75 basis points: the biggest rate hike by the Federal Reserve since 1994 with additional aggressive moves expected. It looks like Fed Chair Jerome Powell is proving the naysayers wrong, who doubted he had the stuff to fight inflation. As influential Fed watcher Paul McCulley told WEALTHTRACK months ago Powell will “do whatever it takes” to fight inflation, just like Paul Volcker did in 1979/1980. Volcker succeeded, setting up conditions for the great bond bull market of the last 40 years but caused a serious recession to do it. How do you manage through a cycle of rising interest rates and higher inflation? There aren't too many money managers who have that experience and have a track record of excellence through many different types of markets. This week’s guest does. She is Mary Ellen Stanek, Co-Chief Investment Officer of Baird Advisors. Stanek was recently named Morningstar’s Outstanding Portfolio Manager of 2022 for her “disciplined and risk-aware approach, thoughtfully navigating various market environments,... and generating impressive absolute and risk-adjusted returns” in her 22 years at Baird.  I interviewed Stanek a few days before the Fed meeting but she was prepared for it. We talked about the need for the Fed to get more aggressive in word and deed - which they did, where we are in the interest rate cycle - early days yet, and why she says “bonds are back!”  WEALTHTRACK #1851 broadcast on Jun 17, 2022 More info: https://wealthtrack.com/morningstars-outstanding-portfolio-manager-of-2022-mary-ellen-stanek-says-bonds-are-back/ Related: Investment legend Jeremy Grantham is known for his prescient forecasts of some major turning points in the markets over the years including his “epic bubble” characterization last year. He elaborated on the theme on WealthTrack saying that not only was the stock market trading in the stratosphere but so were the housing, commodity, and bond markets, the latter being the biggest bubble of them all.   https://www.youtube.com/watch?v=c13O6Amn1lQ Paul McCulley on Fed Rates: https://youtu.be/Z0KSdIOkcxw --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

The reality is most Americans have not met their retirement goals. Here are some findings from a recent Fidelity Investments Retirement Mindset Study which surveyed adults of all ages, both male and female. Eighty-two percent of the general population don’t have a retirement plan in place. It’s not as if Americans aren’t worried about retirement. They are. Seventy-five percent feel only somewhat confident to not confident at all about their retirement finances. What worries people the most about retirement? Economic concerns that can’t be predicted and are out of their control. The next big unpredictable area of concern is Social Security benefits. The third is inflation. Needless to say, the biggest personal worry is outliving their assets. We want to change this dynamic starting right now. And we have the right guest to help us. Kim Lankford is an award-winning personal finance journalist, now working freelance. She was a long time contributing editor and columnist for Kiplinger’s. One of the first steps she recommends to plan for retirement or manage it is to understand our monthly cash flows. WEALTHTRACK #1634 broadcast on Feburary 21, 2020. Episode web page: https://wealthtrack.com/filling-in-the-retirement-income-gap-with-insurance-expert-kim-lankford/ Fidelity Investments Retirement Mindset Study: https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/retirement-mindset-fact-sheet.pdf Investopedia – Guide to Annuities: https://www.investopedia.com/terms/a/annuity.asp Insured Retirement Institute - Glossary of Annuity Product Terms: https://irionline.org/research-and-education/educational-resources/annuities-glossary --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In the current market cycle dating from 2009 coming out of the great financial crisis: - Equities dominated bonds and commodities. - The U.S. trumped international. - Growth outpaced value. - And large U.S. tech companies dominated just about every sector and security. As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars. It’s been a challenging period for active managers, especially those focused on value investing and international markets. This week’s guest checks off all of those boxes but remains a fierce advocate for all three approaches. She is Rupal Bhansali, Chief Investment Officer of International and Global Equities at Ariel Investments. Bhansali shows how to apply it to the world of investing to improve one’s odds of achieving above-average returns with below-average risks. Her upside-down investment approach focuses on avoiding losers instead of picking the winners WEALTHTRACK #1633 broadcast on February 14, 2020 More info: https://wealthtrack.com/non-consensus-value-investing-with-ariel-investments-rupal-bhansali/ Book: https://amzn.to/2SqA9DK   Non-Consensus Investing: Being Right When Everyone Else Is Wrong --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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 Umansky is new to WEALTHTRACK but he is a seasoned investor with an outstanding track record. Prior to joining Baron, Umansky spent 18 years at Morgan Stanley where he ran global and international funds as well as the firm’s Institutional Technology Strategy and Technology Fund. Umansky has a degree in finance, information systems and mathematics from NYU’s Stern School of Business and was a computer programmer early in his career. Very few money managers have the opportunity to create a new fund, and a tiny percentage deliver the outstanding results Umansky has.  We will discuss what he sees as his competitive advantage at Baron Global Advantage, as well as his views on the “big idea, disruptive companies” he defines as his specialty. WEALTHTRACK #1632 broadcast Feburary 07, 2020. More info: https://wealthtrack.com/top-growth-manag…ustries-globally/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader Richard Bernstein is suggesting to clients. In a recent report, aptly titled: Investing for December 31, 2029 -The End of Globalization, he makes his case. And yes, he is talking about 2029! As he notes in his report: “Market leadership always changes decade by decade, and the leadership of the past decade, which are now lauded as ‘core investments,’ seem highly unlikely to be the leadership of the next decade.” If he is correct, which he has been frequently over the years, thinking about investing for 2029 is probably a healthy exercise. Richard Bernstein is Chief Executive and Chief Investment Officer of Richard Bernstein Advisors, which he founded in 2009. It now oversees or advises over 9 billion dollars in assets, largely in multi-asset allocation strategies using ETFs for financial advisors. WEALTHTRACK #1630 broadcast on January 24, 2020 More info: https://wealthtrack.com/the-end-of-globalization-is-a-game-changer-for-market-leadership-creating-new-winners-and-losers/ Investing for December 31, 2029 – The End of Globalization http://www.rbadvisors.com/images/pdfs/RBA_Insights_Investing_for_2029_1219.pdf University of Michigan Consumer Sentiment Index https://data.sca.isr.umich.edu/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

