WEALTHTRACK Portable

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.

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.

How to maximize your Social Security and Medicare benefits with experts Mary Beth Franklin and Katy Votava. WEALTHTRACK #1344 broadcast on April 21, 2017.

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.

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.

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.

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.

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.

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.

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.