For year Martin Fridson was considered to be the guru of high yield bonds, an area he became a specialist in as a bond analyst and strategist at major Wall Street firms. However in 2013 he launched a new wealth management firm specializing in income investing from a wide variety of sources. Why did he […]
WebExtra
DOLL: SPIRITUAL GIVING
Nuveen Asset Management’s high profile Chief Equity Strategist and Senior Portfolio Manager Robert Doll has always been known for his prodigious energy and productivity. Where does he direct it in his personal life when he is not investing? Watch the related WEALTHTRACK episode.
FRANKLIN: SOCIAL SECURITY GURU
Veteran journalist Mary Beth Franklin has covered just about every aspect of personal finance and retirement planning in her years at Kiplinger’s and other publications, but in recent years she has narrowed her focus to become an acknowledged expert on social security benefits. She talks about her transition from generalist to expert. Watch the related […]
KESSLER: ARTISTIC INVESTMENT
In his professional life Robert Kessler manages fixed income portfolios, particularly of U.S. Treasuries, for institutional clients all over the world. His job frequently takes him to China where he has found another investment for his personal portfolio. Watch the related WEALTHTRACK episode.
WINTERS: ACTIVE OPPORTUNITIES
How hard has it been to be an active mutual fund manager, during a six year bull market, when you and most other active fund managers have underperformed passive index funds? That’s the question we put to Wintergreen Fund’s David Winters. Watch the related WEALTHTRACK episode.
TUCHMAN: LONG TERM NECESSITY
What motivated former software entrepreneur, Mitch Tuchman to get into the investment business and develop an index-based, rebalancing model for retirement accounts? It turns out he had a very personal reason. Watch the related WEALTHTRACK episode.
