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WEALTHTRACK believes the key to successful long term investing is diversification and intelligent asset allocation. Our goal is to help viewers build and protect their wealth in all of the investments they care about: financial, real estate, art, and collectibles.

WEALTHTRACK for TV Consuelo Mack

    • Investering

WEALTHTRACK believes the key to successful long term investing is diversification and intelligent asset allocation. Our goal is to help viewers build and protect their wealth in all of the investments they care about: financial, real estate, art, and collectibles.

    • video
    Mega Investment Trends Influencing Markets

    Mega Investment Trends Influencing Markets

    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 past performance but also for identifying big themes that can have an outsized influence on the financial markets.



    He is great investor Bill Wilby who has appeared with us exclusively since his retirement from professional money management over a decade ago.



    He was the Portfolio Manager of the award-winning Oppenheimer Global Fund a graduate of West Point, Wilby also has a Ph.D. in International Monetary Economics and has held various international finance and investment positions at top financial institutions including the Federal Reserve Bank of Chicago.



    Wilby wanted to discuss a couple of themes with us. One is the privatization of the public markets, the other theme influencing Wilby’s investment strategy is what he calls the global trade reset which we will also discuss.



    WEALTHTRACK #1629 broadcast on January 17, 2020.

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

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

    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 get organized and make decisions over time instead of at the last minute.



    For the second year in a row, we have invited one of our favorite guests who is very knowledgeable and organized to join us. She is Christine Benz, Morningstar’s personal finance guru.



    She writes daily personal finance columns for Morningstar, does interviews and podcasts and is the author of several books including 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide To Mutual Funds: 5-Star Strategies for Success. She has also been a WEALTHTRACK regular since the beginning.



    We asked her to take us through her financial to-do list for 2020. It is detailed so get out your pens, papers or smartphones and prepare to take notes when you join us.



    WEALTHTRACK #1628 broadcast on January 10, 2020



    More info: https://wealthtrack.com/get-your-financial-house-in-order-with-personal-finance-guru-christine-benz-financial-to-do-list/

    • 26 min
    • video
    Powerful Narratives: Stories Propelling Economies and Markets in 2020

    Powerful Narratives: Stories Propelling Economies and Markets in 2020

    Happy New Year and Happy New Decade! What will the 2020s bring? As J.P. Morgan famously said: “Stocks will fluctuate.” In 2019 they fluctuated mostly higher and the U.S. was still the place to be. Tech giants such as FANG’s Facebook, up 56%, Google’s parent Alphabet, up 29% and Amazon.com up 23% propelled the NASDAQ 35% higher. The S&P 500 rose nearly 27% and the Dow Jones Industrials advanced over 22%, all trading in record territory.



    It was pretty much a year for stocks all over the world, which is of course bringing the doomsayers out in droves. An excellent article on the front page of The Wall Street Journal’s Year-end Review & Outlook section is a good example. It’s titled: “Japan’s Lost 30 Years Give Pause To Those Looking at The U.S.”



    What are the stories propelling economies and markets in 2020 and the decade going to be? It’s a podcast conversation we had with Nobel Laureate economist Robert Shiller about how important powerful narratives driving the economy are.

    WEALTHTRACK #1627 published on January 03, 2020.

    More info at: https://wealthtrack.com/nobel-laureate-robert-shiller-explains-his-theory-of-narrative-economics-how-powerful-stories-influence-the-direction-of-the-economy/

    • 34 min
    • video
    Easy Money, China Slowdown & Brexit Are Transforming the Global Economy & Investment Choices

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

    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 exclusively since the beginning. We also invite a leading portfolio manager to join him. For the fourth year in a row, First Eagle’s Matthew McLennan is doing the honors.



    This week we are presenting the second of our two-part series focused on the global economic and investment outlook. In case you missed it, we tackled the 2020 prospects for the U.S. economy and markets last week which you can see on WEALTHTRACK.com or our YouTube channel.



    In part one of our 2020 Outlook edition, Hyman predicted, as he did accurately for 2019, that the longest economic recovery on record in the U.S. would continue. He sees no signs of recession and believes that growth will actually pick up! He also forecasts that Wall Street will continue to climb a wall of worry, which he will describe in detail.



    Matt McLennan is not as optimistic. One of his main concerns is the record levels of government and corporate debt in the U.S. and the problems it poses to future growth and liquidity, especially in the event of a slowdown. After the record-setting bull market run he also believes the U.S. market is expensive. He is investing very selectively in super high quality, market-dominant companies. He has a stash of cash to take advantage of sizable market declines and a significant position in gold to offset market risk.



    We will start our global outlook discussion this week with one of the biggest headline events of 2019 - Prime Minister Boris Johnson’s “Get Brexit Done” victory in the United Kingdom which Hyman thinks has worldwide significance.

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

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

    In the first of this two-part series on the Outlook for 2020 our focus is on the U.S. Last year Hyman correctly forecast the now record-breaking economic recovery would continue and that a recession was several years away.

    More info: https://wealthtrack.com/positive-2020-outlook-for-us-economy-says-wall-streets-1-economist-ed-hyman/

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

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

    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 that more than eight in ten current retirees fund their retirement primarily with Social Security, or a pension; just 5% do so from personal savings such as an IRA or 401(k). Seven in ten retirees say they would have “no idea what they would do” without Social Security.



    Contrast them with younger generations who expect savings to be the top source of their funding; 45% of millennials say they must rely on IRAs or 401(k)s and only 25% expect to rely on Social Security or a pension.



    Everyone talks about income inequality, but there is persistent extreme retirement inequality and it’s getting worse for the lowest-earning workers. Workers in the top 20% of earnings distribution have held about half of all retirement wealth between 1992 and 2010, whereas the share in the bottom 20% fell to 1% from 3% in the twenty-year period. And the percentage of those without any savings among the bottom earners increased to 51% from 45%.



    No matter what income group you look at savings makes a huge difference. The top 10% of savers in all income groups, from the highest to the lowest consistently held 10-20 times the retirement wealth of the bottom 10% of savers.



    What has caused the retirement crisis and are there policy and personal solutions to fix it? Two retirement experts will join us with some answers. Teresa Ghilarducci is a Professor of Economics at the New School for Social Research where she is Director of the Schwartz Center for Economic Policy Analysis (SCEPA) and the Retirement Equity Lab (ReLab), which researches the causes and consequences of the retirement crisis. Ghilarducci is a co-author with former WEALTHTRACK guest, Tony James of Rescuing Retirement: A Plan to Guarantee Retirement Security for All Americans.



    Jamie Hopkins is Director of Retirement Research at Carson Wealth, and Finance Professor of Practice at Creighton University College of Business. Hopkins a frequent WEALTHTRACK guest is an expert on retirement income and author of Rewirement: Rewiring the Way You Think About Retirement.



    WEALTHTRACK #1624 broadcast on December 13, 2019.



    More info at: https://wealthtrack.com/americas-do-it-yourself-system-is-failing-many-retirees-answers-from-two-retirement-experts/

    • 25 min

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