Tag: WebExtra

ASNESS: CONTROVERSIAL MOVE

June 22, 2018

CONTROVERSIAL MOVE

Financial thought leader Cliff Asness and his fellow Ph.D.’s at money management firm AQR Capital Management have been recognized for their groundbreaking research on markets and investing. Asness and a former colleague, Aaron Brown recently found an investment connection in a seldom used but highly effective ice hockey strategy.

Watch the related WEALTHTRACK episode.

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

May 25, 2018

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

  • Home is one source
  • Have an available home equity line of credit for immediate liquidity
  • Reverse Mortgages:
    • Available under the FHA (Federal Housing Administration) backed program, HECM (Home Equity Conversion Mortgage)
    • • Available to seniors 62 and over
    • • Must live in the home and own it
    • • Have no mortgage or a low mortgage balance
    • HECM is tightly regulated:

    • • Required to meet with HECM counselor to obtain the loan
    • • Information available on U.S. Department of Housing and Urban Development website: www.hud.gov

    Watch the related WEALTHTRACK episode.

TRENNERT: THOUGHT INFLUENCERS

May 18, 2018

THOUGHT INFLUENCERS

Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics.

Watch the related WEALTHTRACK episode.

NADEL: DRAMATIC LESSONS

May 11, 2018

DRAMATIC LESSONS

Top performing international fund manager David Nadel learned the power of recurring cash flows early. His Dad, Warren Nadel was a dentist by profession but a successful songwriter, guitarist, and singer in his spare time. Under his stage name, Randy Starr, Dr. Nadel wrote a number of top ten hits for Elvis and performed with Chuck Berry and his own band, The Islanders.

Watch the related WEALTHTRACK episode.

YARDENI: SIGN OF THE TIMES

May 4, 2018

One of the perks of reading the weekly research of influential strategist and economist Ed Yardeni is his weekly movie reviews. What started as an incidental add-on has become an eagerly anticipated feature.

Watch the related WEALTHTRACK episode.

Back to Top