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224 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 eighteenth season, CONSU… read more

224 Episodes | 2017 - 2022

Money Managers: Choosing The Competitive Edge

May 20th, 2022


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 …

Energy Insecurity: Global Impact

May 13th, 2022


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

Markets & Global Economy: Mega Changes

May 7th, 2022


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 …

Doubling Down on Biggest Losers

April 23rd, 2022


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, …

Defeat Inflation Despite Recession Risk

April 15th, 2022


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.  

Want Profits? New Market Strategy Needed [2022]

April 9th, 2022


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 …

Investment Opportunity: Impact & ESG Bonds

April 1st, 2022


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 …

New Bond Era & Sustainable Investing

March 25th, 2022


Part 1 of 2

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 …

How to Re-Position Your Portfolio for A Higher Inflation Era

March 18th, 2022


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 …

Ukrainian Invasion Impact

March 12th, 2022


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

When is the RIGHT TIME for Target-Date Funds?

February 19th, 2022


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 …

The Bullish Case for Higher Inflation and Interest Rates

February 12th, 2022


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 …

Resilient Investments, Including Gold, Are Matt McLennan’s Method for Building Lasting Wealth

February 5th, 2022


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 …

I'm Done! I'm Retiring. Now What?

January 15th, 2022


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 …

Betting Big on Crypto & Bitcoin [2022]

January 8th, 2022


Part 2 of 2

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

Stocks: Holding Winners & New Additions

December 18th, 2021


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

Powerful Forces Driving Record Economic Growth Into 2022

December 10th, 2021


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 …

How to Make It on Wall Street: Advice From Three Successful Women

November 30th, 2021


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

Tearing Down Wall Street’s Pink Wall

November 24th, 2021


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 …

The Dominance of Mega-Cap Tech Stocks

November 20th, 2021


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 …

Economic Growth: U.S. Manufacturing Resurgence

November 13th, 2021


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 …

Values & Faith-Based Investing

November 6th, 2021


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 …

Emerging Markets Could Be Poised To Lead

November 2nd, 2021


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 …

Higher Inflation & Rates: Seismic Shifts in Financial Risks

October 22nd, 2021


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

Active Investing: Lessons Learned

October 16th, 2021


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 …

Small Caps: Underappreciated Opportunities

October 10th, 2021


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 …

China’s Evergrande’s Fall & What it Means Now

October 2nd, 2021


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, …

Buying Cheap Assets: Finding Them Now

September 11th, 2021


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 …

Emerging Markets Bonds & Diverse ESG Opportunities

September 3rd, 2021


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 …

Improve Investment Results: Quality Shareholders

August 28th, 2021


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.  

Investment Legend Benjamin Graham’s Advice Matters Now

August 23rd, 2021


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

Market Instability- 50 Years Off the Gold Standard

August 13th, 2021


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

Warren Buffett’s Evolution Into a Great Manager

July 31st, 2021


Part 1 of 2

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 …

Investment Risks Warranting Protective Strategies

July 23rd, 2021


Part 2 of 2

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

Inflation: Understand the History

July 17th, 2021


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 …

ESG Investing: “The Race of Our Lives”

July 10th, 2021


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 …

The Bull Market: A Bubble of “Epic Proportions”

July 3rd, 2021


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 …

Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

June 26th, 2021


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, …

Economic Recovery: Massive Problems Ahead [2021]

June 18th, 2021


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 …

Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

June 11th, 2021


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 …

New Opportunities and Challenges for Bond Investors

May 22nd, 2021


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 …

Equity-Like Returns With Less Than Stock Market Risk

May 15th, 2021


“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 …

An Embarrassment of Riches in the High Growth Stock Universe

May 8th, 2021


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 …

Quality Growth Companies Pay Off

May 1st, 2021


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

Cryptocurrencies Are Suddenly Going Mainstream

April 24th, 2021


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? …

Successful Investing: Time Tested Strategies

April 10th, 2021


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

Protecting Portfolios While Participating in the Bull Market

April 3rd, 2021


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. 

Financial Thought Leader Paul McCulley Says Both Fiscal & Monetary Helicopter Money Are Essential

March 26th, 2021


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

Cyclical & Value Stocks Shift is Durable

March 20th, 2021


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 …

ETFs Will Surpass Mutual Funds as the Industry Standard

March 11th, 2021


Part 2 of 2

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

Online Investor: Social Media Effect from Robinhood to GameStop

March 6th, 2021


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 …

Financial Bubbles of Historic Proportions

February 26th, 2021


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, …

Which Investments Are Poised To Do Well In 2021?

February 20th, 2021


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, …

Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy

February 13th, 2021


Part 1 of 2: 

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

Dreifus: Build Focused Portfolios That Beat The Market

February 6th, 2021


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 …

Financial To-Do List For A New Year [2021]

January 23rd, 2021


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 …

Financial Plans: Pandemic Era Rethink

January 16th, 2021


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 …

The Narratives Driving Stock & Real Estate Prices [2021]

January 9th, 2021


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 …

Economic Perspective on the Extraordinary Events of 2020

December 19th, 2020


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 …

Record Monetary Stimulus + Vaccines = Economic Growth [2021]

December 12th, 2020


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 …

Medicare & Lockdown: Better than Ever? (U.S.)

