WEALTHTRACK

Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy

13 Feb 2021

Contributed by Lukas

Part 1 of 2:  Talk to most investment professionals and they will tell you that portfolio diversification is the key to successful investing and ...

Dreifus: Build Focused Portfolios That Beat The Market

06 Feb 2021

Contributed by Lukas

One of the most notable characteristics of the last decade was the wide divergence in market performance. We have reported many times on the narrow gr...

Financial To-Do List For A New Year [2021]

23 Jan 2021

Contributed by Lukas

Blast off! Stock markets are setting records, with tech stocks leading the charge once again. “Don’t fight the Fed” should now encompass “don’...

Financial Plans: Pandemic Era Rethink

16 Jan 2021

Contributed by Lukas

COVID-19 has affected just about every aspect of our professional and personal lives, including the state of our finances. Whether you or a loved one ...

The Narratives Driving Stock & Real Estate Prices [2021]

09 Jan 2021

Contributed by Lukas

We have a special treat for you. Robert Shiller, a Nobel Prize-winning economist, a pioneer in the field of behavioral finance, long-time Yale profess...

Economic Perspective on the Extraordinary Events of 2020

19 Dec 2020

Contributed by Lukas

This week, in part 2 he will share his fifty years of economic perspective on the extraordinary events of 2020 and how the pandemic has changed the ec...

Record Monetary Stimulus + Vaccines = Economic Growth [2021]

12 Dec 2020

Contributed by Lukas

It's an annual tradition on WEALTHTRACK to sit down for a rare in-depth interview with Ed Hyman, Wall Street’s number one-ranked economist for an un...

Medicare & Lockdown: Better than Ever? (U.S.)

28 Nov 2020

Contributed by Lukas

According to Medicare benefits expert, Dr. Katy Votava COVID-19 has altered several aspects of Medicare coverage and procedures. She will tell us what...

Successful Investing: Timeless Advice

21 Nov 2020

Contributed by Lukas

Can investing be simple? Can we stop worrying about what’s happening on Wall Street, in Washington, with Fed policy, inflation, corporate earnings, ...

China’s Economic Comeback Offers Specific Investment Opportunities

14 Nov 2020

Contributed by Lukas

It’s been a roller coaster of emotions for investors this week.  Our focus is China. China of course is where COVID-19 originated in late 2019....

Massive Stimulus, Big Government, Low-interest Rates: 3 Megatrends Moving Markets

07 Nov 2020

Contributed by Lukas

What a week! The widely predicted blue wave of Democrats sweeping into the White House, taking over the Senate majority, and increasing their dominanc...

Election Portfolio Changes From Leading Strategist Jason Trennert

30 Oct 2020

Contributed by Lukas

One of the most striking financial characteristics of the pandemic experience has been the seeming disconnect between the economy and the stock market...

“Black Swan” Advice

24 Oct 2020

Contributed by Lukas

COVID-19 reminded us that life-changing “Black Swan” events don’t just happen once in a century. They are an ongoing reality.  In the last...

New Economic Expansion & Secular Bull Market

22 Oct 2020

Contributed by Lukas

Are we in the midst of a new economic expansion and secular bull market? Those are the signals from ClearBridge Investments’ Recovery Dashboard. Inv...

Deep Value Opportunities

16 Oct 2020

Contributed by Lukas

One extraordinary characteristic of this pandemic period has been stock market performance. A recent Wall Street Journal headline captures it perfectl...

4 Forces Driving The Economy: Powerful And Sustainable

09 Oct 2020

Contributed by Lukas

How surprised have you been by the market’s supercharged recovery from the March lows and the economy’s rebound from the COVID trough? By any meas...

The Feds Importance in Predicting the Markets

03 Oct 2020

Contributed by Lukas

“Don’t fight the Fed” has become an accepted Wall Street adage. It’s a phrase coined by Martin Zweig, a legendary technical analyst, and inves...

Shaking Up A Legendary Fund

25 Sep 2020

Contributed by Lukas

How do you successfully take over and run a legendary fund with a 60-year track record of excellence? We are about to find out this week in a rare int...

