Tag: pledge

IF YOU’VE WON THE GAME, STOP PLAYING

July 17, 2019
This summer weekend we are revisiting a recent program about the greatest retirement fear – running out of money. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. Watch it again now.

NEW THIS WEEK… Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s Christine Benz and Jeff Ptak in their new podcast series “The Long View” which they are sharing with us on WEALTHTRACK this week.
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HOW DO YOU APPLY SOCIALLY RESPONSIBLE INVESTING PRINCIPLES TO YOUR PORTFOLIO?

June 7, 2019
As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing. You can watch the episode again here.

NEW THIS WEEK…
In this week’s EXTRA feature we’ll share a link to a report about how you apply socially responsible investing principles to your portfolio from the forum for sustainable and responsible investment. It is a roadmap for professional investors which is also useful for individuals and anyone managing money.
Sign up to download report [.pdf] Please Note: To access your free download of Moving Forward with Sustainable Investing: A Roadmap for Asset Owners, click on to “Add to my Shopping Cart” and “Proceed to Checkout”.
Fill in your contact details, and click the credit card option (There is no charge and you will not be asked for credit card details). On the next page, you’ll receive a link to your free download.


Other episodes from the WEALTHTRACK Archives about social impact investing:

SECULAR RISK & THREATS TO LONGTERM TOP LINE & EARNINGS GROWTH ARE INCREASING WITH CHANGING TECHNOLOGY

May 31, 2019
It’s the first week of the spring fundraising season on Public Television, so WEALTHTRACK might not be airing on your local channel. Consequently, we are revisiting a recent exclusive interview with Fund Manager of Year winner David Giroux on the growing secular risks in companies. You can watch the episode again here.

NEW THIS WEEK…
One of the most shocking and intriguing insights shared by this week’s guest David Giroux, Head of Investment Strategy at T. Rowe Price is that 31% of S&P 500 companies are being disrupted by secular risk and the threats to their long term top line and earnings growth are increasing, as are the number of companies affected. A huge source of the risk is changing technology. A large group of T. Rowe Price’s portfolio managers and analysts recently returned from the firm’s annual trip to Silicon Valley where they pick the brains of top executives of leading tech-oriented companies. The firm is sharing its findings with us in their recently published report, “Technological Innovation and Disruption.” It’s a fascinating read.

Technological Innovation and Disruption Download the report [.pdf]


David Giroux from the WEALTHTRACK Archives:

HOW DAVID GIROUX DELIVERS STOCK MARKET PERFORMANCE WITH MUCH LESS RISK

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk.
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FINANCIAL ADVISORS

June 1, 2018
It’s the start of summer pledge season on Public Television. We are revisiting some interviews that have been of great interest to our viewers. An exclusive interview with outspoken Treasury bond manager Robert Kessler. What’s to blame for the sea change that has occurred in the financial markets in recent months? Watch this episode again.

NEW THIS WEEK: One of the questions we are often asked is “How do I find a good financial planner?”
Jamie Hopkins, Co-Director of the Center for Retirement Income at The American College of Financial Services, shares his thoughts on how to find the right advisor.
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FAANG STOCKS DOMINANCE

March 16, 2018
Public television’s spring fundraising drive is underway which means we’re revisiting with retirement expert Kristi Mitchem discussing why financial planning makes both millennials and baby boomers happier. You can watch the episode again here. For more about Millennials and their interest in socially responsible investing (SRI) read: The Power of the Millennial – by Christina Siegel, CFA, Miller Value Partners
NEW THIS WEEK…
Thornburg Value Fund’s Connor Browne was an early investor in Google and Facebook and at various points has owned Amazon and Netflix. What’s his view of these industry disruptors now? Will they continue to innovate and dominate? Browne brings us up to speed on the state of their market and technology evolution.

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