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THE KEY ROLE OPTIMISM PLAYS IN INVESTMENT SUCCESS

July 19, 2013

David Winters, Portfolio Manager and founder of the Wintergreen Fund describes the key role optimism plays in investment success. [bliptv id=”hsM9g5P8DwA”]

DO WOMEN OVER 50 NEED LIFE INSURANCE?

July 19, 2013

Some are keeping their traditional policies for surprising reasons, but financial pros are keen on a combo plan with long-term care benefits.

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PREMIUM: DAVID WINTERS

July 18, 20130 Comments

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 […]

Stephen Smith Transcript 6/14/2013 #951

July 17, 2013

CONSUELO MACK: This week on WealthTrack, maverick bond investor Stephen Smith studies countries and currencies around the world to find bonds worth investing in. What’s he collecting now for his top performing Brandywine Global Opportunities Bond Fund? A WealthTrack exclusive with Great Investor Stephen Smith is next on Consuelo Mack WealthTrack. Hello and welcome to […]

TOP OF HIS GAME

July 16, 2013

How has Loomis Sayles’ legendary bond fund manager, Dan Fuss, stayed at the top of his game and the top of “the” game for as long as he has? We asked him.

THE BIGGEST DIFFERENCE

July 16, 2013

Top ranked strategist-turned-money manager Richard Bernstein of Richard Bernstein Advisors tells us the biggest differences he’s found between his two professions.

Fuss & Bernstein Transcript 7/12/2013 #1003

July 12, 2013

CONSUELO MACK:This week on WealthTrack, as the 30 plus year era of ever lower interest rates winds down, how can investors stay on track? Loomis Sayles legendary bond manager, Dan Fuss and top ranked strategist and portfolio manager Richard Bernstein share their investment itineraries, next on Consuelo Mack WealthTrack.   Hello and welcome to this […]

STAY THE COURSE AND IF YOU MUST MAKE PORTFOLIO CHANGES TAKE INCREMENTAL STEPS…

July 12, 2013

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 […]

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