McDonald's](https://wealthtrack.com/tag/mcdonalds/)
- [Ford](https://wealthtrack.com/tag/ford/)
- [restructured auto industry](https://wealthtrack.com/tag/restructured-auto-industry/)
- [S&P 100](https://wealthtrack.com/tag/sp-100/)
- [passive vs. active management](https://wealthtrack.com/tag/passive-vs-active-management/)
- [Artisan International Fund](https://wealthtrack.com/tag/artisan-international-fund/)
- [Legg Mason Opportunity Trust](https://wealthtrack.com/tag/legg-mason-opportunity-trust/)
- [Morningstar International Stock Fund Manager of the Year](https://wealthtrack.com/tag/morningstar-international-stock-fund-manager-of-the-year/)
- [Artisan International Small Cap Fund](https://wealthtrack.com/tag/artisan-international-small-cap-fund/)
- [Honda](https://wealthtrack.com/tag/honda/)
- [AIA](https://wealthtrack.com/tag/aia/)
- [Ambev](https://wealthtrack.com/tag/ambev/)
- [growth versus value](https://wealthtrack.com/tag/growth-versus-value/)
- [Canadian Pacific](https://wealthtrack.com/tag/canadian-pacific/)
- [Henkel](https://wealthtrack.com/tag/henkel/)
- [Budweiser](https://wealthtrack.com/tag/budweiser/)
- [emerging market consumers](https://wealthtrack.com/tag/emerging-market-consumers/)
- [global footprints](https://wealthtrack.com/tag/global-footprints/)
- [Coke and cognac](https://wealthtrack.com/tag/coke-and-cognac/)
- [Pernod Ricard](https://wealthtrack.com/tag/pernod-ricard/)
- [cognac consumption in China](https://wealthtrack.com/tag/cognac-consumption-in-china/)
- [Wynn Macao](https://wealthtrack.com/tag/wynn-macao/)
- [Sands Macao](https://wealthtrack.com/tag/sands-macao/)
- [Macau seven times bigger than Las Vegas](https://wealthtrack.com/tag/macau-seven-times-bigger-than-las-vegas/)
- [monetizing mobile searches](https://wealthtrack.com/tag/monetizing-mobile-searches/)
- [global markets as undervalued](https://wealthtrack.com/tag/global-markets-as-undervalued/)
- [Covidien](https://wealthtrack.com/tag/covidien/)
- [Franklin Income Fund](https://wealthtrack.com/tag/franklin-income-fund/)
- [Franklin Equity Group](https://wealthtrack.com/tag/franklin-equity-group/)
- [International Value Advisers](https://wealthtrack.com/tag/international-value-advisers/)
- [IVA Worldwide Fund](https://wealthtrack.com/tag/iva-worldwide-fund/)
- [Ed Yardeni](https://wealthtrack.com/tag/ed-yardeni/)
- [corporate stock buybacks](https://wealthtrack.com/tag/corporate-stock-buybacks/)
- [income mandate](https://wealthtrack.com/tag/income-mandate/)
- [new normal](https://wealthtrack.com/tag/new-normal/)
- [shifting from bonds to stocks](https://wealthtrack.com/tag/shifting-from-bonds-to-stocks/)
- [Merck](https://wealthtrack.com/tag/merck/)
- [U.S. payout ratios](https://wealthtrack.com/tag/u-s-payout-ratios/)
- [high quality European companies as expensive](https://wealthtrack.com/tag/high-quality-european-companies-as-expensive/)
- [Expeditors](https://wealthtrack.com/tag/expeditors/)
- [Kuehne + Nagel](https://wealthtrack.com/tag/kuehne-nagel/)
- [gold as a currency](https://wealthtrack.com/tag/gold-as-a-currency/)
- [GE](https://wealthtrack.com/tag/ge/)
- [Duke Energy](https://wealthtrack.com/tag/duke-energy/)
- [BP](https://wealthtrack.com/tag/bp/)
- [Vanguard Dividend Appreciation ETF](https://wealthtrack.com/tag/vanguard-dividend-appreciation-etf/)
- [Evensky & Katz](https://wealthtrack.com/tag/evensky-katz/)
- [outliving retirement savings](https://wealthtrack.com/tag/outliving-retirement-savings/)
- [lowered expectations for annualized returns](https://wealthtrack.com/tag/lowered-expectations-for-annualized-returns/)
- [forward-looking planning](https://wealthtrack.com/tag/forward-looking-planning/)
- [nominal returns](https://wealthtrack.com/tag/nominal-returns/)
- [ETFs in your retirement portfolio](https://wealthtrack.com/tag/etfs-in-your-retirement-portfolio/)
- [passive portfolio core](https://wealthtrack.com/tag/passive-portfolio-core/)
- [problem with income portfolios](https://wealthtrack.com/tag/problem-with-income-portfolios/)
- [risk averse vs. loss averse](https://wealthtrack.com/tag/risk-averse-vs-loss-averse/)
- [Federal Reserve](https://wealthtrack.com/tag/federal-reserve/)
- [Andy Lo](https://wealthtrack.com/tag/andy-lo/)
- [alternative investments](https://wealthtrack.com/tag/alternative-investments/)
- [immediate annuities](https://wealthtrack.com/tag/immediate-annuities/)
- [deferred income annuities](https://wealthtrack.com/tag/deferred-income-annuities/)
- [Yale University](https://wealthtrack.com/tag/yale-university/)
- [Irrational Exuberance](https://wealthtrack.com/tag/irrational-exuberance/)
- [Finance and the Good Society](https://wealthtrack.com/tag/finance-and-the-good-society/)
- [Federal Funds rate](https://wealthtrack.com/tag/federal-funds-rate/)
- [S&P/Case-Shiller U.S. National Home Price Index](https://wealthtrack.com/tag/spcase-shiller-u-s-national-home-price-index/)
- [Open Yale courses](https://wealthtrack.com/tag/open-yale-courses/)
- [CAPE ratio](https://wealthtrack.com/tag/cape-ratio/)
