Tag: Vanguard

THE NEW RETIREMENT CONVERSATION

July 26, 2013

What’s the “new” conversation we should be having about retirement income? Mary Beth Franklin of Investment News 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.

THE NEW RETIREMENT CONVERSATION Transcript 7/26/2013 #1005

July 26, 2013

CONSUELO MACK: This week on WealthTrack, the new architecture for retirement. Personal finance pros Mary Beth Franklin and Kim Lankford discuss the different building blocks now needed for a secure financial future and why insurance will be an important part of the foundation, next on Consuelo Mack WealthTrack. Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What is the next big thing in investing? For your answer, think baby boomers and their retirement. The baby boom generation, some 71 million Americans born between 1946 and 1954, have had an outsized impact on the economy, markets and

ACTIVELY MANAGED FUNDS VS. PASSIVE INDEX FUNDS

June 22, 2013

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. Continue Reading »

Daniel Wallick & Gregg Fisher Transcript 6/21/2013 #952

June 21, 2013

CONSUELO MACK: On this week’s WealthTrack, the active versus passive debate! Two seasoned investment pros argue the case for and against. In a surprising twist, Vanguard Principal Daniel Wallick presents the active management case while award-winning financial advisor Gregg Fisher defends the passive approach. Their arguments are next on Consuelo Mack WealthTrack! Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack. What percentage of your investments are in actively managed funds, what portion are in passive index funds or ETFs? If you are like most investors, the mix is pretty one sided. As you can see from

CHARLES ELLIS: BUILD A TOP PERFORMING BUSINESS CULTURE THAT LASTS

May 3, 2013

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, and has applied his 50 plus year of experience in his new book, What it Takes : Seven Secrets of Success from the World’s Greatest Professional Firms.