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China’s Leadership: The Competitive Threat to the U.S.
China’s Leadership: The Competitive Threat to the U.S.

Season 16 Episode 8

 China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S.  It’s a fascinating con…

6 years, 7 months ago

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Social Security: Specific Benefit Advantages for Different Situations
Social Security: Specific Benefit Advantages for Different Situations

Season 16 Episode 7

Additional discussion about how Social Security rules are changing.  As benefits guru, Mary Beth Franklin told us on a recent WEALTHTRACK, there are …

6 years, 7 months ago

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Social Security: The New Rules With Benefits Guru Mary Beth Franklin
Social Security: The New Rules With Benefits Guru Mary Beth Franklin

Season 16 Episode 6

Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize. 


Many of us unde…

6 years, 8 months ago

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Bill Miller IV on How His Investment Style Differs From His Dad’s, Legendary Investor Bill Miller
Bill Miller IV on How His Investment Style Differs From His Dad’s, Legendary Investor Bill Miller

Season 16 Episode 5

Who is carrying on the traditions of today’s great investors? When you are investing in a fund with an impressive track record and distinctive philos…

6 years, 8 months ago

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Market-Beating Returns With Next-Generation Investor Samantha McLemore
Market-Beating Returns With Next-Generation Investor Samantha McLemore

Season 16 Episode 4

 We have launched a new series on WEALTHTRACK, Next Generation Investors, to introduce ourselves and you to the younger portfolio managers working al…

6 years, 8 months ago

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The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System
The System Needs Dynamite! Bill Bernstein on the Role of Bonds, Market Hazards & Fixing the System

Season 16 Episode 3

Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s “The Long View” podcast which they are sharing with u…

6 years, 8 months ago

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Municipal Bond Markets Are Attracting Record Amounts of Investor Money
Municipal Bond Markets Are Attracting Record Amounts of Investor Money

Season 16 Episode 2

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.    

The nearly $4 trillion dollar munic…

6 years, 9 months ago

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Market Beating Value Investors: The Next Generation
Market Beating Value Investors: The Next Generation

Season 16 Episode 1

Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value inv…

6 years, 9 months ago

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51% of Personal Wealth in the U.S. Is Controlled by Women
51% of Personal Wealth in the U.S. Is Controlled by Women

Season 15 Episode 54

Better financial advice for women with Yie-Hsin Hung, one of the most powerful women in finance. 

The economic might of women is large and growing. A…

6 years, 9 months ago

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Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To
Follow Buffett’s Investment Principles: Great Investor Tom Russo Continues To

Season 15 Episode 53

Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation Berkshire’s stock has risen by nearly 260% versu…

6 years, 9 months ago

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