Tag: WebExtra

MURRAY: ADVISORS’ ADVISOR

May 6, 2016

ADVISORS’ ADVISOR

Nick Murray spent 25 years as a stockbroker and sales executive at several major Wall Street firms before finding his calling, advising financial advisors. It wasn’t a deliberately planned career switch.

Watch the related WEALTHTRACK episode.

GARDNER: OPTIMISTIC OUTLOOK

April 29, 2016

OPTIMISTIC OUTLOOK

The Motley Fool Co-founder David Gardner has a spectacular track record. The stock portfolio he has put together since 2002 in his Stock Advisor newsletter has crushed the market with 18% annualized returns versus the S&P 500’s 6.3% gains. Gardner says one of the keys to his success is sticking with his carefully chosen winners through thick and thin. He is also an unrepentant optimist about investing and life.


David Garnder mentions this book in the interview.

Watch the related WEALTHTRACK episode.

MINERD: INVESTMENT CONVERSATIONS

April 22, 2016

INVESTMENT CONVERSATIONS

How do you convince clients to think long-term in a short-term oriented investment world?
Scott Minerd, Chief of Investments and co-portfolio manager of several 5-star rated funds at leading fixed income manager, Guggenheim Partners says it’s easier with institutional investors than it is with individuals.

Watch the related WEALTHTRACK episode.

KASS: EMERGING DIFFERENCE

April 8, 2016

EMERGING DIFFERENCE

Before Michael Kass launched the 5-star rated Baron Emerging Markets Fund in 2011 he managed funds focused on big companies in developed markets. We asked him what the biggest difference was between investing in developing markets and established ones.

Watch the related WEALTHTRACK episode.

LAPERRIERE: WASHINGTON ATMOSPHERE

April 1, 2016

WASHINGTON ATMOSPHERE

Top ranked policy research analyst Andy Laperriere has spent more than two decades immersed in Washington’s political scene, as both an insider and outside analyst. We asked him if the tenor of discourse in the nation’s capital is really as bad as reported?

Watch the related WEALTHTRACK episode.

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