Tag: premium

FRANKLIN: SOCIAL SECURITY RULES FOR SINGLES

August 9, 2019

SOCIAL SECURITY RULES FOR SINGLES

Benefits guru Mary Beth Franklin explains why the claiming rules for Social Security can be different if you are single.

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Celebrating 25 Years of Stock Picking With the Motley Fool Co-Founders David & Tom Gardner

July 14, 2018

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HOPKINS: RETIREMENT INCOME CHALLENGE

May 24, 2018

Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP.  As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory community is playing catch up.

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PREMIUM: MINERD

September 28, 2017

RECESSION DEFENSE

Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds.


WEALTHTRACK Episode #1415; Originally Broadcast on September 29, 2017

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SCOTT MINERD

Consuelo MackNewsletter available soon.
Mathews Asia

MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO

  • Gold: A logical choice
  • Universally recognized and traded as safe haven
  • Minerd recommends maximum 5% holding
  • Jean-Marie Eveillard recommends maximum 10%
  • Buying gold is a hassle
  • Alternative is gold ETF
    • SPDR Gold Shares (GLD)
    • iShares Gold Trust (IAU)

No Bookshelf titles this week.

MINERD: VALUABLE EARNINGS

  • Bank of America Corporation (BAC)
  • Price: $25.31 on 9/28/17
  • 52-week range: $14.81 – $25.80

  • iShares MSCI Brazil Capped ETF (EWZ)
  • 

iShares MSCI Chile Capped ETF (ECH)

Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

MINERD: BOND CHALLENGE

The challenges of investing in a negative interest rate world. Guggenheim Partners Scott Minerd discusses strategy for his firm and its top-rated bond funds.

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OUT OF RETIREMENT

Scott Minerd now leads one of the fastest growing investment management firms on Wall Street, overseeing nearly $300 billion of assets including six five-star rated bond mutual funds. It’s a far cry from when he packed it all in and retired at the age of 37. Why did he quit and what brought him back?

Subscriber Gateway

March 10, 2013

This page is for current WEALTHTRACK Premium subscribers who are migrating from Mediapass to Tinypass, our new Premium service provider. Please click “Already purchased?” below and use the password you received in your email.

 

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