WEALTHTRACK

2022 has been a rough year for investors as financial markets have declined across the board. No matter what the market performance, investors continue to favor passive index funds over actively managed ones. 

Investors …

If you were to ask investors to name the biggest headwinds facing the markets,   higher inflation and interest rates and their potentially negative …

Are you feeling at all overwhelmed by the pace and degree of change we are experiencing in the world, the economy, the markets, life in general?

A series of head-spinning turns in events ranging from rising inflation …

What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest. 

Alex Umansky, …

We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing.  

The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40 year …

As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where demand is still accelerating. It's in ESG, environmental, social, and …

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The direction of inflation and interest rates are key to the performance of bond prices and they are in the midst of a massive change. The shift in direction has been most dramatic for inflation. After a …

The first interest rate increase by the Federal Reserve since 2018 happened this week, with the central bank planning six more of 25 basis points or one-quarter of a percent each this year.

The lending market is already …

Russia’s brutal, unprovoked assault on Ukraine is dominating the news headlines, but so far its market impact has been short-lived. ClearBridge …

Target-date funds have $3 trillion dollars in assets. Millions of Americans are enrolled in them, mostly through company 401(k) plans. They have a …

Yankee legend Yogi Berra famously said, “It’s deja vu all over again,” one of his many memorable expressions. That’s the way I feel this week.  

The “deja vu all over again” is the theme of “Don’t fight the Fed.” The …

We appear to be in a new investment era, one of higher inflation and higher interest rates. It is a huge change from the “great moderation,” the …

One of the biggest changes of the past year has been the record number of Americans who are quitting their jobs. It’s so pronounced that it has a name. It’s called “The Great Resignation.” 

What The Great Resignation …

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Legendary value investor Bill Miller is betting big on bitcoin. The digital currency and some related crypto investments now account for …

Great value investor Bill Miller remains the only fund manager to beat the market for 15 consecutive years. He discusses his current core holding …

Since WEALTHTRACK’s inception, it’s been an annual tradition to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an unrivaled forty-one years.

Hyman is a Wall Street …

Three successful women portfolio managers discuss what it takes to succeed in money management, including their best and worst decisions and crucial …

Part 1 of 2

Only 11% of U.S. portfolio managers are women. Three of them describe how they are “tearing down the pink wall” starting with their …

It's hard to keep a roaring bull market down. The S&P 500 marked its 66th record close of the year today and the NASDAQ Composite also hit a new …

Worried about inflation, especially after October’s big consumer price number? The CPI’s 6.2% increase from a year ago was the fastest 12-month gain since 1990 and the fifth month in a row of +5% inflation. 

What about …

The demand for socially responsible investing strategies is growing and the cash flowing into them shows it. Exchange-traded funds with ESG characteristics - ESG of course stands for environmental, social, and …

There's a saying on Wall Street that the market can remain irrational longer than you can remain solvent.  And there’s a widely held financial theory …

Talk about a seismic shift! Inflation is back with a vengeance.  Higher prices are being felt throughout the economy by consumers and businesses …

The one constant in life is change, even for great investors. Earlier this year The Motley Fool Co-Founder, David Gardner announced that he was …

The exceptional performance of small-company stocks over the last decade has been underappreciated compared to the extraordinary performance of large-cap stocks, which have been propelled by the FAANGs. Small-cap …

It can take a long time for a bubble to burst.

Four years ago, in 2017, Grant's Interest Rate Observer, a highly regarded financial newsletter, wrote an article about the now infamous China Evergrande group. Back then, …

Large-cap U.S growth stocks, particularly tech stocks, have been the overwhelming winners of the last decade. They now dominate the market. The top …

One of the biggest challenges for investors since the global financial crisis has been finding income.

Despite more than ten years of continuous predictions that yields on U.S. Treasuries and other developed country …

In this era of indexing the investors who research and buy individual companies are becoming a rarity - some would say a throwback - to another era.  

In this week's WEALTHTRACK podcast, an interview with leading financial journalist Jason Zweig.  Since 2008 Zweig has written the widely read "The …

50 years ago, on August 15, 1971, President Richard Nixon shocked the financial world by ending the convertibility of the dollar to gold, upending …

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Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years …

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What does history have to teach us about the current geopolitical, economic, and investment environment?  A great deal according to …

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of …

Part 2 of 2

When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a cheque up to the limits of …

Part 1 od 2

We are celebrating the launch of WEALTHTRACK’s 18th season on public television this week! We feel so fortunate to serve you.

When …

For financial historians and serious market observers, the current era has all the signs of a developing market bubble. 

Money is abundant, a wide range of financial assets have risen to record or near-record levels, …

How strong and lasting is the current rebound we are seeing in the economy? What about the resurgence in inflation? Those are major debates raging on Wall Street right now.  

This week’s WEALTHTRACK guest is looking …

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the first quarter, recent …

Times they are a-changin'… 

With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend, the economy is reopening and rebounding with gusto. 

