WEALTHTRACK

On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.” WEALTHTRACK episode #2120, broadcast on 11/15/2024

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024

Bob Doll, CEO and Chief Investment Officer of Crossmark Global Investments with over $7 billion in assets under management, delves into investing strategies in a risky, momentum-driven market. He highlights key economic indicators affecting investor sentiment and the impact of elections on market behavior. Doll discusses the challenges facing middle-income consumers due to rising debt and Federal Reserve policies. He emphasizes the importance of quality investments, recommending companies like Microsoft, Apple, and Cigna for a diversified long-term strategy.

Christine Benz, Morningstar’s personal finance guru and author of 'How to Retire', shares essential lessons for a secure retirement. She emphasizes simplifying investment portfolios and highlights the reliability of Social Security and annuities for income. Benz discusses the bucket strategy for structuring a resilient retirement portfolio and the importance of flexible withdrawal rates. She also explores the emotional aspects of financial planning, urging communication with family and finding joy through simple pleasures in retirement.

Christine Benz, Morningstar’s director of personal finance and retirement planning, dives into the vital yet often ignored non-financial aspects of retirement in her new book. She emphasizes the importance of finding purpose and structure post-career, discussing strategies to maintain relationships and counter social isolation. Benz also tackles long-term care planning and the value of community connections, while advocating for a gradual transition into retirement to ensure a fulfilling experience.

Abby Joseph Cohen, a prominent financial expert and professor at Columbia Business School, dives into the major disruptions shaping today's global economy. She elaborates on the lasting impact of the pandemic on supply chains and economic inequalities. Graduate insights on the delicate balance of government spending, rising global debt, and the potential of AI in investment strategies. Cohen also highlights the importance of diversifying into international markets and assures listeners that political changes shouldn't dictate investment choices.

Abby Joseph Cohen, a former U.S. Investment Strategist at Goldman Sachs, brings her wealth of knowledge to the table, sharing insights on the current economic landscape. She discusses the Federal Reserve's interest rate strategies in relation to inflation and potential recession impacts. Abby emphasizes the resilience of consumers and corporations while advising on mid-cap stocks for diversified investment. With an optimistic outlook on the U.S. economy, she stresses the importance of aligning investment strategies with economic conditions and maintaining a balanced portfolio.

Former fund manager turned financial journalist Whitney Tilson shares lessons learned from knowing and studying great investors Warren Buffett, Charlie Munger and Bill Ackman. WEALTHTRACK episode 2111, broadcast on Sept. 13, 2024

Jonathan Clements, a personal finance expert, shares impactful lessons following his terminal cancer diagnosis. He discusses how this life-altering event reshaped his financial planning, emphasizing the importance of preparing for the future to ease loved ones' burdens. Clements highlights unseen financial risks and the need for diversification in the face of health challenges. He also advocates for a holistic approach to finances, blending personal values with practical strategies, and encourages open discussions about money to foster gratitude and stronger relationships.

Bill Wilby, a legendary global investor who retired in 2007, shares his insights on managing a retirement portfolio with a hands-on stock-picking approach. He discusses the shifts in private equity and venture capital, emphasizing the risks posed by debt and leverage. Wilby reveals his strategy for a diversified portfolio, highlighting growth in emerging sectors like AI, and the importance of investing in transformative technologies like ASML in the semiconductor industry. He underscores the necessity of diversification for long-term wealth protection.