WEALTHTRACK

WEALTHTRACK

anchor.fm/wealthtrack
Consuelo Mack has a long and distinguished career in business journalism. In 2005 she struck out on her own to launch her dream program, a weekly half-hour program on public television devoted to helping Americans build and protect their wealth over the long-term. Now in its sixteeth season, CONSUELO MACK WEALTHTRACK has been dubbed the “Cramer Antidote” by the press and Money Magazine named Mack “The Best Money TV Host.” WEALTHTRACK is the only program on television devoted to long-term diversified investing in all of the investments people care about. Support this podcast: https://anchor.fm/wealthtrack/support


Social Security: Specific Benefit Advantages for Different Situations
Aug 16 • 7 min
Additional discussion about how Social Security rules are changing. As benefits guru, Mary Beth Franklin told us on a recent WEALTHTRACK, there are nearly 3,000 rules governing this benefit and there are specific advantages for different situations. This…
Social Security: The New Rules With Benefits Guru Mary Beth Franklin
Aug 9 • 25 min
Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize. Many of us underestimate how important this benefit is. - It is the single largest source of income for the majority of…
Bill Miller IV on How His Investment Style Differs From His Dad’s, Legendary Investor Bill Miller
Aug 2 • 25 min
Who is carrying on the traditions of today’s great investors? When you are investing in a fund with an impressive track record and distinctive philosophy and approach is there any guarantee that those qualities will continue with the next generation? We…
Market-Beating Returns With Next-Generation Investor Samantha McLemore
Jul 26 • 24 min
We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working alongside today’s investment greats. As part of that series, we are doing one on one podcasts with the less…
The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System
Jul 20 • 1 min
Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s “The Long View” podcast which they are sharing with us on WEALTHTRACK this week. Listen here: https://wealthtrack.com/if-youve-won-the-game-stop-playing/…
Municipal Bond Markets Are Attracting Record Amounts of Investor Money
Jul 12 • 25 min
Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella. The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured…
Market Beating Value Investors: The Next Generation
Jul 5 • 25 min
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.…
51% of Personal Wealth in the U.S. Is Controlled by Women
Jun 29 • 25 min
Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance. The economic might of women is large and growing. According to research put together by New York Life Investment Management, 51% of the personal wealth in the…
Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To
Jun 21 • 25 min
Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018. Despite Berkshire’s stunning record…
The Culture of Value Investing From Ben Graham’s & Warren Buffett’s Former Brokerage Firm
Jun 14 • 25 min
“It’s a marathon, not a sprint” describes the investment time horizon of Tweedy, Browne’s senior portfolio managers William Browne and John Spears. Wall Street is haunted by the ghosts of brokerage firms past. Names such as Dean Witter, Kidder Peabody,…
Impact Investing Advice - This week on WEALTHTRACK
Jun 7 • 1 min
As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station, so we are revisiting a recent interview on the topic of impact investing. NEW THIS WEEK: In this week’s extra feature we’ll share a link to a…
Technological Innovation & Disruption - EXTRA this week.
Jun 1 • 1 min
It’s the first week of the spring fund raising season on Public Television we are revisiting a recent exclusive interview with Fund Manager of Year winner David Giroux on the growing secular risks in companies. NEW THIS WEEK: A large group of T. Rowe…
Sustainable Growth at Reasonable Prices: What in the World Is Great Investor Mark Yockey Finding?