Social Security Benefits: More Valuable Than Ever [2020]

18 Sep 2020

Contributed by Lukas

COVID-19 has thrown a monkey wrench into many retirement plans as millions of Americans were thrown out of work and many were forced to tap into retir...

Retirement Benefits: Stress & Hurt

11 Sep 2020

Contributed by Lukas

COVID-19 has affected just about every aspect of our lives:  our jobs, our health, our family and social interactions, children’s education, an...

Rising Markets: All The Reasons To Be Bullish

10 Sep 2020

Contributed by Lukas

All The Reasons To Be Bullish - This Week on WEALTHTRACKRemember the discussions about the shape of the economic recovery? Would it be a “V”, a “...

Economic Opportunity = Common Sense - Some Revolutionary Ideas

07 Aug 2020

Contributed by Lukas

One of the biggest issues to emerge from the pandemic is income inequality. It has become even more pronounced as millions of low-income workers lose ...

Crisis Investing: How To Handle The Extremes

01 Aug 2020

Contributed by Lukas

We are in a rolling economic crisis right now, subject to the vagaries of the advance or retreat of the COVID-19 virus.  It is an ever-changing s...

Safe Haven Investing in the Bond Market

25 Jul 2020

Contributed by Lukas

Safe haven investments are hard to find these days, which is why we need them more than ever. We are faced with risks we haven’t experienced in livi...

Gold as a Long Term Substitute for Cash: Pandemic Uncertainty Risks

18 Jul 2020

Contributed by Lukas

There are a few moments in one’s lifetime when the geopolitical and economic backdrop truly changes. COVID-19 and its aftermath are one of those mom...

Great Investor Bill Miller’s Bullish Case

10 Jul 2020

Contributed by Lukas

Part Two: We are living in extraordinary times. We are calling it the Pandemic Pivot: the changes that have occurred or accelerated because of COVID-1...

What The Pandemic Has & Has Not Changed

04 Jul 2020

Contributed by Lukas

We are marking the start of this season with the introduction of a new series. What we are calling the “Pandemic Pivot” - the rapid economic, mark...

This is a Bear-Market Rally, Life Has Changed & “Homebody” Investments Will Flourish

20 Jun 2020

Contributed by Lukas

One of the striking financial characteristics of this pandemic stricken world has been the extreme divergence between the sickening economic reality o...

Why Nothing Will Be Normal

12 Jun 2020

Contributed by Lukas

In the first of a two-part interview, Influential economist David Rosenberg explains why “nothing is normal” after the COVID-19 pandemic. This is ...

Financial Impact of Past Pandemics – Important Lessons for Today

06 Jun 2020

Contributed by Lukas

The impact of past pandemics on the U.S. economy and markets has important lessons for today says financial historian Richard Sylla, as does the recor...

Influential Economist Paul McCulley on the Lasting Necessity of Record Monetary & Fiscal Stimulus

02 Jun 2020

Contributed by Lukas

Central banks and governments around the world are pulling out all the stops to replace income lost from COVID-19 shutdowns, including as we have seen...

Really Cheap Markets and the Pandemic’s Hidden Toll With Financial Thought Leader Rob Arnott

26 May 2020

Contributed by Lukas

Can investing be simple? With the 20/20 vision of hindsight it sure looks that way.  Had investors just decided to stay in the U.S., invest in gr...

Bad Economy Getting Better but Fears a Damaging 2nd Wave

15 May 2020

Contributed by Lukas

No doubt about it. The stream of economic news is terrible. The pandemic induced shutdown of much of the U.S. economy, Europe and other countries has ...

Covid-19 Is Changing Economic & Investment Behavior in Profound & Lasting Ways

08 May 2020

Contributed by Lukas

How different will our world be as the nation slowly returns to work on a state by state, city by city, business by business basis? In part II of our ...

The Bullish vs. Bearish Cases Mid Shutdown: Investment Strategist Jason Trennert

01 May 2020

Contributed by Lukas

This week’s guest was concerned about high market valuations before the global pandemic hit and was recommending clients raise some cash.  It’...

