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WEALTHTRACK Portable

The Right Track to Your Financial Health

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Improve Investment Results: Quality Shareholders

Improve Investment Results: Quality Shareholders

In this era of indexing the investors who research and buy individual companies are becoming a rarity – some would say a... Read more

28 Aug 2021

26mins

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Warren Buffett’s Evolution Into a Great Manager

Warren Buffett’s Evolution Into a Great Manager

Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all t... Read more

31 Jul 2021

25mins

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Inflation Trajectory: Understand the History

Inflation Trajectory: Understand the History

If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applie... Read more

17 Jul 2021

25mins

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ESG Investing: “The Race of Our Lives”

ESG Investing: “The Race of Our Lives”

Part 2 of 2When legendary value investor Jeremy Grantham turned 80 he made two resolutions: “to be prepared to write a c... Read more

10 Jul 2021

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The Bull Market: A Bubble of “Epic Proportions”

The Bull Market: A Bubble of “Epic Proportions”

We are celebrating the launch of WEALTHTRACK’s18th season on public television this week! We feel so fortunate to serve ... Read more

7 Jul 2021

26mins

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Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

Investing in a Speculative Market: Thoughts From “The Intelligent Investor”

For financial historians and serious market observers, the current era has all the signs of a developing market bubble.M... Read more

26 Jun 2021

26mins

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Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

Inflation Is Temporary: Bullishness on the Economy & Markets Is Wrong

The consensus for the economy is bullish. After a 6.4% annualized increase in real GDP, that’s without inflation, in the... Read more

13 Jun 2021

26mins

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New Opportunities and Challenges for Bond Investors

New Opportunities and Challenges for Bond Investors

Times they are a-changin’…With COVID vaccinations becoming widespread, savings rates high, and consumers ready to spend,... Read more

22 May 2021

26mins

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Equity-Like Returns With Less Than Stock Market Risk

Equity-Like Returns With Less Than Stock Market Risk

“Jack be nimble Jack be quick” isn’t a concept one usually associates with long term value investors but sometimes extra... Read more

15 May 2021

26mins

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An Embarrassment of Riches in the High Growth Stock Universe

An Embarrassment of Riches in the High Growth Stock Universe

There is a rule of thumb on Wall Street that when a fund knocks it out of the park in any given year or has an exception... Read more

10 May 2021

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