May 24 • 25 min
International investing star Mark Yockey joins us in a WealthTrack Exclusive to discuss his global stock picks. With episodic exceptions the U.S. has been the place to invest since the global financial crisis. There have been occasional bouts of…
Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement [2019]
May 17 • 25 min
Our focus this week: The challenge facing most of us! Nobel Prize-winning behavioral economist Richard Thaler recently called the drawing down of money in retirement “way harder” than the saving phase because of the uncertainty of how long we will live.…
Record Government Debt & Low to Negative Interest Rates Challenge Global Financial Stability
May 10 • 25 min
Market volatility is back. The roller coaster trade negotiations between the U.S. and China are lurching downward again causing a multi-day market sell-off rivaling declines in December of last year. The much bigger question is how stable is the world…
Late Cycle Growth Opportunities? GAMCO Growth Fund’s Market Beating Howard Ward Looks to the FAANGs
May 3 • 25 min
Short term interests remain steady. The Federal Reserve decided to keep its benchmark federal funds rate at the same 2-1/4 to 2-1/2 percent range it had since January when it put its previous series of rate hikes on hold. Two percent is of course the…
The “Story of The Decade”: Why U.S. Economy Strengthens While Setting Records for Longevity
Apr 27 • 25 min
This summer will mark the longest economic recovery in U.S. history. The bull market already made it into the record books for longevity in August of 2018. The S&P 500 and the NASDAQ reached new record highs just this Tuesday. Rather than a cause for…
Environmental Impact Investing Is Attracting Dollars & Delivering Results. 2 Experts Share Strategies
Apr 19 • 25 min
Remember the expression, “Follow the money” from the Deep Throat character in ALL THE PRESIDENT’S MEN? We are following the money for you. We also want to, “Show you the money,” Tom Cruise’s mantra in JERRY MAGUIRE. We can do both with one investment…
Financial Crisis Survival Lessons: Beats Market & Peers Since Bottom (Ariel Fund)
Apr 12 • 25 min
Patience is usually considered to be a virtue except when it comes to investing. Investors are notoriously impatient when the funds they are in underperform the market for a few years. The magic number seems to be three. There was an influential study of…
2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains
Apr 5 • 25 min
Great value investor Joel Greenblatt reveals his two secrets to investment success. He is living proof that active management can still work really well. Greenblatt is Managing Principal and Co-Chief Investment Officer of Gotham Asset Management where he…
Treasury Bond Maven Robert Kessler Warns of Recession Ahead & Where to Take Shelter
Mar 29 • 25 min
Yields on government bonds are falling across the globe. The yields on the benchmark 10-year bond in both Germany and Japan are negative for the first time in a couple of years. The European Central Bank, already announced it would hold its short-term…
Prescient Economist & Fed Expert Paul McCulley on No Recession Ahead & Fed’s Tightening Done
Mar 22 • 25 min
Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watching now? WEALTHTRACK #1540 broadcast on March 22, 2019. More info at WEALTHTRACK —- Support this podcast:…
Building Women’s Financial Health: Award-Winning Wealth Advisor Karen Altfest
Mar 15 • 17 min
Helping women become financially secure is a primary motivation for Karen Altfest. Altfest Personal Wealth Management’s Principal Advisor shares her women-centric approach. WEALTHTRACK #1539 published on March 15, 2019. More WEALTHTRACK WOMEN —- Support…
The Do-It-Yourself Retirement System Isn’t Working. Retirement Pro Teresa Ghilarducci Has Solutions
Mar 8 • 30 min
The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Economist and retirement expert Teresa Ghilarducci says the U.S.’ 40-year experiment with do-it-yourself retirement…
Three Inspiring Women Entrepreneurs Share Their Unusual Routes to Success
Mar 1 • 50 min
WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice from three successful women entrepreneurs including S’well’s Sarah Kauss. Pension expert Teresa Ghilarducci…
Purpose Matters. Philanthropy and Social Responsibility Experts Describe the New Civic Age
Feb 22 • 25 min
Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success of business should be measured in terms of more than just its financial performance, and when asked what the primary…
Invest Where Others Fear to Tread for Income and Appreciation: Eaton Vance’s Kathleen Gaffney
Feb 15 • 25 min
If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like…
Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity
Feb 8 • 25 min
2019 could be a year for the record books. The economic expansion turns ten this summer, which would make it the longest recovery ever. The bull market reached that milestone in August of 2018 and despite serious fits and starts has continued its run. The…
The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV
Feb 6 • 33 min
In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value prices. Learn more at: www.wealthtrack.com/miller-iv-income-strategy —- Support this podcast:…
Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts
Feb 1 • 25 min
Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. WEALTHTRACK #1533 broadcast on February 01, 2019. More info at WEALTHTRACK —- Support this podcast:…
