WEALTHTRACK

Latest Episodes:

The Income Strategy Difference. An Exclusive With Next Generation Investor Bill Miller IV Feb 07, 2019

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In a WEALTHTRACK exclusive next-generation investor, Bill Miller IV describes the income strategy edge of finding higher yielding securities at value prices. Learn more at: www.wealthtrack.com/miller-iv-income-strategy

Running Out of Money Is the Greatest Retirement Fear. How to Avoid It With Two Retirement Experts Feb 02, 2019

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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 it. WEALTHTRACK #1533 broadcast on February 01, 2019.

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Socially responsible investing is booming with 26% of US assets under management. Experts explain Jan 26, 2019

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Two experts on socially responsible investing, Glenmede’s Laura LaRosa and U.S. SIF’s Lisa Woll explain why it’s booming. WEALTHTRACK # 1532 Broadcast on January 25, 2019.

Details at WEALTHTRACK website.

David Giroux on Growing Secular Risks in Companies - Exclusive with Fund Manager of Year Winner Jan 19, 2019

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

Current Market Dynamics and Strategy: An Exclusive Interview With Great Investor Hersh Cohen Jan 12, 2019

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

WEALTHTRACK #1530. Published on January 11, 2019

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Unlocking China's Undiscovered Treasures With Matthews China Small Companies Fund's, Tiffany Hsiao Dec 29, 2018

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Chinese small company stocks are an undiscovered asset with enormous potential. Tiffany Hsiao, the lead portfolio manager of Matthews China Small Companies fund explains the attraction. WEALTHTRACK #1528 published on December 28, 2018. For more information visit www.wealthtrack.com

2019 Global Outlook: Synchronized Global Slowdown and Peaking Profits. A McLennan & Hyman Exclusive Dec 22, 2018

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Part II of our exclusive annual global outlook from Wall Street’s king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1527 broadcast on December 21, 2018.

U.S. Outlook From Top Economist Ed Hyman & Global Portfolio Manager Matthew McLennan Dec 15, 2018

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Part I of our exclusive annual U.S. outlook from Wall Street’s long-reigning king of economists, Ed Hyman with global portfolio manager, Matthew McLennan. WEALTHTRACK #1526 broadcast on December 14, 2018.

Morningstar’s Personal Finance Guru, Christine Benz With an Annual Financial Wellness Checkup Dec 08, 2018

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How fit is your retirement plan? Personal finance guru Christine Benz takes us through a financial wellness checkup. WEALTHTRACK #1525 broadcast on December 07, 2018.

Dr. Richard Sandor on Financial Futures & Carbon Trading Discusses His “Best Idea Yet” Dec 01, 2018

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Financial innovator Dr. Richard Sandor is known as the “father” of financial futures and carbon trading. He discusses the unheralded and significant environmental progress being made on the local level in the U.S., plus his latest innovation, an alternative to LIBOR, the troubled global interest rate benchmark. It’s the American Financial Exchange, an electronic exchange for direct interbank and financial institution lending and borrowing. It’s up and running and he considers it his “best idea yet.” WEALTHTRACK #1524 published on November 30, 2018. Explanation of acronyms used in this episode: LIBOR: the London Interbank Offered Rate U.S. AMERIBOR: a benchmark rate that reflects the actual market-determined cost of borrowing for U.S. financial institutions Federal Reserve’s SOFR (Secured Overnight Financing Rate): a broad measure of the cost of borrowing cash overnight collateralized by Treasury securities. SIFI: Systemically Important Financial Institution INTERCONTINENTAL EXCHANGE INC. (ICE): an American company that builds, operates and advances global financial and commodity markets CHICAGO CLIMATE EXCHANGE (CCX): founded by Richard Sandor in 2003 as a voluntary greenhouse gas (GHG) emission cap and trade scheme located in North America, and acquired by Intercontinental Exchange in 2010 EUROPEAN CLIMATE EXCHANGE (ECX): the leading marketplace for trading carbon dioxide emissions in Europe and internationally TIANJIN CLIMATE EXCHANGE CO, LTD: China’s first carbon market cap-and-trade exchange RGGI. Inc. (Regional Greenhouse Gas Initiative): the first mandatory market based program in the United States to reduce greenhouse gas emissions.

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