Consuelo Mack WealthTrack
August 18, 2017 | Runtime: 6:54
Donor-advised funds let you take the tax deduction for charitable donations now, while postponing when you give the money away. Pamela Norley, president of Fidelity Charitable, and Elda Di Re, partner at Ernst & Young, discuss the strategy.
July 07, 2017 | Runtime: 4:24
Brian Rogers, non-executive chairman at T. Rowe Price, says there are just several companies that he stayed invested in throughout his 30-year term at the helm of the equity income fund.
July 07, 2017 | Runtime: 5:07
Tom Gardner, CEO of The Motley Fool, explains why index funds are the cheapest, most tax-efficient way to get exposure and diversification in portfolios.
July 07, 2017 | Runtime: 5:16
Index funds are more expensive, higher risk and less diversified than you have been led to believe, according to David Winters, portfolio manager at the Wintergreen Fund.
July 07, 2017 | Runtime: 7:58
Thornburg portfolio managers Jeff Klingelhofer and Nicholos Venditti discuss the status of corporate, treasury and muni bonds.
July 07, 2017 | Runtime: 4:34
Ariel Investments founder, CEO and CIO John Rogers, Jr. discusses how thinking long term, particularly as a value investor, can help boost your confidence when the markets are working against you.
May 19, 2017 | Runtime: 6:55
Mary Beth Franklin, contributing editor at InvestmentNews, and Katy Votava, president at Goodcare.com, discuss the rules you need to keep in mind to get the most out of these programs.
May 19, 2017 | Runtime: 8:36
The market needs to take into account the states of the economies when Reagan took over in 1981 and when Trump took over, according to Dan Roberts, head of the global fixed income division at MacKay Shields.
April 28, 2017 | Runtime: 6:53
Scott Welch, chief investment officer at Dynasty Financial Partners, and Brian Langstraat, chief executive officer at Parametric, discuss what advisers need to keep in mind about the taxes their clients pay on their investments.
April 28, 2017 | Runtime: 5:05
Charles Dreifus, portfolio manager of the Royce Special Equity Fund, discusses the resurgence of small-cap stocks and where their valuations stand now.