Consuelo Mack WealthTrack

How to maximize the effectiveness of your charitable giving

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.

T. Rowe Price's Brian Rogers: Are there companies you can buy and hold forever?

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.

Motley Fool's Tom Gardner: Why index funds are best for investors

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.

Wintergreen Fund's David Winters: Why index funds aren't always the best bet

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.

The potential risks and rewards of investing in bonds

July 07, 2017 | Runtime: 7:58

Thornburg portfolio managers Jeff Klingelhofer and Nicholos Venditti discuss the status of corporate, treasury and muni bonds.

Ariel Investments' John Rogers: How to survive difficult markets

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.

Mary Beth Franklin and Katy Votava: How to avoid big Social Security and Medicare penalties

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.

MacKay Shields' Dan Roberts: Why this is no Reagan bull market

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.

Scott Welch: How to improve the tax sensitivity of portfolios

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.

Charles Dreifus: Why the stock market is priced to perfection

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.

 
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