As we enter a new decade what are some of the major changes we face as investors? For answers, we are asking a global investor known not only for his past performance but also for identifying big themes that can have an outsized influence on the financial markets. He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago. He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago. Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss. WEALTHTRACK #1629 broadcast on January 17, 2020. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Since launching WEALTHTRACK in 2005 we have asked economic legend Ed Hyman to share his new year forecast with us, which he has done pretty much exclusively since the beginning. We also invite a leading portfolio manager to join him. For the fourth year in a row, First Eagle’s Matthew McLennan is doing the honors. This week we are presenting the second of our two-part series focused on the global economic and investment outlook. In case you missed it, we tackled the 2020 prospects for the U.S. economy and markets last week which you can see on WEALTHTRACK.com or our YouTube channel.  In part one of our 2020 Outlook edition, Hyman predicted, as he did accurately for 2019, that the longest economic recovery on record in the U.S. would continue. He sees no signs of recession and believes that growth will actually pick up! He also forecasts that Wall Street will continue to climb a wall of worry, which he will describe in detail. Matt McLennan is not as optimistic. One of his main concerns is the record levels of government and corporate debt in the U.S. and the problems it poses to future growth and liquidity, especially in the event of a slowdown. After the record-setting bull market run he also believes the U.S. market is expensive. He is investing very selectively in super high quality, market-dominant companies. He has a stash of cash to take advantage of sizable market declines and a significant position in gold to offset market risk. We will start our global outlook discussion this week with one of the biggest headline events of 2019 - Prime Minister Boris Johnson’s “Get Brexit Done” victory in the United Kingdom which Hyman thinks has worldwide significance. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Every year at this time we are delighted to welcome Wall Street’s long-reigning number one economist, Ed Hyman to share his outlook with us.  And we always pair him with a leading portfolio manager with a global investment view. For the fourth year in a row, our choice is First Eagle’s, Matthew McLennan. In the first of this two-part series on the Outlook for 2020, our focus is on the U.S. Last year Hyman correctly forecast the now record-breaking economic recovery would continue and that a recession was several years away. We’ll find out what his view is now and get McLennan’s assessment of the U.S. markets. Ed Hyman is a Wall Street legend. Vice-Chairman of Evercore, a leading independent investment banking and advisory firm, Hyman is the Founder and Chairman of its Evercore ISI division and leads its economic research team. He has been voted Wall Street’s Number One Economist for an unprecedented 39 years in Institutional Investor’s annual survey. No one else comes even close to that record. Matthew McLennan, a noted global value manager is Head of the Global Value Team at First Eagle Investment Management where he oversees more than ninety billion dollars in assets, including several funds. His flagship First Eagle Global Fund which he inherited from legendary value investor Jean-Marie Eveillard in 2008 carries Morningstar’s Five Star and Bronze Medalist Analyst ratings and has outperformed both its World Stock Index and World Allocation category since its 1979 inception. WEALTHTRACK #1625 broadcast on December 20, 2019 More info: https://wealthtrack.com/positive-2020-outlook-for-us-economy-says-wall-streets-1-economist-ed-hyman --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

An exclusive interview with legendary value investor Joel Greenblatt on overcoming destructive investor behavior by combining passive with active strategies. WEALTHTRACK #1444 broadcast on April 20, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Are cryptocurrencies the next big thing? ETF expert Matt Hougan explains why he has made the leap to cryptos. WEALTHTRACK #1443 broadcast on April 13, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

What it takes to beat passive index investing with Simon Hallett, Co-CIO of top growth firm Harding Loevner. WEALTHTRACK #1442 broadcast on April 6, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

