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Small Company Executives Are Not Worried About Recession & Their Stocks Are Making a Comeback.
Small Company Executives Are Not Worried About Recession & Their Stocks Are Making a Comeback.

Season 16 Episode 13

Two investment tenets have been upended in recent years: one that value stocks, considered cheap by traditional metrics outperform growth stocks, the…

7 years ago

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The Importance of Gold in De-Risking Portfolios
The Importance of Gold in De-Risking Portfolios

Season 16 Episode 12

Financial risks are adding up.  Trade battles with China, the surprising vulnerability of Middle East oil supplies, the duration of Hong Kong protest…

7 years, 1 month ago

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Alternative Strategies to Make Money in Down Markets: What’s Bob Doll Doing?
Alternative Strategies to Make Money in Down Markets: What’s Bob Doll Doing?

Season 16 Episode 11

One dominant market observation of the last decade has been that we have been experiencing the least believed bull market in history.

As of August of…

7 years, 1 month ago

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Trade War Impact: The Markets & Economy
Trade War Impact: The Markets & Economy

Season 16 Episode 9

Volatile U.S trade relations with China are immediately reflected in the financial markets but what about the economic impact? Could they push the U.…

7 years, 1 month ago

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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…

7 years, 1 month 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 …

7 years, 2 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…

7 years, 2 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…

7 years, 2 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…

7 years, 2 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…

7 years, 3 months ago

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