Will the Massive Policy Response Halt the Global Economic Freefall?

25 Apr 2020

Contributed by Lukas

We are witnessing massive policy responses of historic proportions. The fiscal and monetary reaction to the COVID-19 shut down of economies around the...

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

18 Apr 2020

Contributed by Lukas

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 j...

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

10 Apr 2020

Contributed by Lukas

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 ...

Staggering Numbers

03 Apr 2020

Contributed by Lukas

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 ...

Crisis Investment Perspective

27 Mar 2020

Contributed by Lukas

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...

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

20 Mar 2020

Contributed by Lukas

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 ...

Bullish on China

05 Mar 2020

Contributed by Lukas

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

Coronavirus & The Markets (February 2020)

28 Feb 2020

Contributed by Lukas

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

Filling in the Retirement Income Gap With Insurance Expert Kim Lankford

22 Feb 2020

Contributed by Lukas

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

Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

15 Feb 2020

Contributed by Lukas

In the current market cycle dating from 2009 coming out of the great financial crisis: - Equities dominated bonds and commodities. - The U.S. trumped ...

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

08 Feb 2020

Contributed by Lukas

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 Uma...

A Game Changer for Market Leadership Creating New Winners and Losers – End of Globalization

25 Jan 2020

Contributed by Lukas

Are we witnessing the end of globalization, the dominant trade and economic force of the last quarter-century? That is what financial thought leader R...

Mega investment trends influencing markets with Great Global Investor Bill Wilby

18 Jan 2020

Contributed by Lukas

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 ...

Get Your Financial House in Order With Personal Finance Guru Christine Benz’ Financial To-Do List!

11 Jan 2020

Contributed by Lukas

At the beginning of every new year or at tax time when I am under the IRS deadline gun, I vow this year is going to be different and I will finally ge...

Powerful Narratives: Stories Propelling Economies and Markets in 2020

04 Jan 2020

Contributed by Lukas

Happy New Year and Happy New Decade! What will the 2020s bring? As J.P. Morgan famously said: “Stocks will fluctuate.”  In 2019 they fluctuat...

Easy Money, China Slowdown & Brexit Are Transforming the Global Economy & Investment Choices

28 Dec 2019

Contributed by Lukas

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 exclu...

Positive 2020 outlook for US economy says Wall Street’s #1 Economist Ed Hyman

21 Dec 2019

Contributed by Lukas

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.  A...

America’s Do-It-Yourself System Is Failing Many Retirees. Answers From Two Retirement Experts

14 Dec 2019

Contributed by Lukas

There is a retirement crisis in this country. It is becoming more apparent as 10,000 baby boomers turn 65 every day. A recent Wells Fargo survey found...

Slowing Economies & Record Levels of Debt Are a Dangerous Mix

07 Dec 2019

Contributed by Lukas

Last week’s podcast with influential and outspoken economist David Rosenberg generated a tremendous amount of traffic and comment. We are running pa...

Mounting Recession Signs: Prescient Economist David Rosenberg’s Warnings

30 Nov 2019

Contributed by Lukas

Influential economist David Rosenberg lays out a persuasive case for the end of the record-breaking economic recovery in part one of a two-part WEALTH...

Is Corporate America’s Focus On Profits The Problem With Capitalism? Two Entrepreneurs Respond

23 Nov 2019

Contributed by Lukas

Do corporations need a new purpose? Does the free enterprise capitalist system need a major overhaul or a tune-up? We have two guests with strong view...

Recession & Bear Market Risks With Financial Thought Leader Jason Trennert

16 Nov 2019

Contributed by Lukas

As the Dow and S&P 500 hit new records this week, there is much to contemplate and for the markets to digest in the final weeks of 2019. Time to c...

Interest Compounding Machines

09 Nov 2019

Contributed by Lukas

We are always on the lookout for the exceptional on WEALTHTRACK.  It’s not easy to find among actively managed mutual fund managers. Only 23% o...