A rare interview with T. Rowe Price’s David Giroux. The two time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. WEALTHTRACK #1441 broadcast on March 20, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

How not to run out of money in retirement with leading financial advisor Mark Cortazzo. WEALTHTRACK broadcast on March 23, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Thornburg Value Fund’s Connor Browne was an early investor in industry disruptors. Will they continue to innovate and dominate? Browne brings us up to speed. WEALTHTRACK #1439 published on March 16, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

A rare interview with small cap pioneer Chuck Royce on the evolving international and income opportunities in small company stocks. WEALTHTRACK #1436 broadcast on February 23, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

How do you raise financially responsible children in an instant gratification, consumer-oriented culture? Jonathan Clements shares his common sense How toThink About Money approach. WEALTHTRACK #1437 published on March 02, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

A market warning: Why bond manager Robert Kessler advises extreme caution ahead. WEALTHTRACK #1435 broadcast on February 16, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick. WEALTHTRACK #1434 broadcast on February 09, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t. WEALTHTRACK # 1433 broadcast on February 2, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Are we in the final “melt-up” stage of the record breaking bull market? Legendary value investor Jeremy Grantham makes the case and shares strategies to participate. WEALTHTRACK #1432 broadcast on January 26, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Miller Value Partners’ Bill Miller holds the record for being the only mutual fund manager to beat the market for 15 years in a row. One way he did it is by investing in new technologies that the Wall Street establishment thought were crazy at the time - Amazon, Google and Facebook among them. His latest “crazy” idea: Bitcoin. WEALTHTRACK #1431 broadcast on January 19, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Nine years after the Great Recession why is global growth accelerating? Find out in part 2 of our exclusive interview with Wall Street's #1 economist Ed Hyman and global value manager Matthew McLennan. WEALTHTRACK #1430 broadcast on Jamurary 12, 2018. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Huge tax changes: Mary Beth Franklin provides immediate advice. WEALTHTRACK #1427 published on December 22, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

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. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world class growth at value prices. WEALTHTRACK #1414 broadcast on September 22, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WEALTHTRACK #1413 broadcast on September 15, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WEALTHTRACK #1412 broadcast on September 8, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on August 25, 2017 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRACK #1405 broadcast on July 21, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WEALTHTRACK #1404 broadcast on July 14, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street. WEALTHTRACK #1403 broadcast on July 07, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be. WEALTHTRACK #1402 broadcast on June 30, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record breaking amounts. WEALTHTRACK #1401 broadcast June 23, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Why a slow, steady and contrarian approach wins the investment race over the long haul with Ariel Fund’s Founder and Portfolio Manager John Rogers. WEALTHTRACK #1352 broadcast on June 16, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

The advantage of active management in bond investing with two top performing mutual fund managers from Thornburg Investment Management. WEALTHTRACK #1349 broadcast on May 26, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

In an exclusive interview, one of Wall Street’s top economists, Nancy Lazar explains why the 8 year old U.S. recovery still has a ways to run. WEALTHTRACK #1348 broadcast on May 17, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Why index investing is best for most, but stock picking reigns supreme for some with Motley Fool co-founder Tom Gardner, who has a track record to prove it. WEALTHTRACK #1347 broadcast on May 12, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Global value investor David Winters takes on index funds, saying they are more expensive, less diversified and higher risk than commonly believed. WEALTHTRACK #1346 broadcast on May 05, 2016. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack. WEALTHTRACK #1345 broadcast April 28, 2107. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Matt Hougan explains why “the gig is up” for mutual funds as passive, exchange traded funds outperform and attract record amounts of money. WEALTHTRACK #1343 broadcast on April 14, 2016. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Legendary investor Bill Miller has always been an independent thinker and investor. In a rare interview he gives his rationale for some of his most controversial holdings. WEALTHTRACK #1342 broadcast on April 07, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Two retirement income specialists, Professor Jamie Hopkins and Financial Advisor, Steven Earhart show us how to create our own paycheck in retirement. WEALTHTRACK #1341 broadcast on March 31, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

T. Rowe Price’s Brian Rogers shares the investment lessons learned over a three decade career running an award winning mutual fund and a decade managing the firm and its investment strategies. Near the top of the list are why humility is so important to successful investing and why over confidence is an investor’s greatest challenge.      WEALTHTRACK #1340 broadcast March 24, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

An exclusive interview with the award winning portfolio manager of the MainStay Unconstrained Bond Fund. Dan Roberts says this is anything but a Reagan bull market and it is much higher risk. WEALTHTRACK #1336 broadcast on February 24, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus. WEALTHTRACK #1334 broadcast on February 10, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors. WEALTHTRACK #1333 broadcast on February 03, 2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch. WEALTHTRACK #1335 broadcast on February 17,2017. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support