All of these developments are creating new …

“Jack be nimble Jack be quick” isn't a concept one usually associates with long-term value investors but sometimes extraordinary times call for exceptional responses. The first quarter of 2020 was one such event for …

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exceptional winning streak for a …

The shift from COVID lockdown to COVID reopening has been stunning. Depending upon the stage of reopening economies around the world are rebounding.

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Beware the headline makers! According to Wall Street lore when a financial asset hits the front pages it can signal a turning point, either a recovery if negative, or a fall if positive.

What’s making headlines today? …

Have you noticed how rampant speculation is? Random investors seem to be making money hand over fist in numerous assets: disruptive companies like …

We have been living through an extraordinary period. It was a year ago that COVID was recognized as a global pandemic and since then over 100 million people have been stricken and more than 2 million have died. 

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When a fringe economic theory goes mainstream and is actually implemented by policymakers you better pay attention. The once-fringe theory in …

It doesn’t take a rocket scientist to figure out that 2021 is a year of significant political and macroeconomic change.

Meanwhile, the rollout of …

Part 2 of 2

John Rekenthaler has been tracking mutual funds at Morningstar since 1988.  He correctly predicted early on that index funds would …

John Rekenthaler, Vice President of Research at Morningstar and author of the twice-weekly “Rekenthaler Report” analyzes the influence of the online investment communities that have driven GameStop’s meteoric rise and …

The balance sheet of the Federal Reserve continues to surge at an unprecedented rate, up 83% y/y to a historic level, $7.59 trillion at the latest count.

According to our WEALTHTRACK podcast guest, financial historian, …

Part 2 of 2

Old fashioned asset allocation used to be a fairly simple exercise: 60% individual stocks, usually U.S. large-caps and 40% bonds, mostly investment-grade corporates, some Treasury securities for liquidity, …

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Talk to most investment professionals and they will tell you that portfolio diversification is the key to successful investing and that …

One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow group of superstars, mainly large-cap U.S. tech stocks and the much …

Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’t fight …

COVID-19 has affected just about every aspect of our professional and personal lives, including the state of our finances.

Whether you or a loved one are among the more than 20 million Americans who lost their jobs in …

We have a special treat for you. Robert Shiller, a Nobel Prize-winning economist, a pioneer in the field of behavioral finance, long-time Yale …

This week, in part 2 he will share his fifty years of economic perspective on the extraordinary events of 2020 and how the pandemic has changed the economy and markets. It will be a fascinating conversation with one of …

It's an annual tradition on WEALTHTRACK to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an unrivaled forty years!  Hyman is a Wall Street legend. His ability to …

According to Medicare benefits expert, Dr. Katy Votava COVID-19 has altered several aspects of Medicare coverage and procedures. She will tell us what’s different and how to take advantage of the changes. She will also …

Can investing be simple? Can we stop worrying about what’s happening on Wall Street, in Washington, with Fed policy, inflation, corporate earnings, …

It’s been a roller coaster of emotions for investors this week.  Our focus is China. China of course is where COVID-19 originated in late 2019. It …

What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominance in Congress has failed to materialize. 

As far as the stock market …

One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market. The economy was severely damaged by the lockdown of business and …

COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality. 

In the last twenty years, we have lived through 9/11, the global financial crisis, and now …

Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. …

One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectly: “Turbocharged stocks blast off.”  In its third-quarter market’s …

How surprised have you been by the market’s supercharged recovery from the March lows and the economy’s rebound from the COVID trough? By any measure, the snapback has been extraordinary. The shortest bear market in …

“Don’t fight the Fed” has become an accepted Wall Street adage. It’s a phrase coined by Martin Zweig, a legendary technical analyst, and investor who predicted the 1987 market crash to the day and was the author of the …

How do you successfully take over and run a legendary fund with a 60-year track record of excellence? We are about to find out this week in a rare …

COVID-19 has thrown a monkey wrench into many retirement plans as millions of Americans were thrown out of work and many were forced to tap into retirement accounts to pay the bills.  

The experience has made Social …

COVID-19 has affected just about every aspect of our lives:  our jobs, our health, our family and social interactions, children’s education, and leisure time. 

But what has it done to retirement prospects? Not …

All The Reasons To Be Bullish - This Week on WEALTHTRACKRemember the discussions about the shape of the economic recovery? Would it be a “V”, a “W”, …

One of the biggest issues to emerge from the pandemic is income inequality. It has become even more pronounced as millions of low-income workers lose their jobs and the much smaller number of high-income workers keep …

We are in a rolling economic crisis right now, subject to the vagaries of the advance or retreat of the COVID-19 virus.  It is an ever-changing …

Safe haven investments are hard to find these days, which is why we need them more than ever.