- [CAPE indexes](https://wealthtrack.com/tag/cape-indexes/)
- [price divided by 10 year average earnings](https://wealthtrack.com/tag/price-divided-by-10-year-average-earnings/)
- [corporate profits due to cost cutting](https://wealthtrack.com/tag/corporate-profits-due-to-cost-cutting/)
- [financials and healthcare as undervalued](https://wealthtrack.com/tag/financials-and-healthcare-as-undervalued/)
- [“A New Housing Boom: Don’t Count on It”](https://wealthtrack.com/tag/a-new-housing-boom-dont-count-on-it/)
- [Fannie Mae/Freddie Mac](https://wealthtrack.com/tag/fannie-maefreddie-mac/)
- [negative long rates for bonds](https://wealthtrack.com/tag/negative-long-rates-for-bonds/)
- [Paul Volcker](https://wealthtrack.com/tag/paul-volcker/)
- [bond bubble](https://wealthtrack.com/tag/bond-bubble/)
- [stock market for the long term](https://wealthtrack.com/tag/stock-market-for-the-long-term/)
- [SPDR Select Sector Financials Index (XLF)](https://wealthtrack.com/tag/spdr-select-sector-financials-index-xlf/)
- [Matthews Asia](https://wealthtrack.com/tag/matthews-asia/)
- [Matthews Pacific Tiger Fund](https://wealthtrack.com/tag/matthews-pacific-tiger-fund/)
- [hard landing in China](https://wealthtrack.com/tag/hard-landing-in-china/)
- [Japanese underperformance](https://wealthtrack.com/tag/japanese-underperformance/)
- [China as a distinct asset class](https://wealthtrack.com/tag/china-as-a-distinct-asset-class/)
- [styles of investing in China](https://wealthtrack.com/tag/styles-of-investing-in-china/)
- [industry in Shenzhen](https://wealthtrack.com/tag/industry-in-shenzhen/)
- [Chinese middle class](https://wealthtrack.com/tag/chinese-middle-class/)
- [Chinese leadership sending students to U.S.](https://wealthtrack.com/tag/chinese-leadership-sending-students-to-u-s/)
- [Matthews China Dividend Fund](https://wealthtrack.com/tag/matthews-china-dividend-fund/)
- [dividends as indicators of good management](https://wealthtrack.com/tag/dividends-as-indicators-of-good-management/)
- [Alibaba](https://wealthtrack.com/tag/alibaba/)
- [Jack Ma](https://wealthtrack.com/tag/jack-ma/)
- [buying Chinese companies listed in Hong Kong](https://wealthtrack.com/tag/buying-chinese-companies-listed-in-hong-kong/)
- [dividend paying companies in Japan](https://wealthtrack.com/tag/dividend-paying-companies-in-japan/)
- [China Mobile](https://wealthtrack.com/tag/china-mobile/)
- [Ping An](https://wealthtrack.com/tag/ping-an/)
- [Matthews China Small Companies fund](https://wealthtrack.com/tag/matthews-china-small-companies-fund/)
- [Chuck Royce](https://wealthtrack.com/tag/chuck-royce/)
- [Royce Funds](https://wealthtrack.com/tag/royce-funds/)
- [Royce Pennsylvania mutual fund](https://wealthtrack.com/tag/royce-pennsylvania-mutual-fund/)
- [John Maynard Keynes](https://wealthtrack.com/tag/john-maynard-keynes/)
- [Russell 2000](https://wealthtrack.com/tag/russell-2000/)
- [conservative balance sheets](https://wealthtrack.com/tag/conservative-balance-sheets/)
- [length of market cycles](https://wealthtrack.com/tag/length-of-market-cycles/)
- [average five year holding period](https://wealthtrack.com/tag/average-five-year-holding-period/)
- [absolute standards vs. benchmark](https://wealthtrack.com/tag/absolute-standards-vs-benchmark/)
- [quality bias](https://wealthtrack.com/tag/quality-bias/)
- [quantitative easing](https://wealthtrack.com/tag/quantitative-easing/)
- [industrial companies](https://wealthtrack.com/tag/industrial-companies/)
- [Lincoln Electric](https://wealthtrack.com/tag/lincoln-electric/)
- [Royce Financial Services Fund](https://wealthtrack.com/tag/royce-financial-services-fund/)
- [rise of ETFs](https://wealthtrack.com/tag/rise-of-etfs/)
- [AllianceBernstein.](https://wealthtrack.com/tag/alliancebernstein/)
- [GMO](https://wealthtrack.com/tag/gmo/)
- [“financial repression”](https://wealthtrack.com/tag/financial-repression/)
- [TrimTabs Investment Research](https://wealthtrack.com/tag/trimtabs-investment-research/)
- [bond mutual fund inflows](https://wealthtrack.com/tag/bond-mutual-fund-inflows/)
- [great rotation out of bonds and into stocks](https://wealthtrack.com/tag/great-rotation-out-of-bonds-and-into-stocks/)
- [Jeremy Grantham](https://wealthtrack.com/tag/jeremy-grantham/)
- [Wells Fargo Advantage Asset Allocation](https://wealthtrack.com/tag/wells-fargo-advantage-asset-allocation/)
- [Wells Fargo Advantage Absolute Return](https://wealthtrack.com/tag/wells-fargo-advantage-absolute-return/)
- [Ben Bernanke](https://wealthtrack.com/tag/ben-bernanke/)
- [price of risky assets](https://wealthtrack.com/tag/price-of-risky-assets/)
- [short-term interest rates](https://wealthtrack.com/tag/short-term-interest-rates/)
- [inflation expectations](https://wealthtrack.com/tag/inflation-expectations/)
- [high dividend yield](https://wealthtrack.com/tag/high-dividend-yield/)
- [cheap telecom and utility stocks in Europe](https://wealthtrack.com/tag/cheap-telecom-and-utility-stocks-in-europe/)
- [emerging market opportunities](https://wealthtrack.com/tag/emerging-market-opportunities/)
