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

Season 16 Episode 42

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 …

5 years, 11 months ago

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

Season 16 Episode 41

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…

6 years ago

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Staggering Numbers
Staggering Numbers

Season 16 Episode 40

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…

6 years ago

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Crisis Investment Perspective
Crisis Investment Perspective

Season 16 Episode 39

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 …

6 years ago

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

Season 16 Episode 38

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 long…

6 years ago

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Bullish on China
Bullish on China

Season 16 Episode 36

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

6 years, 1 month ago

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Coronavirus & The Markets (February 2020)
Coronavirus & The Markets (February 2020)

Season 16 Episode 35

Fears of a coronavirus induced hit to the global economy and corporate earnings drove stock markets into official correction territory today. It take…

6 years, 1 month ago

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Filling in the Retirement Income Gap With Insurance Expert Kim Lankford
Filling in the Retirement Income Gap With Insurance Expert Kim Lankford

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

6 years, 1 month ago

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Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali
Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

In the current market cycle dating from 2009 coming out of the great financial crisis:

- Equities dominated bonds and commodities.

- The U.S. trumped…

6 years, 2 months ago

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

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 Umansk…

6 years, 2 months ago

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