WEALTHTRACK

Consuelo Mack
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Jan 6, 2018 • 25min

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

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 for a record 37 years provides answers, with leading value manager Matthew McLennan. WEALTHTRACK #1429 broadcast on January 05, 2018.
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Dec 30, 2017 • 22min

Tax Revolution: Essential Tax Advice For Right Now

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, 2017.
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Dec 24, 2017 • 19min

Tax Revolution: Essential Tax Advice For Right Now

Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017.
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Dec 13, 2017 • 27min

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

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 investment approach. WEALTHTRACK #1426 published December 13, 2017.
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Dec 9, 2017 • 20min

Warning Signs: Elevated Markets & Bitcoin

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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Dec 2, 2017 • 17min

Tax Impact on Giving

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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Nov 26, 2017 • 19min

Taxing Consequences. What You Need To Know

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 effort now with huge implications for many. In an exclusive follow-up discussion with EY's Elda Di Re, we tackle the possible ramifications and actions to consider before year-end. WEALTHTRACK #1423 published November 24, 2017.
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Nov 18, 2017 • 26min

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

Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WEALTHTRACK #1422 broadcast on November 17. 2017.
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Nov 11, 2017 • 25min

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

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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Nov 4, 2017 • 27min

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

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 November 3, 2017.

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