WEB FEATURES

MOST RECENT

• HOPKINS: RETIREMENT INCOME CHALLENGE

  Leading retirement income expert, Jamie Hopkins is one of the creators of the curriculum for the relatively new certification for financial planners called the Retirement Income Certified Professional, or RICP.  As baby boomer investors make the challenging transition from accumulating assets while working to spending them in retirement, Hopkins says much of the financial advisory community is playing catch up.

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• TRENNERT: THOUGHT INFLUENCERS

  THOUGHT INFLUENCERS

  Barron’s has called Jason Trennert one of Wall Street’s Best Minds. What books are keeping his mind sharp? He gave us two recent reads that have influenced his thinking on two different topics.
  

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• NADEL: DRAMATIC LESSONS

  DRAMATIC LESSONS

  Top performing international fund manager David Nadel learned the power of recurring cash flows early. His Dad, Warren Nadel was a dentist by profession but a successful songwriter, guitarist, and singer in his spare time. Under his stage name, Randy Starr, Dr. Nadel wrote a number of top ten hits for Elvis and performed with Chuck Berry and his own band, The Islanders.

  Watch the related WEALTHTRACK episode.

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