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Mega Investment Trends Influencing Markets

January 17, 2020

This page is here for technical reasons. Please click here for the episode page.

WILBY: OPTIMISTIC FUTURE

January 17, 2020

OPTIMISTIC FUTURE Private investor Bill Wilby has been traveling and reading extensively since 2007 when he retired from managing the Oppenheimer Global Fund, which was ranked the number one global fund during his twelve-year tenure. He highly recommends two recently read books. Watch the related WEALTHTRACK episode.

STICK WITH PUBLICLY TRADED SECURITIES

January 17, 2020

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.

MEGA INVESTMENT TRENDS INFLUENCING MARKETS WITH GREAT GLOBAL INVESTOR BILL WILBY

January 17, 2020

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…

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

January 10, 2020

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.

Get Your Financial House in Order With Personal Finance Guru Christine Benz’ Financial To-Do List!

January 10, 2020

This page is here for technical reasons. Please click here for the episode page.

GET YOUR FINANCIAL HOUSE IN ORDER WITH PERSONAL FINANCE GURU CHRISTINE BENZ’ FINANCIAL TO-DO LIST!

January 10, 2020

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…

Powerful Narratives: Stories Propelling Economies and Markets in 2020

January 3, 2020

This page is here for technical reasons. Please click here for the episode page.

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