Tag: WebExtra

Ed Hyman & Dennis Stattman talk about beginnings

January 18, 2013

Financial Thought Leader Ed Hyman and Great Investor Dennis Stattman have each reached  the pinnacle of success in their fields.

Ed Hyman, the Co-Founder and Chairman of independent research firm ISI Group has been voted Wall Street’s Number One Economist for an unprecedented 33 years in a row. 

Dennis Stattman launched the now $50 billion plus BlackRock Global Allocation Fund in 1989.  A Morningstar analyst favorite, this go anywhere, invest in all asset classes fund has delivered equity like 10% annualized returns, with much less than stock market risk since the beginning.

We asked each of them to take us back in time and describe when their interest in finance began. 

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Christine Benz: A Financial Pro’s New Year’s Resolution

December 14, 2012

One of our guests this week on WEALTHTRACK, Christine Benz, Director of Personal Finance for Morningstar.com is, like the rest of us, looking ahead to making personal improvements with their 2013 New Year’s Resolution.

Michael Mauboussin on landing his first job

December 7, 2012

A Financial Thought Leader who has written a fascinating new book titled, The Success Equation: Untangling Skill and Luck in Business, Sports and Investing. Author Michael Mauboussin is the Chief Investment Strategist at Legg Mason Capital Management as well as an award-winning Adjunct Professor at Columbia Business School. In his book, he analyzes how and when luck and skill intersect to produce successful results. He concludes, surprisingly, that luck plays a big role in success, as he explains here in extra with the story behind landing his first job!

 

Watch this episode of WEALTHTRACK.

John Bogle

November 16, 2012

Investment Legend, John Bogle Shares the Investment Lessons of a Lifetime. 

This week, WEALTHTRACK Consuelo’s full interview with John C. Bogle, the founder of Vanguard, now the largest mutual fund company in the world and the creator of index funds, which account for 28% of all stock mutual funds. 

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Jeff Applegate

November 2, 2012

Jeffrey Applegate, Chief Investment Officer of Morgan Stanley’s Wealth Management, is also an avid history buff. The book he recommends to WEALTHTRACK takes us back to the early Middle Ages in England, a time of tumult and upheaval which Applegate says laid the found for the modern state and still has relevance today.

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