What’s the “new” conversation we should be having about retirement income? Mary Beth Franklin of InvestmentNews and Kimberly Lankford of Kiplinger’s Personal Finance tell us how the typical approach changed and the new tools we should use for guaranteed income that lasts a lifetime.
Vanguard
ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS
Two seasoned investment pros argue the case for and against actively managed funds versus passive index funds.
In a surprising twist, Vanguard principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach.
WATCH NOW…
CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS
An exclusive interview with Financial Thought Leader Charles Ellis about “what it takes” to be the best in the business. Ellis shares fifty years of wisdom learned from advising firms and governments on where to invest.
Harold Evensky: Afraid of Outliving Your Retirement Savings?
We talk about a strategy to make your retirement portfolio last with one of the most respected financial planners in the country. We have a rare interview with Harold Evensky, President of the fee-only financial advisory firm, Evensky & Katz. Evensky has been recognized as a top financial advisor by numerous publications, held leadership positions on many professional financial industry boards, writes financial columns and papers and is the author of several books including Wealth Management.
Charles Ellis & Mark Cortazzo
How much do you pay in investment fees every year? What is the actual dollar amount you pay to your financial advisor, let alone the mutual funds you own and the firms that have custody of your investments? How much do they really take away from your portfolio and its performance over the years? According to a ground breaking article by legendary financial consultant and WEALTHTRACK guest Charles Ellis, “investment management fees are much higher than you think.”