- [cash-like assets](https://wealthtrack.com/tag/cash-like-assets/)
- [high quality U.S. stocks.](https://wealthtrack.com/tag/high-quality-u-s-stocks/)
- [Capital Growth Management](https://wealthtrack.com/tag/capital-growth-management/)
- [CGM Mutual](https://wealthtrack.com/tag/cgm-mutual/)
- [CGM Focus](https://wealthtrack.com/tag/cgm-focus/)
- [CGM Realty](https://wealthtrack.com/tag/cgm-realty/)
- [housing shortage in U.S.](https://wealthtrack.com/tag/housing-shortage-in-u-s/)
- [rising home prices](https://wealthtrack.com/tag/rising-home-prices/)
- [consolidation in airlines](https://wealthtrack.com/tag/consolidation-in-airlines/)
- [restructuring in U.S. banking industry](https://wealthtrack.com/tag/restructuring-in-u-s-banking-industry/)
- [JP Morgan Chase](https://wealthtrack.com/tag/jp-morgan-chase/)
- [Goldman Sachs](https://wealthtrack.com/tag/goldman-sachs/)
- [bank analyst meetings](https://wealthtrack.com/tag/bank-analyst-meetings/)
- [risk/reward ratio](https://wealthtrack.com/tag/riskreward-ratio/)
- [extreme performance](https://wealthtrack.com/tag/extreme-performance/)
- [oil stocks in early 2000s](https://wealthtrack.com/tag/oil-stocks-in-early-2000s/)
- [shorting 30 year treasuries](https://wealthtrack.com/tag/shorting-30-year-treasuries/)
- [bond market as dangerous](https://wealthtrack.com/tag/bond-market-as-dangerous/)
- [underperformance gap](https://wealthtrack.com/tag/underperformance-gap/)
- [BlackRock Equity Dividend Fund](https://wealthtrack.com/tag/blackrock-equity-dividend-fund/)
- [BlackRock Natural Resources Fund](https://wealthtrack.com/tag/blackrock-natural-resources-fund/)
- [longevity risk](https://wealthtrack.com/tag/longevity-risk/)
- [dividend income](https://wealthtrack.com/tag/dividend-income/)
- [Russell 1000 Value](https://wealthtrack.com/tag/russell-1000-value/)
- [better quality dividends](https://wealthtrack.com/tag/better-quality-dividends/)
- [payout ratio](https://wealthtrack.com/tag/payout-ratio/)
- [dividend appreciation](https://wealthtrack.com/tag/dividend-appreciation/)
- [EOG Resources](https://wealthtrack.com/tag/eog-resources/)
- [Devon](https://wealthtrack.com/tag/devon/)
- [investment time horizon](https://wealthtrack.com/tag/investment-time-horizon/)
- [Lipitor](https://wealthtrack.com/tag/lipitor/)
- [Affordable Health Care Act](https://wealthtrack.com/tag/affordable-health-care-act/)
- [long term projects in industrial companies](https://wealthtrack.com/tag/long-term-projects-in-industrial-companies/)
- [Honeywell](https://wealthtrack.com/tag/honeywell/)
- [David Cote](https://wealthtrack.com/tag/david-cote/)
- [Steve Jobs](https://wealthtrack.com/tag/steve-jobs/)
- [BHP](https://wealthtrack.com/tag/bhp/)
- [Canadian banks](https://wealthtrack.com/tag/canadian-banks/)
- [Wachovia](https://wealthtrack.com/tag/wachovia/)
- [U.S. Bancorp](https://wealthtrack.com/tag/u-s-bancorp/)
- [FDIC](https://wealthtrack.com/tag/fdic/)
- [SunTrust](https://wealthtrack.com/tag/suntrust/)
- [Fifth Third](https://wealthtrack.com/tag/fifth-third/)
- [earnings growth impact on dividends](https://wealthtrack.com/tag/earnings-growth-impact-on-dividends/)
- [Comcast](https://wealthtrack.com/tag/comcast/)
- [John D. Rockefeller](https://wealthtrack.com/tag/john-d-rockefeller/)
- [power of compounding](https://wealthtrack.com/tag/power-of-compounding/)
- [Tocqueville Asset Management](https://wealthtrack.com/tag/tocqueville-asset-management/)
- [Tocqueville Fund](https://wealthtrack.com/tag/tocqueville-fund/)
- [death of equities](https://wealthtrack.com/tag/death-of-equities/)
- [short term Fed funds rate](https://wealthtrack.com/tag/short-term-fed-funds-rate/)
- [global government bond market](https://wealthtrack.com/tag/global-government-bond-market/)
- [Fed withdrawal from bond market](https://wealthtrack.com/tag/fed-withdrawal-from-bond-market/)
- [increase in real money supply leads to inflation](https://wealthtrack.com/tag/increase-in-real-money-supply-leads-to-inflation/)
- [Exxon Mobil](https://wealthtrack.com/tag/exxon-mobil/)
- [Campbells](https://wealthtrack.com/tag/campbells/)
- [DuPont](https://wealthtrack.com/tag/dupont/)
- [horizontal drilling](https://wealthtrack.com/tag/horizontal-drilling/)
- [Atlas Shrugged](https://wealthtrack.com/tag/atlas-shrugged/)
- [world leader in natural gas production](https://wealthtrack.com/tag/world-leader-in-natural-gas-production/)
- [Sony](https://wealthtrack.com/tag/sony/)
- [technology companies holding cash](https://wealthtrack.com/tag/technology-companies-holding-cash/)
- [Nokia](https://wealthtrack.com/tag/nokia/)
- [Siemens](https://wealthtrack.com/tag/siemens/)
- [gold bullion](https://wealthtrack.com/tag/gold-bullion/)
- [U.S. Treasury securities](https://wealthtrack.com/tag/u-s-treasury-securities/)
- [Brown Brothers Harriman](https://wealthtrack.com/tag/brown-brothers-harriman/)
- [Epoch Investment Partners](https://wealthtrack.com/tag/epoch-investment-partners/)
- [real total return](https://wealthtrack.com/tag/real-total-return/)
