CONSCIOUS CAPITALISM The Motley Fool has won numerous awards for its corporate culture including being named the Best Place to Work by GlassDoor.com in 2014 and 2015. Co-Founders Tom and David Gardner have also been recognized as Heroes of Conscious Capitalism by the non-profit organization by that name where David now serves on the board […]
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ASNESS: CONTROVERSIAL MOVE
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 […]
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT
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 […]
TRENNERT: THOUGHT INFLUENCERS
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
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 […]
YARDENI: SIGN OF THE TIMES
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.
