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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 […]

FAVORITE EMERGING MARKET

July 12, 2013

It’s not what you expect! Top-rated international economist Nancy Lazar and her team at their new macro-economics, policy and strategy firm, Cornerstone Macro call Middle America their favorite “EM.” Read about that concept, plus why they are “pretty positive” about the U.S. and concerned about China. It’s all in their latest report which they are […]

A NEW INVESTMENT ERA!

July 12, 2013

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…

PREMIUM: DAN FUSS & RICHARD BERNSTEIN

July 11, 20130 Comments

A NEW INVESTMENT ERA! 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 this weekend on CONSUELO MACK WEALTHTRACK. WEALTHTRACK Episode #1003; Originally Broadcast on July 12, 2013 […]

THE BIG RETIREMENT RISK: RUNNING OUT OF MONEY BEFORE YOU RUN OUT OF TIME

July 6, 2013

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

WOMEN, INVESTING AND RETIREMENT, PART TWO

July 5, 2013

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…

Women, Investing & Retirement, Part 2 Transcript 7/05/2013 #1002

July 5, 2013

CONSUELO MACK: This week on WealthTrack, plotting a course towards a secure retirement. Award winning financial advisor Erin Botsford and social security expert Mary Beth Franklin map out the strategies and products you’ll need to anchor your financial future, next on Consuelo Mack WealthTrack.   Hello and welcome to this edition of WealthTrack, I’m Consuelo […]

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