- [Morningstar Domestic Stock Fund manager of the Year nominee](https://wealthtrack.com/tag/morningstar-domestic-stock-fund-manager-of-the-year-nominee/)
- [BBH Core Select Fund](https://wealthtrack.com/tag/bbh-core-select-fund/)
- [MainStay Epoch Global Equity Yield Fund](https://wealthtrack.com/tag/mainstay-epoch-global-equity-yield-fund/)
- [absolute returns](https://wealthtrack.com/tag/absolute-returns/)
- [concentration vs. diversification](https://wealthtrack.com/tag/concentration-vs-diversification/)
- [Praxair](https://wealthtrack.com/tag/praxair/)
- [importance of dividends](https://wealthtrack.com/tag/importance-of-dividends/)
- [Novartis](https://wealthtrack.com/tag/novartis/)
- [BCE](https://wealthtrack.com/tag/bce/)
- [Swisscom](https://wealthtrack.com/tag/swisscom/)
- [PPL](https://wealthtrack.com/tag/ppl/)
- [Vodafone](https://wealthtrack.com/tag/vodafone/)
- [Kimberly-Clark](https://wealthtrack.com/tag/kimberly-clark/)
- [capital allocation](https://wealthtrack.com/tag/capital-allocation/)
- [Occidental](https://wealthtrack.com/tag/occidental/)
- [EOG](https://wealthtrack.com/tag/eog/)
- [Southwestern](https://wealthtrack.com/tag/southwestern/)
- [Dentsply](https://wealthtrack.com/tag/dentsply/)
- [Henry Schein](https://wealthtrack.com/tag/henry-schein/)
- [CVS Caremark](https://wealthtrack.com/tag/cvs-caremark/)
- [total return benefits of stocks](https://wealthtrack.com/tag/total-return-benefits-of-stocks/)
- [stephen smith](https://wealthtrack.com/tag/stephen-smith-2/)
- [Winning the Loser’s Game](https://wealthtrack.com/tag/winning-the-losers-game/)
- [The Elements of Investing](https://wealthtrack.com/tag/the-elements-of-investing/)
- [Capital](https://wealthtrack.com/tag/capital/)
- [The Partnership](https://wealthtrack.com/tag/the-partnership/)
- [What It Takes: Seven Secrets of Success from the World’s Greatest Professional  Firms](https://wealthtrack.com/tag/what-it-takes-seven-secrets-of-success-from-the-worlds-greatest-professional-firms/)
- [CFA Institute](https://wealthtrack.com/tag/cfa-institute/)
- [McKinsey](https://wealthtrack.com/tag/mckinsey/)
- [Cravath Swaine and Moore](https://wealthtrack.com/tag/cravath-swaine-and-moore/)
- [Mayo Clinic](https://wealthtrack.com/tag/mayo-clinic/)
- [inspiring purpose and mission](https://wealthtrack.com/tag/inspiring-purpose-and-mission/)
- [John Whitehead](https://wealthtrack.com/tag/john-whitehead/)
- [professional development](https://wealthtrack.com/tag/professional-development/)
- [client-centric firms](https://wealthtrack.com/tag/client-centric-firms/)
- [leadership brings everything together](https://wealthtrack.com/tag/leadership-brings-everything-together/)
- [Sam Butler](https://wealthtrack.com/tag/sam-butler/)
- [Ron Daniel](https://wealthtrack.com/tag/ron-daniel/)
- [Rajat Gupta](https://wealthtrack.com/tag/rajat-gupta/)
- [McKinsey insider trading](https://wealthtrack.com/tag/mckinsey-insider-trading/)
- [Galleon](https://wealthtrack.com/tag/galleon/)
- [Lloyd Blankfein](https://wealthtrack.com/tag/lloyd-blankfein/)
- [being a client vs. customer](https://wealthtrack.com/tag/being-a-client-vs-customer/)
- [fiduciary](https://wealthtrack.com/tag/fiduciary/)
- [investment fees](https://wealthtrack.com/tag/investment-fees/)
- [Brandywine Global Opportunities Bond Fund](https://wealthtrack.com/tag/brandywine-global-opportunities-bond-fund/)
- [bond bull market](https://wealthtrack.com/tag/bond-bull-market/)
- [developing market credit quality](https://wealthtrack.com/tag/developing-market-credit-quality/)
- [real estate crisis](https://wealthtrack.com/tag/real-estate-crisis/)
- [success of quantitative easing](https://wealthtrack.com/tag/success-of-quantitative-easing/)
- [corporate bonds vs. treasuries](https://wealthtrack.com/tag/corporate-bonds-vs-treasuries/)
- [risk averse market vs. rewarding risk market](https://wealthtrack.com/tag/risk-averse-market-vs-rewarding-risk-market/)
- [Mexican bonds](https://wealthtrack.com/tag/mexican-bonds/)
- [Brazilian interest rates](https://wealthtrack.com/tag/brazilian-interest-rates/)
- [Russian T-bills](https://wealthtrack.com/tag/russian-t-bills/)
- [Templeton Global Bond Fund](https://wealthtrack.com/tag/templeton-global-bond-fund/)
- [Loomis Sayles Global Bond Fund](https://wealthtrack.com/tag/loomis-sayles-global-bond-fund/)
- [Gerstein Fisher](https://wealthtrack.com/tag/gerstein-fisher/)
- [index funds](https://wealthtrack.com/tag/index-funds/)
- [poor active performance vs. market benchmarks](https://wealthtrack.com/tag/poor-active-performance-vs-market-benchmarks/)
- [investor behavior](https://wealthtrack.com/tag/investor-behavior/)
- [dispersion from market benchmark](https://wealthtrack.com/tag/dispersion-from-market-benchmark/)
- [impact of fees and taxes on your portfolio](https://wealthtrack.com/tag/impact-of-fees-and-taxes-on-your-portfolio/)
- [manager track records](https://wealthtrack.com/tag/manager-track-records/)
- [past performance is no indicator of future performance](https://wealthtrack.com/tag/past-performance-is-no-indicator-of-future-performance/)
