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
LUND & BAUER: PHILANTHROPY AS AN INVESTMENT
Year End Special
Looking Back at 2012 With 2012 drawing to a close, we are taking a look back at this year’s five most popular episodes for WEALTHTRACK. Not surprisingly, our top five interviews include value investors such as the Yacktman Fund’s Don Yacktman, First Eagle Global’s Matt McLennan and a rare interview with Fairholme Fund’s Bruce Berkowitz. […]
ON THE BOOKSHELF
“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 […]
David Rolley & Rupal Bhansali: The Tug of War Between Stocks and Bonds
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.
AMODEO & BENZ: MINIMIZING YOUR TAX PAIN
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.
IDENTIFY SOME TAX AVOIDANCE STRATEGIES TO BOOST YOUR INVESTMENT RETURNS
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