WealthTrack

The right track to your financial health.

INVESTORS ARE DRIVING EXPENSE RATIOS DOWN

INVESTORS ARE DRIVING EXPENSE RATIOS DOWN

As it’s the pledge fund-raising season on public television, this week we are revisiting a show on an important topic – retirement. 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. This weekend on WEALTHTRACK we have an exclusive interview with Financial Thought Leader and legendary investment consultant, Charles Ellis.

Plus, new this week, research from Morningstar shows that investors are driving fund expenses lower. According to their recent study, 95% of all flows over the past decade have gone into funds in the lowest-cost quintile.

READ NOW…

INVESTMENT BALANCING ACT

As it’s fund-raising season on PBS, this weekend we are revisiting the program with legendary bond trader, Federal Reserve watcher and economist, Paul McCulley. McCulley, former PIMCO portfolio manager, weighs in on the health of the economy, stock and bond markets and the best course for investors.

New this week, we are providing you a link to some interesting global research. With stocks and bonds more expensive than they have been in 90% of market history even institutional investors are feeling conflicted about where to invest.

READ NOW…

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…

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.