WEALTHTRACK

Latest Episodes:

Asia Investment Pioneer Mark Headley Is Back in Business Investing in Asia May 01, 2026

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Asia mutual fund pioneer Mark Headley has come out of retirement to rebuild his old firm and reinvest in the region, as well as other emerging markets. Why he believes the time is right to pivot to Asia.

U.S. Small- & Mid-Cap Industrial Stocks Are Outperforming and Unappreciated Apr 24, 2026

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It's one of the market’s best-kept secrets. An index of U.S. small- & mid-cap industrial stocks has outperformed the S&P 500 for over a decade. Award-winning strategist Richard Bernstein explains why the winning streak should continue.

Managing Uncertainty With Resilient, Dominant Companies Plus Gold Apr 17, 2026

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Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.

Protection In Turbulent Markets Apr 14, 2026

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Where can you get a 9% raise every year? Clearbridge Investments’ Michael Clarfeld shares his dividend strategy approach for finding high-quality, hard asset/low obsolescence (HALO) companies with consistent dividend growth averaging 9% a year.

Published on April 10, 2026

RETHINKING INVESTING Feb 14, 2026

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“Rethinking Investing” is legendary financial consultant Charley Ellis’ “eureka” moment when all his investment wisdom and experience came together in one short volume.

WEALTHTRACK Episode 2133 broadcast on February 14, 2025

The American Financial Revolution That Created the World’s Richest Nation Feb 13, 2026

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As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history. WEALTHTRACK episode 2233, broadcast on 2/13/2026

Streamlined Portfolios & Financial Plans That Work for Christine Benz Feb 06, 2026

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Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us. WEALTHTRACK episode 2232, broadcast on 2/6/26

Must-Do 2026 Financial List with Morningstar’s Christine Benz Jan 30, 2026

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Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.

WEALTHTRACK episode 2231, broadcast on 01/30/2026

Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix Jan 23, 2026

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Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?

WEALTHTRACK episode 2230, broadcast 1/23/25

Charles Ellis Identifies the “Great American Investments” That Define America Jan 09, 2026

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Social Security, the Louisiana Purchase, and the National Institutes of Health are just a few of the major investments that define America. Financial thought leader Charles Ellis discusses his soon-to-be-published book, “Great American Investments.”

WEALTHTRACK episode 2228, broadcast on 01/09/2025

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