- [Potter Stewart](https://wealthtrack.com/tag/potter-stewart/)
- [momentum and risk driving outperformance](https://wealthtrack.com/tag/momentum-and-risk-driving-outperformance/)
- [reversion of the mean](https://wealthtrack.com/tag/reversion-of-the-mean/)
- [manager tenure](https://wealthtrack.com/tag/manager-tenure/)
- [talent and price as outperformance criteria](https://wealthtrack.com/tag/talent-and-price-as-outperformance-criteria/)
- [international REITs](https://wealthtrack.com/tag/international-reits/)
- [Jack Bogle’s 4 P’s.](https://wealthtrack.com/tag/jack-bogles-4-ps/)
- [GenSpring Family Offices](https://wealthtrack.com/tag/genspring-family-offices/)
- [The Forte Group](https://wealthtrack.com/tag/the-forte-group/)
- [Downton Abbey](https://wealthtrack.com/tag/downton-abbey/)
- [women’s life expectancy](https://wealthtrack.com/tag/womens-life-expectancy/)
- [percentage of women who are high net worth individuals](https://wealthtrack.com/tag/percentage-of-women-who-are-high-net-worth-individuals/)
- [Barron’s Top 100 Financial Advisors](https://wealthtrack.com/tag/barrons-top-100-financial-advisors/)
- [Ameriprise Financial](https://wealthtrack.com/tag/ameriprise-financial/)
- [women’s vs. men’s wealth management needs](https://wealthtrack.com/tag/womens-vs-mens-wealth-management-needs/)
- [maintaining financial security](https://wealthtrack.com/tag/maintaining-financial-security/)
- [Dr. Louann Brizendine](https://wealthtrack.com/tag/dr-louann-brizendine/)
- [The Female Brain](https://wealthtrack.com/tag/the-female-brain/)
- [understanding cash flow needs](https://wealthtrack.com/tag/understanding-cash-flow-needs/)
- [lifestyle bucket](https://wealthtrack.com/tag/lifestyle-bucket/)
- [long term bucket](https://wealthtrack.com/tag/long-term-bucket/)
- [high grade corporates](https://wealthtrack.com/tag/high-grade-corporates/)
- [high grade munis](https://wealthtrack.com/tag/high-grade-munis/)
- [broadly diversified retirement portfolio](https://wealthtrack.com/tag/broadly-diversified-retirement-portfolio/)
- [financial education](https://wealthtrack.com/tag/financial-education/)
- [The Big Retirement Risk: Running Out of Money Before You Run Out of Time](https://wealthtrack.com/tag/the-big-retirement-risk-running-out-of-money-before-you-run-out-of-time/)
- [Urban Research Institute](https://wealthtrack.com/tag/urban-research-institute/)
- [widows below the poverty line](https://wealthtrack.com/tag/widows-below-the-poverty-line/)
- [women’s retirement planning needs](https://wealthtrack.com/tag/womens-retirement-planning-needs/)
- [longevity risk for women](https://wealthtrack.com/tag/longevity-risk-for-women/)
- [women as more conservative investors](https://wealthtrack.com/tag/women-as-more-conservative-investors/)
- [female financial advisors](https://wealthtrack.com/tag/female-financial-advisors/)
- [wants vs. needs](https://wealthtrack.com/tag/wants-vs-needs/)
- [holding onto life insurance](https://wealthtrack.com/tag/holding-onto-life-insurance/)
- [health insurance](https://wealthtrack.com/tag/health-insurance/)
- [maximizing social security benefits](https://wealthtrack.com/tag/maximizing-social-security-benefits/)
- [social security claiming strategies](https://wealthtrack.com/tag/social-security-claiming-strategies/)
- [biggest mistake women make in retirement planning](https://wealthtrack.com/tag/biggest-mistake-women-make-in-retirement-planning/)
- [annuities](https://wealthtrack.com/tag/annuities/)
- [longevity insurance](https://wealthtrack.com/tag/longevity-insurance/)
- [income vs. capital appreciation](https://wealthtrack.com/tag/income-vs-capital-appreciation/)
- [AARP.org](https://wealthtrack.com/tag/aarp-org/)
- [Richard Bernstein Advisors LLC](https://wealthtrack.com/tag/richard-bernstein-advisors-llc/)
- [Loomis Sayles Bond Fund](https://wealthtrack.com/tag/loomis-sayles-bond-fund/)
- [rising interest rates](https://wealthtrack.com/tag/rising-interest-rates/)
- [Fed bond purchasing program](https://wealthtrack.com/tag/fed-bond-purchasing-program/)
- [rising mortgage rates](https://wealthtrack.com/tag/rising-mortgage-rates/)
- [bond outflows](https://wealthtrack.com/tag/bond-outflows/)
- [Morningstar Fixed Income Manager of the Year](https://wealthtrack.com/tag/morningstar-fixed-income-manager-of-the-year/)
- [Institutional Investor](https://wealthtrack.com/tag/institutional-investor/)
- [money outflows from emerging markets](https://wealthtrack.com/tag/money-outflows-from-emerging-markets/)
- [U.S. outperforming emerging markets](https://wealthtrack.com/tag/u-s-outperforming-emerging-markets/)
- [demographic slowdown](https://wealthtrack.com/tag/demographic-slowdown/)
- [cyclical stocks](https://wealthtrack.com/tag/cyclical-stocks/)
- [commodities and energy as late cycle events](https://wealthtrack.com/tag/commodities-and-energy-as-late-cycle-events/)
- [opportunities in high yield bonds](https://wealthtrack.com/tag/opportunities-in-high-yield-bonds/)
- [American industrial renaissance](https://wealthtrack.com/tag/american-industrial-renaissance/)