Socially responsible investing is booming with 26% of US assets under management. Experts explain
Jan 25 • 25 min
Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Broadcast on January 25, 2019. Details at WEALTHTRACK website. —- Support this podcast:…
David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner
Jan 18 • 25 min
5-star manager David Giroux explains why more companies’ businesses are at risk. WEALTHTRACK #1531 broadcast on January, 18, 2018. More info at www.wealthtrack.com —- Support this podcast: https://anchor.fm/wealthtrack/support
Current Market Dynamics and Strategy: An Exclusive Interview With Great Investor Hersh Cohen
Jan 11 • 19 min
Great Investor Hersh Cohen has been investing for half a century, He shares his perspective on today’s challenging markets. WEALTHTRACK #1530. Published on January 11, 2019 www.wealthtrack.com —- Support this podcast: https://anchor.fm/wealthtrack/support
Unlocking China’s Undiscovered Treasures With Matthews China Small Companies Fund’s, Tiffany Hsiao
Dec 28, 2018 • 47 min
Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small Companies fund explains the attraction. WEALTHTRACK #1528 published on December 28, 2018. For more…
2019 Global Outlook: Synchronized Global Slowdown and Peaking Profits. A McLennan & Hyman Exclusive
Dec 21, 2018 • 25 min
Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1527 broadcast on December 21, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
U.S. Outlook From Top Economist Ed Hyman & Global Portfolio Manager Matthew McLennan
Dec 14, 2018 • 25 min
Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1526 broadcast on December 14, 2018. —- Support this podcast:…
Morningstar’s Personal Finance Guru, Christine Benz With an Annual Financial Wellness Checkup
Dec 7, 2018 • 25 min
How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup. WEALTHTRACK #1525 broadcast on December 07, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Dr. Richard Sandor on Financial Futures & Carbon Trading Discusses His “Best Idea Yet”
Nov 30, 2018 • 22 min
Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an…
What’s next as the world embraces a legal cannabis industry?
Nov 23, 2018 • 50 min
Canada’s legalization of marijuana use is the first major domino to fall as the world accepts a legitimate cannabis industry. History, opportunity, and challenges with David Kretzmann, analyst, and advisor to The Motley Fool’s “Marijuana Masters” and…
Blackstone’s Tony James Discusses the Outlook for Private Equity and Other Alternative Investments
Nov 16, 2018 • 25 min
In Part Two: The outlook for private equity with financial thought leader Tony James, Executive Vice Chairman, Blackstone. WEALTHTRACK #1522, broadcast on November 16, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Blackstone’s Executive Vice Chairman Tony James Discusses His Passion for Rescuing Retirement
Nov 9, 2018 • 25 min
A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WEALTHTRACK #1521 broadcast on November 9, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Western Asset Management’s Robert Amodeo Says Munis Can Still Provide a Safe Haven for Investors
Nov 2, 2018 • 25 min
Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WEALTHTRACK #1520 broadcast on November 2, 1018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Could U.S. Trade Tensions With China Actually Create Investment Opportunities There?
Oct 26, 2018 • 25 min
An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. WEALTHTRACK #1519 broadcast on October 27, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Credit Market Maven and Historian James Grant on Why Interest Rates Matter
Oct 19, 2018 • 25 min
Why interest rates still matter with influential financial journalist and historian James Grant. WEALTHTRACK #1518 broadcast on October 19, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Value Investing Under Pressure and the Pressure to Go Passive
Oct 12, 2018 • 25 min
The investment sea change. Value is out, growth is in and passive keeps beating active. Financial thought leaders James Grant and Jason Zweig weigh in. WEALTHTRACK #1517 broadcast on October 12, 2018. —- Support this podcast:…
What’s the Biggest Risk in the Markets Today?
Oct 5, 2018 • 25 min
Top strategist Richard Bernstein says investors are looking for risk in all the wrong places. He explains where he believes the biggest risk by far is in the bond market. WEALTHTRACK #1516 broadcast on October 05, 2018. —- Support this podcast:…
Exploring Overseas Opportunities With a Top Ranked Fund Manager
Sep 28, 2018 • 25 min
5-star fund manager Michael Testorf of ClearBridge International Growth fund makes the contrarian case for overseas growth stocks. WEALTHTRACK #1515 broadcast on September 28, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Why Five Star Fund Manager Mary Ellen Stanek Is Proud to Be Boring
Sep 21, 2018 • 25 min
5-star fund manager Mary Ellen Stanek explains why she is proud to describe her Baird Core Plus Bond Fund as sleep insurance for investors. WEALTHTRACK #1514 broadcast on September 21, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Nuveen’s Veteran Chief Equity Strategist Bob Doll Shares His Views on the Markets and Strategy
Sep 14, 2018 • 25 min
Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on September 14, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
What Do Top Performing Investors and Recognized Financial Thought Leaders Think About Bitcoin?
