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CONSUELO MACK WEALTHTRACK-logo

CONSUELO MACK WEALTHTRACK

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Location:

United States

Language:

English

Contact:

917.740.8737


Episodes

Warning Signs: Elevated Markets & Bitcoin

12/9/2017
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Financial historian, author and investor, Professor Richard Sylla analyzes the riskiness of today’s record breaking markets and phenomena like Bitcoin. WEALTHTRACK #1425 published on December 8, 2017.

Duration: 00:20:28


Tax Impact on Giving

12/1/2017
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Anticipation of tax reform is affecting charitable giving. Consequences, strategies & overcoming barriers. The latest from Fidelity Charitable’s Pamela Norley. WEALTHTRACK #1424 published on December 01, 2017.

Duration: 00:16:40


Taxing Consequences. What You Need To Know

11/22/2017
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It’s been three decades since the last game-changing tax reform legislation was passed. Washington is in the midst of another major tax overhaul effort now with huge implications for many. In an exclusive follow-up discussion with EY's Elda De Ri, we tackle the possible ramifications and actions to consider before year-end. WEALTHTRACK #1423 published November 24, 2017.

Duration: 00:19:11


Retirement Expert Kristi Mitchem: Why Financial Planning Makes Millennials and Boomers Happier

11/17/2017
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Kristi Mitchem, CEO of Wells Fargo Asset Management has the research on the strong connection between control of your finances and happiness. WEALTHTRACK #1422 broadcast on November 17. 2017.

Duration: 00:26:11


Bond Investor Kathleen Gaffney: We Are at an Important Inflection Point With Major Repercussions

11/10/2017
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Veteran Eaton Vance bond fund manager, Kathleen Gaffney takes us on her nontraditional global search for higher investment returns. WEALTHTRACK #1421 broadcast on November 10, 2017.

Duration: 00:25:50


Keys to Investment Success With Dennis Stattman, Co-Founder Blackrock Global Allocation Fund

11/3/2017
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Great investor Dennis Stattman recently retired from running the award winning BlackRock Global Allocation Fund. He’ll share his investment lessons learned and how to apply them now. WEALTHTRACK #1420 broadcast on November 3, 2017.

Duration: 00:27:08


Factor Investing Guru Matt Peron Says a Factor-Based Approach Is a Better Way to Invest

10/27/2017
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Engineering better investment outcomes. Northern Trust’s “Factor” guru, Matthew Peron identifies the stock characteristics that have delivered better investment results over time. WEALTHTRACK #1419 broadcast on October 27, 2017.

Duration: 00:25:23


Two Highly Rated International Investors Discuss Opportunities To Seize And Risks To Avoid

10/13/2017
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With U.S. stocks at record highs, top-rated international fund managers Rupal Bhansali and Andrew Foster find values overseas. WEALTHTRACK #1417 broadcast on October 13, 2017.

Duration: 00:25:44


Retirement Experts Address The Rising Costs And How To Conquer Them

10/6/2017
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Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt. WEALTHTRACK #1416 broadcast on October 06, 2017

Duration: 00:26:15


Guggenheim's Scott Minerd Oversees Six 5-Star Bond Funds. Why is He Getting Defensive?

9/29/2017
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Guggenheim Partners’ Scott Minerd explains why he is getting defensive in all six of his five-star rated bond funds. WEALTHTRACK #1415 broadcast on September 29, 2017.

Duration: 00:25:44


WHERE IN THE WORLD THEY DO YOU FIND COMPOUNDING GROWTH AT VALUE PRICES?

9/21/2017
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A rare interview with two top global investors: Davis Funds’ Chris Davis and Danton Goei explain where they are finding world class growth at value prices. WEALTHTRACK #1414 broadcast on September 22, 2017.

Duration: 00:25:49


What Socially Responsible Investing Really Means & Why It Is In So Much Demand

9/14/2017
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The evolution of socially responsible investing. Its meaning and performance, with industry pioneers, Christina Alfandary and John Streur. WEALTHTRACK #1413 broadcast on September 15, 2017.

Duration: 00:24:56


Trennert & Zweig: Market Restructuring

9/8/2017
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What the huge, fundamental changes in the stock market’s structure mean for investors, with seasoned market observers, Jason Trennert and Jason Zweig. WEALTHTRACK #1412 broadcast on September 8, 2017.

Duration: 00:25:11


Passive Index Funds Raging. Are Active Funds Bucking The Trend? Top Money Managers Respond

8/30/2017
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Top performing money managers respond to the popularity of passive index investing. WEALTHTRACK # 1411 broadcast on September 1, 2017.

Duration: 00:25:26


Great Investor Hersh Cohen on the Key Role Dividends Play in His Investment Strategy

8/25/2017
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An exclusive interview with award winning value investor Hersh Cohen on the compounding power of increasing dividends. WEALTHTRACK #1410 broadcast on August 25, 2017

Duration: 00:25:24


Long Time Baron Opportunity Fund's Portfolio Manager on Where He is Investing for High Growth

7/28/2017
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Finding high growth stocks in a low growth world with Baron Opportunity fund’s Michael Lippert. WEALTHTRACK #1406 broadcast on July 28.2017.

Duration: 00:25:33


2 Winning Bond Managers Explain Low Interest Rates & Subdued Inflation Will Keep Recovery on Track

7/21/2017
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Finding rare sources of income in a low income world with Brandywine Global’s Stephen Smith and Western Asset Management’s John Bellows. WEALTHTRACK #1405 broadcast on July 21, 2017.

Duration: 00:26:01


Thomas Russo: Great Value Investor

7/14/2017
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In a rare interview, great value investor Tom Russo explains why the ability to say no and the capacity to suffer are key to investment success. WEALTHTRACK #1404 broadcast on July 14, 2017.

Duration: 00:25:28


Burton Malkiel Wrote "A Random Walk Down Wall Street" In ‘73. Have His Views Changed?

7/7/2017
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Legendary economist and financial thought leader, Burton Malkiel shares investment lessons learned more than four decades after writing his classic book, A Random Walk Down Wall Street. WEALTHTRACK #1403 broadcast on July 07, 2017.

Duration: 00:25:53


Investing Where You Don’t Want To Be, With Tocqueville Fund’s Contrarian Manager Robert Kleinschmidt

6/28/2017
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In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be. WEALTHTRACK #1402 broadcast on June 30, 2017.

Duration: 00:25:18

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