Consuelo Mack WealthTrack

BofA Merrill Lynch's Hartnett: Mapping the world’s changing landscape

January 12, 2016 | Runtime: 4:35

Michael Hartnett, chief investment strategist at Bank of America Merrill Lynch Global Research, discusses the cyclical and secular investments that the firm projects will transform the world’s economies, markets and populations between now and 2050.

Erin Botsford: How annuities can help build a foundation for retirement

January 04, 2016 | Runtime: 6:38

The single greatest financial need investors face is to support their lifestyles in retirement. Erin Botsford, CEO of the Botsford Group, discusses why it makes sense to transfer the risks associated with those goals to insurance products.

Evercore's Bickford: How to financially empower female clients

December 28, 2015 | Runtime: 5:04

Surveys show that women often don’t deal with their finances until there is a crisis. Jewelle Bickford, partner and wealth adviser at Evercore Wealth Management, discusses how she gets female clients to develop their financial awareness.

Thornburg's Ryon: Should bonds carry a warning label?

October 20, 2015 | Runtime: 6:13

Though bonds' 30-year bull run looks like it's coming to an end, they still have an important place in portfolios, according to Christopher Ryon of Thornburg Investment Management and Martin Fridson of Lehmann Livian Fridson Advisors.

Nuveen’s Doll: Why disciplined investing works

October 13, 2015 | Runtime: 4:20

Bob Doll, chief equity strategist at Nuveen Asset Management, acknowledges that there were many periods when he underperformed. That is when you want to dig in deeper and stick to your strategy, he says. Find out why.

Wintergreen's Winters: Are index funds a threat to retirement savings?

October 07, 2015 | Runtime: 5:58

David Winters, CEO of Wintergreen Advisers, says that the move to index funds has become a dangerous market mania. Find out why he thinks these funds are buying the most expensive securities and neglecting what’s undervalued.

William Blair's Singer: Why macro allocations matter more now

September 29, 2015 | Runtime: 6:53

As more people depend on the market for their savings and retirement, geopolitical instability affects them more. Brian Singer, portfolio manager at William Blair Macro Allocation Fund, discusses how a macro asset allocation strategy can help.

Mary Beth Franklin and Macro Consulting's Cortazzo: The advisers' role in creating retirement income

September 15, 2015 | Runtime: 6:24

Bucket income strategies, annuities and Social Security benefits are among the topics advisers must know to help clients plan their income in retirement, according to InvestmentNews' Mary Beth Franklin and Macro Consulting's Mark Cortazzo.

Robert Kessler: Why Treasuries are the safest bet in a treacherous climate

September 08, 2015 | Runtime: 5:02

Treasuries represent a part of a portfolio that is 100% secure, a hedge against terrible things that happen, and they have the capacity to outperform as an investment, according to Robert Kessler, CEO of Kessler Investment Advisors.

ETF.com's Hougan and Northern Trust's Peron: How to tell a good ETF from a bad one

September 01, 2015 | Runtime: 6:31

Investors need to make sure an ETF has the exact exposure they seek and then make sure it tracks well, trades well and is low fee, according to Matt Hougan, CEO of ETF.com, and Matthew Peron, managing director of global equity at Northern Trust.

 
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