Sep 8, 2018 • 25 min
Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had an opinion! This week we decided to share a sampling from 17 of our top investors and financial thought…
A Legendary Value Investor Mixes Passive With Active to Overcome Destructive Investor Behavior
Apr 20, 2018 • 25 min
An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active strategies. WEALTHTRACK #1444 broadcast on April 20, 2018. —- Support this podcast:…
Are Cryptocurrencies the Next Big Thing? ETF Expert Matt Hougan Explains His Move to Cryptos
Apr 13, 2018 • 25 min
Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge
Apr 6, 2018 • 25 min
What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
How David Giroux Delivers Stock Market Performance With Much Less Risk
Mar 30, 2018 • 25 min
A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WEALTHTRACK #1441 broadcast on March 20, 2018. —- Support this podcast:…
Avoiding the Nightmare of Running Out of Money in Retirement With Top Wealth Advisor, Mark Cortazzo
Mar 24, 2018 • 25 min
How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Connor Browne Invested in Google and Facebook From the Beginning. What’s His View of the FAANGs Now?
Mar 16, 2018 • 21 min
Thornburg Value Fund’s Connor Browne was an early investor in industry disruptors. Will they continue to innovate and dominate? Browne brings us up to speed. WEALTHTRACK #1439 published on March 16, 2018. —- Support this podcast:…
Rich Universe: Investor Chuck Royce Is Finding Numerous Opportunities Overseas in Small Cap Stocks
Mar 2, 2018 • 24 min
A rare interview with small cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WEALTHTRACK #1436 broadcast on February 23, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Financial Smarts: Jonathan Clements’ Tips to Raise Financially Savvy Children
Mar 2, 2018 • 22 min
How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Jonathan Clements shares his common sense How toThink About Money approach. WEALTHTRACK #1437 published on March 02, 2018. —- Support this podcast:…
Financial Markets Warning: T-Bond Manager Robert Kessler Says Play It Safe, There Is Danger Ahead
Feb 17, 2018 • 25 min
A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WEALTHTRACK #1435 broadcast on February 16, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick
Feb 9, 2018 • 25 min
Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick. WEALTHTRACK #1434 broadcast on February 09, 2018. —- Support this podcast:…
Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain
Feb 2, 2018 • 25 min
Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WEALTHTRACK # 1433 broadcast on February 2, 2018. —- Support this podcast: https://anchor.fm/wealthtrack/support
Riding a Market Melt-Up Then Coping With the Melt-Down With Legendary Investor, Jeremy Grantham
Jan 26, 2018 • 25 min
Are we in the final “melt-up” stage of the record breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate. WEALTHTRACK #1432 broadcast on January 26, 2018. —- Support this podcast:…
Bill Miller on Investing in Disruptive Technologies including Bitcoin
Jan 19, 2018 • 25 min
Miller Value Partners’ Bill Miller holds the record for being the only mutual fund manager to beat the market for 15 years in a row. One way he did it is by investing in new technologies that the Wall Street establishment thought were crazy at the time -…
Global Growth Accelerating: After a Decade of Subpar Growth Economies Are Picking Up Speed
Jan 12, 2018 • 24 min
Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street’s #1 economist Ed Hyman and global value manager Matthew McLennan. WEALTHTRACK #1430 broadcast on Jamurary 12, 2018. —-…
#1 Economist Hyman & Leading Value Manager McLennan Discuss Economic Surges & Super Bull Markets
Jan 5, 2018 • 25 min
Are we in a rare “super” bull market? In our exclusive annual outlook for the U.S. economy and markets Ed Hyman, Wall Street’s #1 ranked economist for a record 37 years provides answers, with leading value manager Matthew McLennan. WEALTHTRACK #1429…
Tax Revolution: Essential Tax Advice For Right Now
Dec 29, 2017 • 21 min
Tremendous changes are ahead for taxpayers. Award-winning personal finance journalist, Mary Beth Franklin covers the biggest ones, plus provides an update on Social Security. WEALTHTRACK #1428 published on December 29, 2017. —- Support this podcast:…
Tax Revolution: Essential Tax Advice For Right Now
Dec 23, 2017 • 18 min
Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Bitcoin: Currency of the Future or Investment Mania? Bill Miller’s Transformative Innovation Case
