Tag: WebExtra

NORELY: DEMOCRATIZING PHILANTHROPY and USNIK: CARING CORPORATIONS

February 23, 2019

DEMOCRATIZING PHILANTHROPY

Giving through donor-advised funds is the fastest growing trend in philanthropy. Pamela Norley explains the appeal.

CARING CORPORATIONS

Why write a how-to-book for executives on integrating social responsibility into a company’s culture? The Caring Economy author Toby Usnik is on a mission to spread the word.

Watch the related WEALTHTRACK episode.

GAFFNEY: MENTAL RENEWAL

February 16, 2019

MENTAL RENEWAL

How does globe-trotting, award-winning diversified fixed income manager Kathleen Gaffney stay mentally fresh? We asked her.
Kathleen Gaffney recommends two guided meditation podcasts:

Watch the related WEALTHTRACK episode.

RISSMILLER & BOHNSACK: TRANSFORMATIONAL SHIFTS

February 8, 2019

TRANSFORMATIONAL SHIFTS

Two key members of Strategas Research Partners’ top-rated macro-research team recommend two books exploring game-changing developments affecting technology and the economy.

Watch the related WEALTHTRACK episode.

MILLER IV: INCOME STRATEGY

February 1, 2019

In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value prices.
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LAROSA & WOLL: SUSTAINABLE CAREER PATHS

January 25, 2019

SUSTAINABLE CAREER PATHS

Socially Responsible Investing is booming now. Such was not always the case. Lisa Woll and Laura LaRosa were early adaptors.

Watch the related WEALTHTRACK episode.

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