- [Jeff Immelt](https://wealthtrack.com/tag/jeff-immelt/)
- [General Electric](https://wealthtrack.com/tag/general-electric/)
- [investing in medical technology](https://wealthtrack.com/tag/investing-in-medical-technology/)
- [Cornerstone Macro](https://wealthtrack.com/tag/cornerstone-macro/)
- [U.S. manufacturing renaissance](https://wealthtrack.com/tag/u-s-manufacturing-renaissance/)
- [MSCI Emerging Markets Index ETF](https://wealthtrack.com/tag/msci-emerging-markets-index-etf/)
- [HENRYs](https://wealthtrack.com/tag/henrys/)
- [company trifecta](https://wealthtrack.com/tag/company-trifecta/)
- [pricing power](https://wealthtrack.com/tag/pricing-power/)
- [Tissot](https://wealthtrack.com/tag/tissot/)
- [growing business value](https://wealthtrack.com/tag/growing-business-value/)
- [British American Tobacco](https://wealthtrack.com/tag/british-american-tobacco/)
- [Wynn Macau](https://wealthtrack.com/tag/wynn-macau/)
- [investment risks in China](https://wealthtrack.com/tag/investment-risks-in-china/)
- [Cielo](https://wealthtrack.com/tag/cielo/)
- [L’Oreal](https://wealthtrack.com/tag/loreal/)
- [positive trends](https://wealthtrack.com/tag/positive-trends/)
- [Kimberly Lankford](https://wealthtrack.com/tag/kimberly-lankford/)
- [retirement planning](https://wealthtrack.com/tag/retirement-planning/)
- [retirement age](https://wealthtrack.com/tag/retirement-age/)
- [insurance products](https://wealthtrack.com/tag/insurance-products/)
- [“The Insurance Maze: How You Can Save Money On Insurance And Still Get The Coverage You Need”](https://wealthtrack.com/tag/the-insurance-maze-how-you-can-save-money-on-insurance-and-still-get-the-coverage-you-need/)
- [Nathan Most](https://wealthtrack.com/tag/nathan-most/)
- [size of ETF industry](https://wealthtrack.com/tag/size-of-etf-industry/)
- [Investment Company Institute](https://wealthtrack.com/tag/investment-company-institute/)
- [retirement pyramid](https://wealthtrack.com/tag/retirement-pyramid/)
- [Social Security benefits](https://wealthtrack.com/tag/social-security-benefits/)
- [annual cost of living adjustments](https://wealthtrack.com/tag/annual-cost-of-living-adjustments/)
- [immediate annuity](https://wealthtrack.com/tag/immediate-annuity/)
- [variable annuities with income benefits](https://wealthtrack.com/tag/variable-annuities-with-income-benefits/)
- [actual account values vs. guaranteed value](https://wealthtrack.com/tag/actual-account-values-vs-guaranteed-value/)
- [lifetime income guarantee](https://wealthtrack.com/tag/lifetime-income-guarantee/)
- [deferred income annuity](https://wealthtrack.com/tag/deferred-income-annuity/)
- [Morningstar Investor's Conference](https://wealthtrack.com/tag/morningstar-investors-conference/)
- [Cheung Kong Holdings](https://wealthtrack.com/tag/cheung-kong-holdings/)
- [Steve Ballmer](https://wealthtrack.com/tag/steve-ballmer/)
- [Morningstar Stock Fund Manager of the Year](https://wealthtrack.com/tag/morningstar-stock-fund-manager-of-the-year/)
- [Facebook](https://wealthtrack.com/tag/facebook/)
- [Liberty Media](https://wealthtrack.com/tag/liberty-media/)
- [Third Avenue Management](https://wealthtrack.com/tag/third-avenue-management/)
- [Third Avenue Value Fund](https://wealthtrack.com/tag/third-avenue-value-fund/)
- [Warren Buffet](https://wealthtrack.com/tag/warren-buffet/)
- [Museum of American Finance](https://wealthtrack.com/tag/museum-of-american-finance/)
- [Modern Security Analysis](https://wealthtrack.com/tag/modern-security-analysis/)
- [deep value investing](https://wealthtrack.com/tag/deep-value-investing/)
- [modern capital theory](https://wealthtrack.com/tag/modern-capital-theory/)
- [efficient market theory](https://wealthtrack.com/tag/efficient-market-theory/)
- [safe and cheap](https://wealthtrack.com/tag/safe-and-cheap/)
- [distressed investing](https://wealthtrack.com/tag/distressed-investing/)
- [Whitman School of Management](https://wealthtrack.com/tag/whitman-school-of-management/)
- [growth at dirt cheap prices](https://wealthtrack.com/tag/growth-at-dirt-cheap-prices/)
- [Wheelock and Company](https://wealthtrack.com/tag/wheelock-and-company/)
- [Henderson Land](https://wealthtrack.com/tag/henderson-land/)
- [Brookfield Asset Management](https://wealthtrack.com/tag/brookfield-asset-management/)
- [Hang Lung Group](https://wealthtrack.com/tag/hang-lung-group/)
- [debt ceiling](https://wealthtrack.com/tag/debt-ceiling/)
- [Donald Yacktman](https://wealthtrack.com/tag/donald-yacktman/)
- [Yacktman Fund](https://wealthtrack.com/tag/yacktman-fund/)
- [Yacktman Focused Fund](https://wealthtrack.com/tag/yacktman-focused-fund/)
- [cash position](https://wealthtrack.com/tag/cash-position/)
- [Pepsi](https://wealthtrack.com/tag/pepsi/)
- [News Corp](https://wealthtrack.com/tag/news-corp/)
- [low portfolio turnover](https://wealthtrack.com/tag/low-portfolio-turnover/)
- [Viacom](https://wealthtrack.com/tag/viacom/)
- [Rupert Murdoch](https://wealthtrack.com/tag/rupert-murdoch/)
- [quality business at a low price](https://wealthtrack.com/tag/quality-business-at-a-low-price/)