Bonds With Social Impact With Five-star Fund Manager Stephen Liberatore

01 Nov 2019

Contributed by Lukas

Socially responsible investing has taken off and interest in it is accelerating.  As we’ve reported before on WEALTHTRACK, U.S assets invested ...

Political & Economic Pressures on Oil & Gas Stocks. Industry Veteran Tom Petrie’s Reality Check

25 Oct 2019

Contributed by Lukas

If you were to follow legendary investor Sir John Templeton’s advice to buy where there is maximum pessimism it might lead you to energy stocks. The...

Growth Stocks With Downside Protection

11 Oct 2019

Contributed by Lukas

The economy and markets are facing multiple headwinds. But the cumulative real growth of the economy, that’s excluding inflation, is far below other...

Avoiding costly Medicare mistakes with Medicare expert Dr. Katy Votava

04 Oct 2019

Contributed by Lukas

Medicare is a benefit that can’t start soon enough for many older adults. Health care costs are skyrocketing and they hit seniors particularly hard ...

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

28 Sep 2019

Contributed by Lukas

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

The Importance of Gold in De-Risking Portfolios

20 Sep 2019

Contributed by Lukas

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

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

13 Sep 2019

Contributed by Lukas

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 ...

Trade War Impact: The Markets & Economy

26 Aug 2019

Contributed by Lukas

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.S...

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

25 Aug 2019

Contributed by Lukas

 China expert Jim McGregor gives us his candid assessment of the competitive threat that China’s leadership poses to the U.S.  I...

Social Security: Specific Benefit Advantages for Different Situations

17 Aug 2019

Contributed by Lukas

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

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

09 Aug 2019

Contributed by Lukas

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 ...

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

02 Aug 2019

Contributed by Lukas

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 philo...

Market-Beating Returns With Next-Generation Investor Samantha McLemore

26 Jul 2019

Contributed by Lukas

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

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

20 Jul 2019

Contributed by Lukas

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

Municipal Bond Markets Are Attracting Record Amounts of Investor Money

12 Jul 2019

Contributed by Lukas

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.     The nearly $4 tr...

Market Beating Value Investors: The Next Generation

05 Jul 2019

Contributed by Lukas

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

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

29 Jun 2019

Contributed by Lukas

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 growin...

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

21 Jun 2019

Contributed by Lukas

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% ...

The Culture of Value Investing From Ben Graham’s & Warren Buffett’s Former Brokerage Firm

15 Jun 2019

Contributed by Lukas

“It’s a marathon, not a sprint” describes the investment time horizon of Tweedy, Browne’s senior portfolio managers William Browne and John Sp...

Impact Investing Advice - This week on WEALTHTRACK

07 Jun 2019

Contributed by Lukas

As it’s currently fundraising season on public television WEALTHTRACK might not be airing on your local station,  so we are revisiting a recent...

Technological Innovation & Disruption - EXTRA this week.

01 Jun 2019

Contributed by Lukas

It’s the first week of the spring fund raising season on Public Television we are revisiting a recent exclusive interview with Fund Manager of Year ...

Sustainable Growth at Reasonable Prices: What in the World Is Great Investor Mark Yockey Finding?

24 May 2019

Contributed by Lukas

 International investing star Mark Yockey joins us in a WealthTrack Exclusive to discuss his global stock picks. With episodic exceptions th...

Avoiding Disastrous Mistakes: The Danger of Portfolio Volatility in Retirement [2019]

17 May 2019

Contributed by Lukas

Our focus this week: The challenge facing most of us! Nobel Prize-winning behavioral economist Richard Thaler recently called the drawing down of mone...

Record Government Debt & Low to Negative Interest Rates Challenge Global Financial Stability

10 May 2019

Contributed by Lukas

Market volatility is back.  The roller coaster trade negotiations between the U.S. and China are lurching downward again causing a multi-day mark...

