WealthTrack Portable

Philanthropy as an investment. Two philanthropy thought leaders- Jack Lund, CEO of the YMCA of Greater New York and Doug Bauer, Executive Director of the Clark Foundation- share advice on how to get the best return from your giving.

Financial legend Charles Ellis joins innovative financial planner Mark Cortazzo to explain why investment fees are much higher and more harmful than you think, and how you can fight back. Originally Broadcast August 10, 2012.

Where should you invest? Global bond manager, David Rolley from Loomis Sayles and global stock investor, Rupal Bhansali from Ariel Investments discuss finding the best opportunities.

The tax man cometh and he will be collecting more from investors next year. How can you minimize the pain? Western Asset Management’s top municipal bond investor, Robert Amodeo and Morningstar’s personal finance guru Christine Benz, have some answers.

Financial Thought Leader Michael Mauboussin explains the important roles luck and skill play in investment success and how to harness both to your advantage.

How to make a difference with your investments. Part one of our series on “impact investing” explores what it is and why it’s gone global with Portfolio Manager Mary Jane McQuillen from ClearBridge Advisors and environmental and energy analyst Bill Paul. Originally broadcast June 29, 2012

An interview with one of the investment greats! John C. Bogle, Vanguard founder, index fund creator, and tireless advocate for the little guy discusses how investors can succeed despite Wall Street’s problems. WealthTrack Episode #921, Originally Broadcast: 11-16-12

Post-election, a television exclusive with Wall Street’s long time number one ranked Washington analyst. The Scowcroft Group’s Tom Gallagher discusses what the election means for the economy and markets and how it affects your job, taxes and portfolio. #920, Original Broadcast 11-09-12

What's at stake in next week's Presidential election? Top ranked Washington analyst Andy Laperriere of ISI Group and Chief Investment Officer Jeff Applegate of Morgan Stanley will tell us why the race is so close and how the results could impact the markets and economy.

The focus is on international investing with David Nadel, Portfolio Manager and Director of International Research at the Royce Funds and Andrew Foster, Founder of Seafarer Capital Partners. Tune in to find out how these global investors are finding the best value, growth and income overseas by investing in emerging markets and smaller company stocks.

A rare interview with Great Investor, Steven Romick of FPA Crescent Fund. Romick describes how he is keeping his five-star rated fund on top by balancing the forces of inflation and deflation and continuing his contrarian, value-oriented strategies.

A rare interview with Morningstar’s Fund Manager of the Decade. Great Investor Bruce Berkowitz discusses The Fairholme Fund’s controversial concentration in financial stocks and other unloved securities.

Great Investor David Winters, portfolio manager of the top rated Wintergreen Fund, will explain why he is finding numerous investment opportunities around the globe and why investors shouldn’t believe the bearish view that the “cult of equity is dead.”

A rare interview with an influential Financial Thought Leader and financial historian. James Grant, founder and editor of Grant’s Interest Rate Observer, will discuss why the Federal Reserve’s policies of zero interest rates and massive purchases of U.S. Treasury and mortgage-backed bonds are dangerous to the economy and damaging to savers.

A next generation Great Investor who is successfully filling the shoes of the legendary Jean Marie Eveillard at First Eagle Funds. Matthew McLennan, portfolio manager of First Eagle Global, will tell us where in the world he’s finding value now.