104 EpisodesProduced by Consuelo MackWebsite

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, CONSUEL… read more

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104 Episodes | 2017 - 2019

Social Security: Specific Benefit Advantages for Different Situations

August 17th, 2019


Additional discussion about how Social Security rules are changing.  As benefits guru, Mary Beth Franklin told us on a recent WEALTHTRACK, there are …

Social Security: The New Rules With Benefits Guru Mary Beth Franklin

August 9th, 2019


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 …

Bill Miller IV on How His Investment Style Differs From His Dad’s, Legendary Investor Bill Miller

August 2nd, 2019


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 …

Market-Beating Returns With Next-Generation Investor Samantha McLemore

July 26th, 2019


 We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working …

The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System

July 20th, 2019


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:

Municipal Bond Markets Are Attracting Record Amounts of Investor Money

July 12th, 2019


Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.    

The nearly $4 trillion dollar …

Market Beating Value Investors: The Next Generation

July 5th, 2019


Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value …

51% of Personal Wealth in the U.S. Is Controlled by Women

June 29th, 2019


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. …

Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To

June 21st, 2019


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% …

The Culture of Value Investing From Ben Graham’s & Warren Buffett’s Former Brokerage Firm

June 15th, 2019


“It’s a marathon, not a sprint” describes the investment time horizon of Tweedy, Browne’s senior portfolio managers William Browne and John Spears. 

Impact Investing Advice - This week on WEALTHTRACK

June 7th, 2019


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 …

Technological Innovation & Disruption - EXTRA this week.

June 1st, 2019


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 …

Sustainable Growth at Reasonable Prices: What in the World Is Great Investor Mark Yockey Finding?

May 24th, 2019


 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 …

Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement [2019]

May 17th, 2019


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 …

Record Government Debt & Low to Negative Interest Rates Challenge Global Financial Stability

May 10th, 2019


Market volatility is back.  The roller coaster trade negotiations between the U.S. and China are lurching downward again causing a multi-day market …

Late Cycle Growth Opportunities? GAMCO Growth Fund’s Market Beating Howard Ward Looks to the FAANGs

May 3rd, 2019


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 …

The “Story of The Decade”: Why U.S. Economy Strengthens While Setting Records for Longevity

April 27th, 2019


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 …

Environmental Impact Investing Is Attracting Dollars & Delivering Results. 2 Experts Share Strategies

April 19th, 2019



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 …

Financial Crisis Survival Lessons: Beats Market & Peers Since Bottom (Ariel Fund)

April 12th, 2019



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 …

2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains

April 5th, 2019


 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 …

Treasury Bond Maven Robert Kessler Warns of Recession Ahead & Where to Take Shelter

March 29th, 2019


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 …

Prescient Economist & Fed Expert Paul McCulley on No Recession Ahead & Fed’s Tightening Done

March 22nd, 2019


Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he …

Building Women’s Financial Health: Award-Winning Wealth Advisor Karen Altfest

March 15th, 2019


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.

The Do-It-Yourself Retirement System Isn’t Working. Retirement Pro Teresa Ghilarducci Has Solutions

March 8th, 2019


 The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Economist …

Three Inspiring Women Entrepreneurs Share Their Unusual Routes to Success

March 1st, 2019


 WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advice …

Purpose Matters. Philanthropy and Social Responsibility Experts Describe the New Civic Age

February 23rd, 2019


 Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success of …

Invest Where Others Fear to Tread for Income and Appreciation: Eaton Vance’s Kathleen Gaffney

February 16th, 2019


 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 …

Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity

February 9th, 2019


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 …

The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV

February 7th, 2019


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  

Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts

February 2nd, 2019


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.

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Socially responsible investing is booming with 26% of US assets under management. Experts explain

January 26th, 2019


Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 …

David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner

January 19th, 2019


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

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Current Market Dynamics and Strategy: An Exclusive Interview With Great Investor Hersh Cohen

January 12th, 2019


 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


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Unlocking China's Undiscovered Treasures With Matthews China Small Companies Fund's, Tiffany Hsiao

December 29th, 2018


Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small …

2019 Global Outlook: Synchronized Global Slowdown and Peaking Profits. A McLennan & Hyman Exclusive

December 22nd, 2018


Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. …

U.S. Outlook From Top Economist Ed Hyman & Global Portfolio Manager Matthew McLennan

December 15th, 2018


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 …

Morningstar’s Personal Finance Guru, Christine Benz With an Annual Financial Wellness Checkup

December 8th, 2018


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.


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Dr. Richard Sandor on Financial Futures & Carbon Trading Discusses His “Best Idea Yet”

December 1st, 2018


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 …

What’s next as the world embraces a legal cannabis industry?

November 24th, 2018


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 …

Blackstone’s Tony James Discusses the Outlook for Private Equity and Other Alternative Investments

November 17th, 2018


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.


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Blackstone’s Executive Vice Chairman Tony James Discusses His Passion for Rescuing Retirement

November 10th, 2018


A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WEALTHTRACK #1521 broadcast on November 9, …

Western Asset Management’s Robert Amodeo Says Munis Can Still Provide a Safe Haven for Investors

November 2nd, 2018


Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WEALTHTRACK #1520 broadcast on November 2, 1018.


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Could U.S. Trade Tensions With China Actually Create Investment Opportunities There?

October 26th, 2018


An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. …

Credit Market Maven and Historian James Grant on Why Interest Rates Matter

October 19th, 2018


Why interest rates still matter with influential financial journalist and historian James Grant. WEALTHTRACK #1518 broadcast on October 19, 2018.


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Value Investing Under Pressure and the Pressure to Go Passive

October 12th, 2018


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.