November 28th, 2020


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 …

Successful Investing: Timeless Advice

November 21st, 2020


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

China’s Economic Comeback Offers Specific Investment Opportunities

November 14th, 2020


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 …

Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets

November 7th, 2020


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 …

Election Portfolio Changes From Leading Strategist Jason Trennert

October 30th, 2020


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 …

“Black Swan” Advice

October 24th, 2020


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 …

New Economic Expansion & Secular Bull Market

October 22nd, 2020


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

Deep Value Opportunities

October 16th, 2020


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 …

4 Forces Driving The Economy: Powerful And Sustainable

October 9th, 2020


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 …

The Feds Importance in Predicting the Markets

October 3rd, 2020


“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 …

Shaking Up A Legendary Fund

September 25th, 2020


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 …

Social Security Benefits: More Valuable Than Ever [2020]

September 18th, 2020


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 …

Retirement Benefits: Stress & Hurt

September 11th, 2020


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 …

Rising Markets: All The Reasons To Be Bullish

September 10th, 2020


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”, …

Economic Opportunity = Common Sense - Some Revolutionary Ideas

August 7th, 2020


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 …

Crisis Investing: How To Handle The Extremes

August 1st, 2020


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 Investing in the Bond Market

July 25th, 2020


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 …

Gold as a Long Term Substitute for Cash: Pandemic Uncertainty Risks

July 18th, 2020


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 …

Great Investor Bill Miller’s Bullish Case

July 10th, 2020


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 …

What The Pandemic Has & Has Not Changed

July 4th, 2020


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, …

This is a Bear-Market Rally, Life Has Changed & “Homebody” Investments Will Flourish

June 20th, 2020


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 …

Why Nothing Will Be Normal

June 12th, 2020


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. …

Financial Impact of Past Pandemics – Important Lessons for Today

June 6th, 2020


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 …

Influential Economist Paul McCulley on the Lasting Necessity of Record Monetary & Fiscal Stimulus

June 2nd, 2020


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 …

Really Cheap Markets and the Pandemic’s Hidden Toll With Financial Thought Leader Rob Arnott

May 26th, 2020


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 …

Bad Economy Getting Better but Fears a Damaging 2nd Wave

May 15th, 2020


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 …

Covid-19 Is Changing Economic & Investment Behavior in Profound & Lasting Ways

May 8th, 2020


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 …

The Bullish vs. Bearish Cases Mid Shutdown: Investment Strategist Jason Trennert

May 1st, 2020


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, …

Will the Massive Policy Response Halt the Global Economic Freefall?

April 25th, 2020


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

Expect More Economic & Market Damage as Pandemic Repercussions Multiply Says Investment Veteran

April 18th, 2020


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 …

Surprising Retirement Planning Essentials From Diet to Advisor Credentials From Two Retirement Pros

April 10th, 2020


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 …

Staggering Numbers

April 3rd, 2020


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 …

Crisis Investment Perspective

March 27th, 2020


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 …

This is bigger than the financial crisis & it’s wise to raise cash says T- bond guru Robert Kessler

March 20th, 2020


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 …

Bullish on China

March 5th, 2020


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

Coronavirus & The Markets (February 2020)

February 28th, 2020


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 …

Filling in the Retirement Income Gap With Insurance Expert Kim Lankford

February 22nd, 2020


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

Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

February 15th, 2020


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 …

Big Idea Companies Disrupting Industries Globally - Top Growth Manager Alex Umansky Focuses on Them

February 8th, 2020


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 …

A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

January 25th, 2020


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 …

Mega investment trends influencing markets with Great Global Investor Bill Wilby

January 18th, 2020


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 …

Get Your Financial House in Order With Personal Finance Guru Christine Benz’ Financial To-Do List!

January 11th, 2020


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 …

Powerful Narratives: Stories Propelling Economies and Markets in 2020

January 4th, 2020


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 …

Easy Money, China Slowdown & Brexit Are Transforming the Global Economy & Investment Choices

December 28th, 2019


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 …

Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman

December 21st, 2019


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 …

America’s Do-It-Yourself System Is Failing Many Retirees. Answers From Two Retirement Experts

December 14th, 2019


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 …

Slowing Economies & Record Levels of Debt Are a Dangerous Mix

December 7th, 2019


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 …

Mounting Recession Signs: Prescient Economist David Rosenberg’s Warnings

November 30th, 2019


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.

Is Corporate America’s Focus On Profits The Problem With Capitalism? Two Entrepreneurs Respond

November 23rd, 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 …

Recession & Bear Market Risks With Financial Thought Leader Jason Trennert

November 16th, 2019


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 …

Interest Compounding Machines

November 9th, 2019


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, …

Bonds With Social Impact With Five-star Fund Manager Stephen Liberatore

November 1st, 2019


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 …

Political & Economic Pressures on Oil & Gas Stocks. Industry Veteran Tom Petrie’s Reality Check

October 25th, 2019


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 …

Growth Stocks With Downside Protection

October 11th, 2019


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

Avoiding costly Medicare mistakes with Medicare expert Dr. Katy Votava

October 4th, 2019


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 …

Small Company Executives Are Not Worried About Recession & Their Stocks Are Making a Comeback.

September 28th, 2019


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 …

The Importance of Gold in De-Risking Portfolios

September 20th, 2019


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

Alternative Strategies to Make Money in Down Markets: What’s Bob Doll Doing?

September 13th, 2019


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 …

Trade War Impact: The Markets & Economy

August 26th, 2019


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’s Leadership: The Competitive Threat to the U.S.

August 25th, 2019


 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 …

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:  

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

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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 Rotation

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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