Tag: WebExtra

THE BIGGEST DIFFERENCE

July 16, 2013

Top ranked strategist-turned-money manager Richard Bernstein of Richard Bernstein Advisors tells us the biggest differences he’s found between his two professions.

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FAVORITE EMERGING MARKET

July 12, 2013

20130710_ECO_America-1It’s not what you expect!
Top-rated international economist Nancy Lazar and her team at their new macro-economics, policy and strategy firm, Cornerstone Macro call Middle America their favorite “EM.”
Read about that concept, plus why they are “pretty positive” about the U.S. and concerned about China. It’s all in their latest report which they are sharing with us.

Download  “Favorite Emerging Market” [pdf]

MONEY BOOT-CAMP

July 5, 2013
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Empower the women in your life to take control of their finances.  Our WEALTHTRACK expert and regular, Mary Beth Franklin, steers you to an exciting new website that will help us all, men and women alike. Learnvest.com

THINK LIKE A WOMAN!

June 26, 2013

THINK LIKE A WOMAN!

  • Schedule a visit with your financial advisor
  • Discuss how portfolio reflects your long-term lifestyle needs and personal values

Great Bond Investor Exclusive

June 14, 2013

This week’s Great Investor guest is a maverick bond investor and a WEALTHTRACK exclusive. He is Stephen Smith, long time co-portfolio manager of the five-star rated, Brandywine Global Opportunities Bond Fund which has delivered exceptional returns over the years. Smith discusses what he is doing with his personal portfolio. True to form, he takes a very different path from what you might expect.

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