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What’s the Biggest Risk in the Markets Today?

October 5th, 2018


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.

Exploring Overseas Opportunities With a Top Ranked Fund Manager

September 28th, 2018


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.


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Why Five Star Fund Manager Mary Ellen Stanek Is Proud to Be Boring

September 22nd, 2018


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.


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Nuveen’s Veteran Chief Equity Strategist Bob Doll Shares His Views on the Markets and Strategy

September 14th, 2018


Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on …

What Do Top Performing Investors and Recognized Financial Thought Leaders Think About Bitcoin?

September 8th, 2018


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 …

A Legendary Value Investor Mixes Passive With Active to Overcome Destructive Investor Behavior

April 20th, 2018


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.


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Are Cryptocurrencies the Next Big Thing? ETF Expert Matt Hougan Explains His Move to Cryptos

April 13th, 2018


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.


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Harding Loevner’s Simon Hallett on the Constant Vigilance Required to Keep Its Competitive Edge

April 7th, 2018


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.


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How David Giroux Delivers Stock Market Performance With Much Less Risk

March 30th, 2018


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.


Avoiding the Nightmare of Running Out of Money in Retirement With Top Wealth Advisor, Mark Cortazzo

March 24th, 2018


How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018.


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Connor Browne Invested in Google and Facebook From the Beginning. What’s His View of the FAANGs Now?

March 16th, 2018


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.


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Rich Universe: Investor Chuck Royce Is Finding Numerous Opportunities Overseas in Small Cap Stocks

March 2nd, 2018


A rare interview with small cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WEALTHTRACK #1436 …

Financial Smarts: Jonathan Clements’ Tips to Raise Financially Savvy Children

March 2nd, 2018


How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Jonathan Clements shares his common sense …

Financial Markets Warning: T-Bond Manager Robert Kessler Says Play It Safe, There Is Danger Ahead

February 17th, 2018


A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WEALTHTRACK #1435 broadcast on February 16, 2018.


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Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick

February 10th, 2018


Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy …

Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain

February 3rd, 2018


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.


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Riding a Market Melt-Up Then Coping With the Melt-Down With Legendary Investor, Jeremy Grantham

January 27th, 2018


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 …

Bill Miller on Investing in Disruptive Technologies including Bitcoin

January 20th, 2018


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 …

Global Growth Accelerating: After a Decade of Subpar Growth Economies Are Picking Up Speed

January 13th, 2018


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 …

#1 Economist Hyman & Leading Value Manager McLennan Discuss Economic Surges & Super Bull Markets

January 6th, 2018


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 …

Tax Revolution: Essential Tax Advice For Right Now

December 30th, 2017


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, …

Tax Revolution: Essential Tax Advice For Right Now

December 24th, 2017


Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017.


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Bitcoin: Currency of the Future or Investment Mania? Bill Miller’s Transformative Innovation Case

December 13th, 2017


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 …

Warning Signs: Elevated Markets & Bitcoin

December 9th, 2017


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.


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Tax Impact on Giving

December 2nd, 2017


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.


Taxing Consequences. What You Need To Know

November 26th, 2017


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 …

Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier

November 18th, 2017


Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. …

Bond Investor Kathleen Gaffney: We Are at an Important Inflection Point With Major Repercussions

November 11th, 2017


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.


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Keys to Investment Success With Dennis Stattman, Co-Founder Blackrock Global Allocation Fund

November 4th, 2017


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 …

Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest

October 27th, 2017


Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered …

Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid

October 14th, 2017


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.


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Retirement Experts Address The Rising Costs And How To Conquer Them

October 7th, 2017


Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017


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Guggenheim's Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?

September 29th, 2017


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.


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September 22nd, 2017


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.


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What Socially Responsible Investing Really Means & Why It Is In So Much Demand

September 16th, 2017


The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. …

Trennert & Zweig: Market Restructuring

September 8th, 2017


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.


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Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond

September 1st, 2017


Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017.


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Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy

August 26th, 2017


An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on August 25, 2017


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Long Time Baron Opportunity Fund's Portfolio Manager on Where He is Investing for High Growth

July 29th, 2017


Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017.


2 Winning Bond Managers Explain Low Interest Rates & Subdued Inflation Will Keep Recovery on Track

July 21st, 2017


Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRACK …

Value Investor & Global Brand Name Investment Specialist, Thomas Russo, Shares His Strategies

July 14th, 2017


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. …

Burton Malkiel Wrote "A Random Walk Down Wall Street" In ‘73. Have His Views Changed?

July 7th, 2017


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 …

Investing Where You Don’t Want To Be, With Tocqueville Fund’s Contrarian Manager Robert Kleinschmidt

June 30th, 2017


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.


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Charitable Giving Hit An All-Time High. How Do You Maximize Your Philanthropy And Tax Deductions?

June 23rd, 2017


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 …

What’s The Formula for Investment Longevity & Success? John Rogers Shares His Approach

June 16th, 2017


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. …


May 27th, 2017


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.


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May 19th, 2017


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. …


May 13th, 2017


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 …


May 6th, 2017


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.


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Wallack: Contrarian Approach

April 29th, 2017


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.


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Franklin & Kotava: Money Saving Advice

April 21st, 2017


How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2017.


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April 14th, 2017


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.


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April 7th, 2017


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 …

Earhart & Hopkins: Personal Retirement Paycheck

March 31st, 2017


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.


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March 24th, 2017


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 …

Roberts: High Risk Market

February 25th, 2017


An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a …

Dreifus: Small Treasures

February 18th, 2017


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.


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Hartnett: The Great Roatation

February 18th, 2017


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. …

Langstraat & Welch: Tax-Advantaged Investing

February 18th, 2017


How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch. …

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