Dec 13, 2017 • 27 min
After extensive research on digital currencies, legendary value investor Bill Miller has decided Bitcoin has passed enough tests to potentially reshape the global currency markets. He explains why and describes his investment approach. WEALTHTRACK #1426…
Warning Signs: Elevated Markets & Bitcoin
Dec 9, 2017 • 20 min
Financial historian, author and investor, Professor Richard Sylla analyzes the riskiness of today’s record breaking markets and phenomena like Bitcoin. WEALTHTRACK #1425 published on December 8, 2017. —- Support this podcast:…
Tax Impact on Giving
Dec 1, 2017 • 16 min
Anticipation of tax reform is affecting charitable giving. Consequences, strategies & overcoming barriers. The latest from Fidelity Charitable’s Pamela Norley. WEALTHTRACK #1424 published on December 01, 2017. —- Support this podcast:…
Taxing Consequences. What You Need To Know
Nov 25, 2017 • 19 min
It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul effort now with huge implications for many. In an exclusive follow-up discussion with EY’s Elda Di Re, we…
Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier
Nov 17, 2017 • 25 min
Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WEALTHTRACK #1422 broadcast on November 17. 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Bond Investor Kathleen Gaffney: We Are at an Important Inflection Point With Major Repercussions
Nov 10, 2017 • 25 min
Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns. WEALTHTRACK #1421 broadcast on November 10, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Keys to Investment Success With Dennis Stattman, Co-Founder Blackrock Global Allocation Fund
Nov 3, 2017 • 26 min
Great investor Dennis Stattman recently retired from running the award winning BlackRock Global Allocation Fund. He’ll share his investment lessons learned and how to apply them now. WEALTHTRACK #1420 broadcast on November 3, 2017. —- Support this…
Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest
Oct 27, 2017 • 24 min
Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time. WEALTHTRACK #1419 broadcast on October 27, 2017. —- Support this podcast:…
Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid
Oct 13, 2017 • 25 min
With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas. WEALTHTRACK #1417 broadcast on October 13, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Retirement Experts Address The Rising Costs And How To Conquer Them
Oct 6, 2017 • 25 min
Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017 —- Support this podcast: https://anchor.fm/wealthtrack/support
Guggenheim’s Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?
Sep 29, 2017 • 25 min
Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds. WEALTHTRACK #1415 broadcast on September 29, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
WHERE IN THE WORLD THEY DO YOU FIND COMPOUNDING GROWTH AT VALUE PRICES?
Sep 22, 2017 • 25 min
A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world class growth at value prices. WEALTHTRACK #1414 broadcast on September 22, 2017. —- Support this podcast:…
What Socially Responsible Investing Really Means & Why It Is In So Much Demand
Sep 15, 2017 • 24 min
The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WEALTHTRACK #1413 broadcast on September 15, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Trennert & Zweig: Market Restructuring
Sep 8, 2017 • 24 min
What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WEALTHTRACK #1412 broadcast on September 8, 2017. —- Support this podcast:…
Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond
Sep 1, 2017 • 25 min
Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy
Aug 25, 2017 • 25 min
An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on August 25, 2017 —- Support this podcast: https://anchor.fm/wealthtrack/support
Long Time Baron Opportunity Fund’s Portfolio Manager on Where He is Investing for High Growth
Jul 28, 2017 • 25 min
Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
2 Winning Bond Managers Explain Low Interest Rates & Subdued Inflation Will Keep Recovery on Track
Jul 21, 2017 • 25 min
Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRACK #1405 broadcast on July 21, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies
Jul 14, 2017 • 25 min
In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WEALTHTRACK #1404 broadcast on July 14, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
Burton Malkiel Wrote “A Random Walk Down Wall Street” In ‘73. Have His Views Changed?