We are faced with risks we haven’t experienced in …

There are a few moments in one’s lifetime when the geopolitical and economic backdrop truly changes. COVID-19 and its aftermath are one of those …

Part Two: We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-19 and the dramatic response to it, from economic shutdown to massive …

We are marking the start of this season with the introduction of a new series. What we are calling the “Pandemic Pivot” - the rapid economic, market, …

One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality on the ground and the out of this world exuberance in the stock …

In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. This is a picture that Rosenberg has been painting ever since the pandemic hit. …

The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the …

Central banks and governments around the world are pulling out all the stops to replace income lost from COVID-19 shutdowns, including as we have …

Can investing be simple? With the 20/20 vision of hindsight it sure looks that way.  Had investors just decided to stay in the U.S., invest in growth …

No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has …

How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis?

In part II of our interview with financial thought leader, Jason Trennert, the …

This week’s guest was concerned about high market valuations before the global pandemic hit and was recommending clients raise some cash.  It’s a call he and his team have reiterated since.

He is Jason Trennert, …

We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around …

When economies started shutting down in various parts of the world we all knew that the economic numbers would be bad. How could they not be? We are …

Retirees and near-retirees have suffered a punch to the gut and their portfolios with the coronavirus induced shutdown of the economy and the massive …

One of the biggest trends in investing in recent years has been the migration of investment dollars into exchange-traded funds and out of traditional …

Life can change in a New York minute, and it has. The world is going through a terrible experience right now.  As President Trump has said we are at …

The markets will fluctuate said J.P. Morgan.  We will add they can fluctuate dramatically and quickly. We are now living that reality daily.

The …

Before the coronavirus crisis, Matthews Asia’s Robert Horrocks was bullish on China’s investment prospects. He believes China’s stock markets are …

Fears of a coronavirus induced hit to the global economy and corporate earnings drove stock markets into official correction territory today. It takes a 10% decline from the previous high to meet that definition and the …

The reality is most Americans have not met their retirement goals. Here are some findings from a recent Fidelity Investments Retirement Mindset Study …

In the current market cycle dating from 2009 coming out of the great financial crisis:

- Equities dominated bonds and commodities.

- The U.S. trumped international.

- Growth outpaced value.

- And large U.S. tech …

When you are hot you’re hot and this week’s WEALTHTRACK guest has been on a tear since launching his Baron Global Advantage Fund in 2012. Alex Umansky is new to WEALTHTRACK but he is a seasoned investor with an …

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly …

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an …

At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally get organized and make decisions over time instead of at the last …

Happy New Year and Happy New Decade! What will the 2020s bring? As J.P. Morgan famously said: “Stocks will fluctuate.”  In 2019 they fluctuated mostly higher and the U.S. was still the place to be. Tech giants such as …

Since launching WEALTHTRACK in 2005 we have asked economic legend Ed Hyman to share his new year forecast with us, which he has done pretty much …

Every year at this time we are delighted to welcome Wall Street’s long-reigning number one economist, Ed Hyman to share his outlook with us.  And we …

There is a retirement crisis in this country. It is becoming more apparent as 10,000 baby boomers turn 65 every day. A recent Wells Fargo survey found that more than eight in ten current retirees fund their retirement …

Last week’s podcast with influential and outspoken economist David Rosenberg generated a tremendous amount of traffic and comment. We are running part 2 this weekend.

Rosenberg had been predicting the end of both the …

Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTHTRACK conversation.

WEALTHTRACK # 1662 published on November 27, 2019.

Do corporations need a new purpose? Does the free enterprise capitalist system need a major overhaul or a tune-up?

We have two guests with strong …

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to …

We are always on the lookout for the exceptional on WEALTHTRACK.  It’s not easy to find among actively managed mutual fund managers. Only 23% of actively managed funds in all major categories, including stocks, bonds, …

Socially responsible investing has taken off and interest in it is accelerating.  As we’ve reported before on WEALTHTRACK, U.S assets invested in companies screened for ESG, or their environmental, social and governance …

If you were to follow legendary investor Sir John Templeton’s advice to buy where there is maximum pessimism it might lead you to energy stocks. The …

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other …

Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard …

Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the other that small companies outperform large ones.

Over the last …

Financial risks are adding up.  Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong …

One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history.

As of August of …

Volatile U.S trade relations with China are immediately reflected in the financial markets but what about the economic impact? Could they push the …

 China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S.  It’s a fascinating conversation and a wakeup call for the U.S.

It’s currently summer pledge …

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

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 …

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 …

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

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:

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

The nearly $4 trillion dollar …

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

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. …

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% …

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

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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 …

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 …

 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 …

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 …

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

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 …

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 …

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 …

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 …

 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 …

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 …

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

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

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

 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 …

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 …

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. 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 …

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

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

 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

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

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

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 …

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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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 …

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 …

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

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

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

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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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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.

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

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 …

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 why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018.

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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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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.

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

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

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

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

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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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 …

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 …

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 …

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 …

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, …

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

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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 …

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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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.

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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 …

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

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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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 …

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

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

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

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

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

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

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. …

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 …

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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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 …

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. …

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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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. …

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 …

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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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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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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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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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 …

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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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 …

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

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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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. …

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