- [old tech](https://wealthtrack.com/tag/old-tech/)
- [Stephen Yacktman](https://wealthtrack.com/tag/stephen-yacktman/)
- [value investing](https://wealthtrack.com/tag/value-investing/)
- [paper stock certificates](https://wealthtrack.com/tag/paper-stock-certificates/)
- [Calvert Investments](https://wealthtrack.com/tag/calvert-investments/)
- [SRI assets](https://wealthtrack.com/tag/sri-assets/)
- [Domini 400 Social Index](https://wealthtrack.com/tag/domini-400-social-index/)
- [United Nations Environment Programme-Finance Initiative](https://wealthtrack.com/tag/united-nations-environment-programme-finance-initiative/)
- [Calvert Women's Principles](https://wealthtrack.com/tag/calvert-womens-principles/)
- [Calvert Social Index](https://wealthtrack.com/tag/calvert-social-index/)
- [SEC SRI requirements](https://wealthtrack.com/tag/sec-sri-requirements/)
- [board diversity](https://wealthtrack.com/tag/board-diversity/)
- [ESG](https://wealthtrack.com/tag/esg/)
- [Catalyst research](https://wealthtrack.com/tag/catalyst-research/)
- [Harvard Business School women's study](https://wealthtrack.com/tag/harvard-business-school-womens-study/)
- [Calvert Global Water Fund](https://wealthtrack.com/tag/calvert-global-water-fund/)
- [green bonds](https://wealthtrack.com/tag/green-bonds/)
- [how to invest in water](https://wealthtrack.com/tag/how-to-invest-in-water/)
- [video-archive-cortazzo](https://wealthtrack.com/tag/video-archive-cortazzo/)
- [podcast](https://wealthtrack.com/tag/podcast-2/)
- [episode-1039](https://wealthtrack.com/tag/episode-1039/)
- [episode-1040](https://wealthtrack.com/tag/episode-1040/)
- [episode-1041](https://wealthtrack.com/tag/episode-1041/)
- [episode-1042](https://wealthtrack.com/tag/episode-1042/)
- [episode-1043](https://wealthtrack.com/tag/episode-1043/)
- [episode-0732](https://wealthtrack.com/tag/episode-0732/)
- [episode-0833](https://wealthtrack.com/tag/episode-0833/)
- [episode-0944](https://wealthtrack.com/tag/episode-0944/)
- [episode-1044](https://wealthtrack.com/tag/episode-1044/)
- [episode-0442](https://wealthtrack.com/tag/episode-0442/)
- [episode-1045](https://wealthtrack.com/tag/episode-1045/)
- [episode-1046](https://wealthtrack.com/tag/episode-1046/)
- [episode-0147](https://wealthtrack.com/tag/episode-0147/)
- [episode-0148](https://wealthtrack.com/tag/episode-0148/)
- [episode-1049](https://wealthtrack.com/tag/episode-1049/)
- [episode-0150](https://wealthtrack.com/tag/episode-0150/)
- [episode-0151](https://wealthtrack.com/tag/episode-0151/)
- [episode-0229](https://wealthtrack.com/tag/episode-0229/)
- [episode-0335](https://wealthtrack.com/tag/episode-0335/)
- [episode-0432](https://wealthtrack.com/tag/episode-0432/)
- [episode-0515](https://wealthtrack.com/tag/episode-0515/)
- [episode-1052](https://wealthtrack.com/tag/episode-1052/)
- [episode-1101](https://wealthtrack.com/tag/episode-1101/)
- [episode-0839](https://wealthtrack.com/tag/episode-0839/)
- [episode-0720](https://wealthtrack.com/tag/episode-0720/)
- [Kiplinger’s annual retirement issue](https://wealthtrack.com/tag/kiplingeraes-annual-retirement-issue/)
- [Kiplinger’s Personal Finance](https://wealthtrack.com/tag/kiplingeraes-personal-finance/)
- [episode_0906](https://wealthtrack.com/tag/episode_0906/)
- [episode_1011](https://wealthtrack.com/tag/episode_1011/)
- [episode-0820](https://wealthtrack.com/tag/episode-0820/)
- [episode-0903](https://wealthtrack.com/tag/episode-0903/)
- [Episode-0828](https://wealthtrack.com/tag/episode-0828/)
- [episode-0730](https://wealthtrack.com/tag/episode-0730/)
- [episode 1103](https://wealthtrack.com/tag/episode-1103/)
- [episode 1104](https://wealthtrack.com/tag/episode-1104/)
- [episode_1105](https://wealthtrack.com/tag/episode_1105/)
- [episode_1106](https://wealthtrack.com/tag/episode_1106/)
- [episode_1107](https://wealthtrack.com/tag/episode_1107/)
- [episode_1108](https://wealthtrack.com/tag/episode_1108/)
- [episode_1109](https://wealthtrack.com/tag/episode_1109/)
- [episode_1110](https://wealthtrack.com/tag/episode_1110/)
- [podcsat](https://wealthtrack.com/tag/podcsat/)
- [episode_1111](https://wealthtrack.com/tag/episode_1111/)
- [episode_1112](https://wealthtrack.com/tag/episode_1112/)
- [episode_1113](https://wealthtrack.com/tag/episode_1113/)
- [episode_0916](https://wealthtrack.com/tag/episode_0916/)
- [episode_1114](https://wealthtrack.com/tag/episode_1114/)
- [episode_1115](https://wealthtrack.com/tag/episode_1115/)
- [episode 1117](https://wealthtrack.com/tag/episode-1117/)
- [episode_1118](https://wealthtrack.com/tag/episode_1118/)
- [Paul Steiger](https://wealthtrack.com/tag/paul-steiger/)
- [episode_1119](https://wealthtrack.com/tag/episode_1119/)
- [episode_0947](https://wealthtrack.com/tag/episode_0947/)
- [episode_1120](https://wealthtrack.com/tag/episode_1120/)
- [episode-1121](https://wealthtrack.com/tag/episode-1121/)
- [episode_1121](https://wealthtrack.com/tag/episode_1121/)
- [episode_1122](https://wealthtrack.com/tag/episode_1122/)
