Consuelo Mack WealthTrack

Harding Loevner's Hallett: Where to find scarce high-quality growth companies

September 19, 2016 | Runtime: 8:48

Asset management firm Harding Loevner sends its team around the world to discover potential investments. Simon Hallett, chief investment officer, breaks down how they conduct their searches and what they are discovering.

Nick Murray: Advisers need to believe in the stock market's healing power

September 13, 2016 | Runtime: 6:52

Overexposure to bonds means a loss of the permanent returns equities offer, says Nick Murray, author of ôSimple Wealth, Inevitable Wealth."

Jane Bryant Quinn: The most important questions to ask about retirement

September 06, 2016 | Runtime: 6:53

Financial advisers need to ask clients, "What are you retiring to and what are you going to do with your life?" before they begin discussing money, says Jane Bryant Quinn, author of "How to Make Your Money Last: The Indispensable Retirement Guide."

Gregg Fisher: How a multi-factor approach can outperform the market

September 06, 2016 | Runtime: 4:24

Gregg Fisher, portfolio manager at Gerstein Fisher, discusses how using high-powered computing and academic research give his investments a competitive edge.

Fort Washington's Sargen and Oppenheimer's Wilby: Are geopolitical and financial storms ahead?

August 30, 2016 | Runtime: 9:26

Nicholas Sargen, chief economist at Fort Washington Investment Advisors, and William Wilby, retired portfolio manager at Oppenheimer Global Fund, discuss how they are investing amid unprecedented political uncertainty and central bank policy.

Charles Royce: Why small-cap stocks could be in for a prolonged recovery

July 27, 2016 | Runtime: 6:08

Small-cap stocks could be in for a strong three-year run after they bottomed earlier this year, based on historical performance, says Charles Royce, portfolio manager at The Royce Funds. Here he discusses where he looks for small company gems.

Motley Fool's Gardner: How I learned to be a better investor

June 21, 2016 | Runtime: 4:22

Motley Fool co-founder David Gardner says he cares more about what companies do and who runs them rather than their price to earnings ratios or valuations.

New York Life's Blunt: How guaranteed income can save retirees from running out of money

June 07, 2016 | Runtime: 6:34

Chris Blunt, president of the investments group at New York Life, discusses how retirees should match their expenses to guaranteed income — and what to consider when using annuities for this strategy.

Royce Funds' Nadel: Why investors should consider international small-cap stocks

May 10, 2016 | Runtime: 4:48

When investors look to diversify their portfolios beyond domestic investments, they typically go to large caps and multinationals. But that often repeats what they're already doing at home, according to David Nadel, portfolio manager at Royce Funds.

Western Asset's Buchanan: Why the probability of a recession is low

May 03, 2016 | Runtime: 4:59

Bond manager Michael Buchanan, deputy chief investment officer at Western Asset Management, says that market volatility, a slow down in China and unfavorable U.S. data could point to a recession, but some economic strengths make a downturn unlikely.

Videos 1-10 of 367