Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success of business should be measured in terms of more than just its financial performance , and when asked what the primary purpose of businesses should be - 63% more of them said improving society than said generating profit . Younger generations are putting their money where their beliefs are. In its report “ Impact Investing: at a Tipping Point? ” independent pub...
Feb 23, 2019•26 min
If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like Pacific Gas and Electric, PG&E for short, the California utility that filed for bankruptcy and bore the physical and legal brunt of the recent devastating California wild fires? Those are fertile ground for contrarian investors, or just tradit...
Feb 16, 2019•26 min•Season 15Ep. 35
2019 could be a year for the record books. The economic expansion turns ten this summer, which would make it the longest recovery ever. The bull market reached that milestone in August of 2018 and despite serious fits and starts has continued its run. The S&P clocked in its best January performance since 1987 with an 8% gain. Economic expansion and bull market longevity outlook with Don Rissmiller and Nick Bohnsack, members of Strategas’ top-rated research team. WEALTHTRACK #1543 broadcast o...
Feb 09, 2019•26 min•Season 15Ep. 43
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
Feb 07, 2019•34 min•Season 15Ep. 33
Running out of money is the greatest retirement fear. Advice from Morningstar ’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it. WEALTHTRACK #1533 broadcast on February 01, 2019. More info at WEALTHTRACK
Feb 02, 2019•26 min•Season 15Ep. 33
Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Broadcast on January 25, 2019. Details at WEALTHTRACK website.
Jan 26, 2019•25 min
5-star manager David Giroux explains why more companies' businesses are at risk. WEALTHTRACK #1531 broadcast on January, 18, 2018. More info at www.wealthtrack.com
Jan 19, 2019•26 min•Season 15Ep. 31
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
Jan 12, 2019•20 min•Season 15Ep. 30
Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small Companies fund explains the attraction. WEALTHTRACK #1528 published on December 28, 2018. For more information visit www.wealthtrack.com
Dec 29, 2018•47 min•Season 15Ep. 28
Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1527 broadcast on December 21, 2018.
Dec 22, 2018•26 min•Season 15Ep. 27
Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1526 broadcast on December 14, 2018.
Dec 15, 2018•26 min•Season 15Ep. 26
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.
Dec 08, 2018•25 min•Season 15Ep. 25
Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an alternative to LIBOR, the troubled global interest rate benchmark. It’s the American Financial Exchange, an electronic exchange for direct interbank and financial institution lending and borrowing. It’s up and running and he considers it his “best idea y...
Dec 01, 2018•22 min•Season 15Ep. 24
Canada’s legalization of marijuana use is the first major domino to fall as the world accepts a legitimate cannabis industry. History, opportunity, and challenges with David Kretzmann, analyst, and advisor to The Motley Fool’s “Marijuana Masters” and “Marijuana Mavericks”. WEALTHTRACK #1523 published on November 23, 2018.
Nov 24, 2018•50 min•Season 15Ep. 23
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.
Nov 17, 2018•26 min
A rare interview on solving the retirement crisis with Blackstone’s Executive Vice Chairman, Tony James. WEALTHTRACK #1521 broadcast on November 9, 2018.
Nov 10, 2018•26 min•Season 15Ep. 21
Tax-free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo. WEALTHTRACK #1520 broadcast on November 2, 1018.
Nov 02, 2018•26 min
An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation. WEALTHTRACK #1519 broadcast on October 27, 2018.
Oct 26, 2018•26 min•Season 15Ep. 19
Why interest rates still matter with influential financial journalist and historian James Grant. WEALTHTRACK #1518 broadcast on October 19, 2018.
Oct 19, 2018•26 min•Season 15Ep. 18
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.
Oct 12, 2018•25 min•Season 15Ep. 17
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.
Oct 05, 2018•26 min•Season 15Ep. 16
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.
Sep 28, 2018•25 min•Season 15Ep. 15
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.
Sep 22, 2018•26 min•Season 15Ep. 14
Outlook and strategy with market beating portfolio manager and widely followed investment strategist, Bob Doll. WEALTHTRACK #1513 broadcast on September 14, 2018.
Sep 14, 2018•26 min•Season 15Ep. 13
Over the last several months, every time we did an interview we asked our guests for their views of Bitcoin and other cryptocurrencies. Everyone had an opinion! This week we decided to share a sampling from 17 of our top investors and financial thought leaders. Guests include Jeremy Grantham, Edward Yardeni, Jason Trennert, Joel Greenblatt, John Hathaway, Michael Testorf, Bill Miller, David Nadel, Andy Augenblick, Stuart Lucas, Randy Swan, Mark Cortazzo, Mary Ellen Stanek, David Giroux, David &a...
Sep 08, 2018•26 min•Season 15Ep. 12
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.
Apr 20, 2018•26 min
Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018.
Apr 13, 2018•26 min
What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018.
Apr 07, 2018•26 min
A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WEALTHTRACK #1441 broadcast on March 20, 2018.
Mar 30, 2018•26 min
How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018.
Mar 24, 2018•26 min