- [episode_1123](https://wealthtrack.com/tag/episode_1123/)
- [episode_1125](https://wealthtrack.com/tag/episode_1125/)
- [episode_1126](https://wealthtrack.com/tag/episode_1126/)
- [episode_1127](https://wealthtrack.com/tag/episode_1127/)
- [episode_1128](https://wealthtrack.com/tag/episode_1128/)
- [episode_1129](https://wealthtrack.com/tag/episode_1129/)
- [episode_1130](https://wealthtrack.com/tag/episode_1130/)
- [episode_0907](https://wealthtrack.com/tag/episode_0907/)
- [episode_1131](https://wealthtrack.com/tag/episode_1131/)
- [episode_0928](https://wealthtrack.com/tag/episode_0928/)
- [episode_1132](https://wealthtrack.com/tag/episode_1132/)
- [episode_1133](https://wealthtrack.com/tag/episode_1133/)
- [episode_0932](https://wealthtrack.com/tag/episode_0932/)
- [episode_1134](https://wealthtrack.com/tag/episode_1134/)
- [episode_1135](https://wealthtrack.com/tag/episode_1135/)
- [episode_1136](https://wealthtrack.com/tag/episode_1136/)
- [episode_1137](https://wealthtrack.com/tag/episode_1137/)
- [episode_1138](https://wealthtrack.com/tag/episode_1138/)
- [episode_0935](https://wealthtrack.com/tag/episode_0935/)
- [episode_1139](https://wealthtrack.com/tag/episode_1139/)
- [episode_0951](https://wealthtrack.com/tag/episode_0951/)
- [episode_1140](https://wealthtrack.com/tag/episode_1140/)
- [episode_1141](https://wealthtrack.com/tag/episode_1141/)
- [episode_1144](https://wealthtrack.com/tag/episode_1144/)
- [episode_1145](https://wealthtrack.com/tag/episode_1145/)
- [episode_1146](https://wealthtrack.com/tag/episode_1146/)
- [episode_1147](https://wealthtrack.com/tag/episode_1147/)
- [episode_1028](https://wealthtrack.com/tag/episode_1028/)
- [episode_1149](https://wealthtrack.com/tag/episode_1149/)
- [episode_1150](https://wealthtrack.com/tag/episode_1150/)
- [episode_1151](https://wealthtrack.com/tag/episode_1151/)
- [episode_1152](https://wealthtrack.com/tag/episode_1152/)
- [episode_1201](https://wealthtrack.com/tag/episode_1201/)
- [episode_1203](https://wealthtrack.com/tag/episode_1203/)
- [episode_1204](https://wealthtrack.com/tag/episode_1204/)
- [episode_1205](https://wealthtrack.com/tag/episode_1205/)
- [episode-1142](https://wealthtrack.com/tag/episode-1142/)
- [episode_1206](https://wealthtrack.com/tag/episode_1206/)
- [episode_1207](https://wealthtrack.com/tag/episode_1207/)
- [episode_1208](https://wealthtrack.com/tag/episode_1208/)
- [episode_1209](https://wealthtrack.com/tag/episode_1209/)
- [episode_1210](https://wealthtrack.com/tag/episode_1210/)
- [WebExtra](https://wealthtrack.com/tag/webextra/)
- [Andrew Lo](https://wealthtrack.com/tag/andrew-lo/)
- [Bruce Berkowitz](https://wealthtrack.com/tag/bruce-berkowitz/)
- [David Nadel](https://wealthtrack.com/tag/david-nadel/)
- [Andrew Foster](https://wealthtrack.com/tag/andrew-foster/)
- [Andy Laperriere](https://wealthtrack.com/tag/andy-laperriere/)
- [Jeff Applegate](https://wealthtrack.com/tag/jeff-applegate/)
- [Tom Gallagher](https://wealthtrack.com/tag/tom-gallagher/)
- [John Bogle](https://wealthtrack.com/tag/john-bogle/)
- [Steven Romick](https://wealthtrack.com/tag/steven-romick/)
- [Erin Botsford](https://wealthtrack.com/tag/erin-botsford/)
- [David Winters](https://wealthtrack.com/tag/david-winters/)
- [James Grant](https://wealthtrack.com/tag/james-grant/)
- [Bill Paul](https://wealthtrack.com/tag/bill-paul/)
- [Mary Jane McQuillen](https://wealthtrack.com/tag/mary-jane-mcquillen/)
- [Ingrid Dyott](https://wealthtrack.com/tag/ingrid-dyott/)
- [Amy O’Brien](https://wealthtrack.com/tag/amy-obrien/)
- [Michael Mauboussin](https://wealthtrack.com/tag/michael-mauboussin/)
- [David Rosenberg](https://wealthtrack.com/tag/david-rosenberg/)
- [Bob Doll](https://wealthtrack.com/tag/bob-doll/)
- [Francois Trahan](https://wealthtrack.com/tag/francois-trahan/)
- [Robert Kessler](https://wealthtrack.com/tag/robert-kessler/)
- [Christine Benz](https://wealthtrack.com/tag/christine-benz/)
- [Charles Ellis](https://wealthtrack.com/tag/charles-ellis/)
- [Mark Cortazzo](https://wealthtrack.com/tag/mark-cortazzo/)
- [Mary Beth Franklin](https://wealthtrack.com/tag/mary-beth-franklin/)
- [David Laibson](https://wealthtrack.com/tag/david-laibson/)
- [Niall Ferguson](https://wealthtrack.com/tag/niall-ferguson/)
- [Nick Sargen](https://wealthtrack.com/tag/nick-sargen/)
- [John Lipsky](https://wealthtrack.com/tag/john-lipsky/)
- [David Darst](https://wealthtrack.com/tag/david-darst/)
- [Matt McLennan](https://wealthtrack.com/tag/matt-mclennan/)
- [David Rolley](https://wealthtrack.com/tag/david-rolley/)
- [Doug Bauer](https://wealthtrack.com/tag/doug-bauer/)
- [Jack Lund](https://wealthtrack.com/tag/jack-lund/)
- [Ed Hyman](https://wealthtrack.com/tag/ed-hyman/)
- [Dennis Stattman](https://wealthtrack.com/tag/dennis-stattman/)
- [John Kim](https://wealthtrack.com/tag/john-kim/)
- [Bill Miller](https://wealthtrack.com/tag/bill-miller/)
- [Edward Perks](https://wealthtrack.com/tag/edward-perks/)
- [Charles de Lardemelle](https://wealthtrack.com/tag/charles-de-lardemelle/)
- [Mark Yockey](https://wealthtrack.com/tag/mark-yockey/)