A couple of years ago Great Investor Steven Leuthold had $5 billion dollars under management and was overseeing 7 mutual funds at his old firm, The Leuthold Group, plus publishing a lengthy newsletter, View From the North Country every month. Then he decided to call it quits from the mutual fund business and launch a […]
WebExtra
KESSLER: A SIMPLE CHOICE
Great Investor Robert Kessler, CEO of Kessler Investment Advisors has managed portfolios of global government debt for decades. In recent years however he has narrowed his focus to U.S. Treasury debt. He explains why. Watch the related WEALTHTRACK episode.
GRIFFIN AND TAYLOR: THE LONGEVITY RISK
Because the vast majority of women live longer than men a different equation is needed to figure out how to afford retirement. Levels of spending are a key component. Watch the related WEALTHTRACK episode.
PETRIE: ENERGY RISKS AND REGULATION
Financial Thought Leader Tom Petrie has been in the thick of global energy developments and debate for 40 years as an analyst, investment banker and strategist. He believes the energy revolution, the enormous increase in oil and gas supplies brought about by fracking technology is for real. He also says the valid environmental concerns associated […]
HASENSTAB: LOOKING IN ALL THE RIGHT PLACES
Many global investors research and travel the world aboard the World Wide Web and depend on analysts in faraway places. Templeton Global Bond Fund Portfolio Manager, Michael Hasenstab believes nothing beats being there himself. He explains why he is traveling more than ever.
BENZ: “THE BUCKET APPROACH” TO RETIREMENT
Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets. Bucket one is completely […]
