Tag: WebExtra

BROWNE & SPEARS: MARATHON INVESTORS

June 14, 2019

BROWNE & SPEARS: MARATHON INVESTORS

“It’s a marathon, not a sprint” describes the investment time horizon of Tweedy, Browne’s senior portfolio managers William Browne and John Spears. How have these top-ranked fund managers stayed fresh since starting their investment careers in the 1970’s? They have one response.

Watch the related WEALTHTRACK episode.

YOCKEY: HISTORICAL FICTION

May 24, 2019

HISTORICAL FICTION

A history buff, Mark Yockey is a huge fan of Winston Churchill and a student of the entire World War II period. Among his favorite books are spy novels set in that era.

Watch the related WEALTHTRACK episode.

CORTAZZO: MENTORING BENEFITS

May 17, 2019

MENTORING BENEFITS

Certified Financial Planner, Mark Cortazzo launched his wealth advisory firm, MACRO Consulting in 1992 with a couple of employees and around $20 million in assets under management. Since then this multiyear Barron’s Top Advisor firm has expanded to more than 20 employees with approximately $800 million in assets. A key component of the firm’s success? Mentoring.

Watch the related WEALTHTRACK episode.

LIPSKY & SARGEN: FED UNDER PRESSURE

May 10, 2019

FED UNDER PRESSURE

One of President Trump’s many targets for criticism is the Federal Reserve. The White House wants the Fed to cut interest rates to stimulate the economy.
Economic thought leaders, John Lipsky, and Nick Sargen weigh in on the administration’s very public lobbying effort.

Watch the related WEALTHTRACK episode.

WARD: MODERN PERSPECTIVE

May 3, 2019

MODERN PERSPECTIVE

A common piece of advice is “never do business with friends or family,” the belief being such relationships are problematical from the start. Such is not the case with veteran money manager Howard Ward whose son is now Associate Portfolio Manager of the GAMCO Growth Fund with boss, Mario Gabelli’s blessing.

Watch the related WEALTHTRACK episode.

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