Late Cycle Growth Opportunities? GAMCO Growth Fund’s Market Beating Howard Ward Looks to the FAANGs

03 May 2019

Contributed by Lukas

Short term interests remain steady. The Federal Reserve decided to keep its benchmark federal funds rate at the same 2-1/4 to 2-1/2 percent range...

The “Story of The Decade”: Why U.S. Economy Strengthens While Setting Records for Longevity

27 Apr 2019

Contributed by Lukas

This summer will mark the longest economic recovery in U.S. history. The bull market already made it into the record books for longevity in August of ...

Environmental Impact Investing Is Attracting Dollars & Delivering Results. 2 Experts Share Strategies

19 Apr 2019

Contributed by Lukas

  Remember the expression, “Follow the money” from the Deep Throat character in ALL THE PRESIDENT’S MEN? We are following the money for you...

Financial Crisis Survival Lessons: Beats Market & Peers Since Bottom (Ariel Fund)

12 Apr 2019

Contributed by Lukas

  Patience is usually considered to be a virtue except when it comes to investing. Investors are notoriously impatient when the funds they are in...

2 Secrets to Beating the Market. Great Value Investor Joel Greenblatt Explains

05 Apr 2019

Contributed by Lukas

 Great value investor Joel Greenblatt reveals his two secrets to investment success. He is living proof that active management can still work rea...

Treasury Bond Maven Robert Kessler Warns of Recession Ahead & Where to Take Shelter

29 Mar 2019

Contributed by Lukas

Yields on government bonds are falling across the globe. The yields on the benchmark 10-year bond in both Germany and Japan are negative for the first...

Prescient Economist & Fed Expert Paul McCulley on No Recession Ahead & Fed’s Tightening Done

22 Mar 2019

Contributed by Lukas

Former PIMCO strategist, portfolio manager, and Chief Economist Paul McCulley warned about the credit bubble years before it burst. What is he watchin...

Building Women’s Financial Health: Award-Winning Wealth Advisor Karen Altfest

15 Mar 2019

Contributed by Lukas

Helping women become financially secure is a primary motivation for Karen Altfest. Altfest Personal Wealth Management’s Principal Advisor shares her...

The Do-It-Yourself Retirement System Isn’t Working. Retirement Pro Teresa Ghilarducci Has Solutions

08 Mar 2019

Contributed by Lukas

 The retirement crisis is real. 40% of older, middle-class workers and their spouses will fall into poverty or near poverty in retirement. Econom...

Three Inspiring Women Entrepreneurs Share Their Unusual Routes to Success

01 Mar 2019

Contributed by Lukas

 WEALTHTRACK WOMEN is featuring women who are making a difference in business and finance during Women’s History Month. Join us for career advi...

Purpose Matters. Philanthropy and Social Responsibility Experts Describe the New Civic Age

23 Feb 2019

Contributed by Lukas

 Purpose matters, particularly to younger generations. In a recent survey of millennials by Deloitte, almost 87% of them said: The success o...

Invest Where Others Fear to Tread for Income and Appreciation: Eaton Vance’s Kathleen Gaffney

16 Feb 2019

Contributed by Lukas

 If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy ...

Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity

09 Feb 2019

Contributed by Lukas

2019 could be a year for the record books. The economic expansion turns ten this summer, which would make it the longest recovery ever. The bull marke...

The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV

07 Feb 2019

Contributed by Lukas

In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value ...

Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts

02 Feb 2019

Contributed by Lukas

Running out of money is the greatest retirement fear. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid i...

Socially responsible investing is booming with 26% of US assets under management. Experts explain

26 Jan 2019

Contributed by Lukas

Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Bro...

David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner

19 Jan 2019

Contributed by Lukas

5-star manager David Giroux explains why more companies' businesses are at risk. WEALTHTRACK #1531 broadcast on January, 18, 2018. More info at www.we...

Current Market Dynamics and Strategy: An Exclusive Interview With Great Investor Hersh Cohen

12 Jan 2019

Contributed by Lukas

 Great Investor Hersh Cohen has been investing for half a century, He shares his perspective on today’s challenging markets.  WEALTHTRACK ...