Tag: episode_1929

BUILDING A FINANCIAL PLAN TO MATCH YOUR UNIQUE NEEDS WITH INVESTMENT LEGEND CHARLES ELLIS

January 13, 2023

Part 2 of 2

Charles Ellis, also known as “Charley,” is a highly influential thinker in the investing world. He has been a frequent guest on WEALTHTRACK for 17 years and is considered “Wall Street’s Wisest Man” by Money magazine. He has authored 20 books, with the most famous being “Winning the Loser’s Game,” which is now in its 8th edition. In 2022, he published “Figuring it Out: Sixty Years of Answering Investors’ Most Important Questions,” a collection of his most thoughtful and thought-provoking articles and essays.

In part one of our interview, Ellis discussed how much the investing world has changed over the years and his recommendation for individuals to take a total financial portfolio approach to financial planning.

In part two of his exclusive WEALTHTRACK interview, he discusses how individuals can create the best financial plan for their specific situation.

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ELLIS: VANGUARD TRANSFORMED

January 13, 2023

Investment giant Vanguard has been closely identified with its founder John “Jack” Bogle, who created the first index fund for individual investors there in 1976. Bogle left the firm in 1996, but as Charles Ellis explains in Inside Vanguard, Vanguard underwent a transformation after Bogle left. Also, watch this extended interview with John Bogle.

Watch the related WEALTHTRACK episode.

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