Jul 7, 2017 • 25 min
Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street. WEALTHTRACK #1403 broadcast on July 07, 2017. —- Support this…
Investing Where You Don’t Want To Be, With Tocqueville Fund’s Contrarian Manager Robert Kleinschmidt
Jun 30, 2017 • 24 min
In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be. WEALTHTRACK #1402 broadcast on June 30, 2017. —- Support this podcast:…
Charitable Giving Hit An All-Time High. How Do You Maximize Your Philanthropy And Tax Deductions?
Jun 23, 2017 • 25 min
2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind…
What’s The Formula for Investment Longevity & Success? John Rogers Shares His Approach
Jun 16, 2017 • 25 min
Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers. WEALTHTRACK #1352 broadcast on June 16, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
HIGH RISK BOND MARKETS GIVE ACTIVE MANAGEMENT THE EDGE
May 26, 2017 • 25 min
The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management. WEALTHTRACK #1349 broadcast on May 26, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
TOP RANKED ECONOMIST NANCY LAZAR DISCUSSES THE PROSPECTS FOR THE U.S. ECONOMY.
May 19, 2017 • 25 min
In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run. WEALTHTRACK #1348 broadcast on May 17, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
WHY DOES ACTIVE STOCK PICKER TOM GARDNER RECOMMEND MOST OF US SHOULD INVEST IN A PASSIVE INDEX FUND?
May 13, 2017 • 24 min
Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it. WEALTHTRACK #1347 broadcast on May 12, 2017. —- Support this podcast:…
INVESTOR DAVID WINTERS RAISES THE ALARM ABOUT THE FLOOD OF MONEY POURING INTO INDEX FUNDS
May 5, 2017 • 26 min
Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed. WEALTHTRACK #1346 broadcast on May 05, 2016. —- Support this podcast: https://anchor.fm/wealthtrack/support
Wallack: Contrarian Approach
Apr 28, 2017 • 26 min
A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack. WEALTHTRACK #1345 broadcast April 28, 2107. —- Support this podcast: https://anchor.fm/wealthtrack/support
Franklin & Kotava: Money Saving Advice
Apr 21, 2017 • 25 min
How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2017. —- Support this podcast: https://anchor.fm/wealthtrack/support
IT’S TOTALLY OVER FOR MUTUAL FUNDS! SO SAYS MATT HOUGAN: THE EXODUS INTO ETFS IS ACCELERATING
Apr 14, 2017 • 26 min
Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money. WEALTHTRACK #1343 broadcast on April 14, 2016. —- Support this podcast: https://anchor.fm/wealthtrack/support
A RARE INTERVIEW: CONTRARIAN INVESTOR BILL MILLER DISCUSSES SOME OF HIS MOST CONTROVERSIAL HOLDINGS
Apr 7, 2017 • 26 min
Legendary investor Bill Miller has always been an independent thinker and investor. In a rare interview he gives his rationale for some of his most controversial holdings. WEALTHTRACK #1342 broadcast on April 07, 2017. —- Support this podcast:…
Earhart & Hopkins: Personal Retirement Paycheck
Mar 31, 2017 • 25 min
Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement. WEALTHTRACK #1341 broadcast on March 31, 2017. —- Support this podcast:…
AN EXCLUSIVE WITH T. ROWE PRICE’S BRIAN ROGERS ON THE LESSONS LEARNED FOR SUCCESSFUL INVESTING
Mar 24, 2017 • 26 min
T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to…
Roberts: High Risk Market
Feb 24, 2017 • 26 min
An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk. WEALTHTRACK #1336 broadcast on February 24, 2017. —- Support…
Dreifus: Small Treasures
Feb 17, 2017 • 26 min
Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus. WEALTHTRACK #1334 broadcast on February 10, 2017. —- Support this podcast:…
Hartnett: The Great Roatation
Feb 17, 2017 • 26 min
The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors. WEALTHTRACK #1333 broadcast on…
Langstraat & Welch: Tax-Advantaged Investing
Feb 17, 2017 • 26 min
How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch. WEALTHTRACK #1335 broadcast on February 17,2017. —- Support this podcast:…