WEALTHTRACK

Consuelo Mack
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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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Oct 27, 2017 • 25min

Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest

Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time. WEALTHTRACK #1419 broadcast on October 27, 2017.
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Oct 14, 2017 • 25min

Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid

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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Oct 7, 2017 • 26min

Retirement Experts Address The Rising Costs And How To Conquer Them

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017
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Sep 29, 2017 • 25min

Guggenheim's Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?

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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