WEB EXTRA

Find EXTRA information here to make you a more successful long-term investor.  Each week we add another nugget of financial information, whether it be proprietary research from our guests’ firms, lists of recommended stocks not mentioned on-air, or an audio-cast with WEALTHTRACK’s Brain Trust.   In addition, find segments of web- exclusive interviews that give insight into what makes our guests the best in the business.

• GRANT & ZWEIG: ENLIGHTENING LITERATURE

  

  ENLIGHTENING LITERATURE

  Highly respected journalists and Financial Thought Leaders, James Grant and Jason Zweig each share a recently read book which has expanded their knowledge and perspective.

  Watch the related WEALTHTRACK episode.



 



• BERNSTEIN: PACTIVE MANAGEMENT

  

  PACTIVE MANAGEMENT

  Merrill Lynch’s longtime top-ranked investment strategist Richard Bernstein launched his own investment advisory firm, Richard Bernstein Advisors(RBA) in 2009 to apply his “top-down” macro strategy and quantitative analytical skills to real portfolios. He decided to combine his active asset allocation approach with passive investment instruments such as ETFs in what he trademarked as Pactive ...



 



• TESTORF: MIND CLEARING ACTIVITY

  

  Running international portfolios is an intense, high-pressure job requiring extensive research about multiple topics. How does ClearBridge International Growth Funds’ Michael Testorf de-stress?  Windsurfing.

  Watch the related WEALTHTRACK episode.



 

• DOLL: GUIDING PRINCIPLES



 



• DREIFUS: PRINCIPLED ACCOUNTING



 



• PETRIE: WOMEN IN THE OLD AMERICAN WEST



 



• GARDNER: CONSCIOUS CAPITALISM



 



• ASNESS: CONTROVERSIAL MOVE



 



• HOPKINS: RETIREMENT INCOME CHALLENGE



 



• TRENNERT: THOUGHT INFLUENCERS



 

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