WealthTrack's Podcast
WealthTrack believes that the key to successful long-term investing is diversification and intelligent asset allocation. Our goal is to help viewers build and protect their wealth and all of the investments they care about: financial, real estate, art, and collectibles.

With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations.


WEALTHTRACK #1112. Original Broadcast 09-12-14

Direct download: WEALTHTRACK__1112_Darst-Kaplan_09-12-14.mp3
Category:business -- posted at: 11:30 PM

Can investing be a lucrative game? Brothers David and Tom Gardner founded the online investment advisory service, The Motley Fool in 1993 to help people become better investors while having fun doing it. 20 years later their Stock Advisor growth and value portfolios have beaten the market by a wide margin. 


WEALTHTRACK # 1111. Originally Broadcast on September 5, 2014

Direct download: WEALTHTRACK_1111_Gardner_09-05-14.mp3
Category:business -- posted at: 11:30 PM

Great bond investor Kathleen Gaffney says it's been the quietest summer bond market in her 20 plus years of managing fixed income funds.  Is this the proverbial calm before the storm?  Have years of low interest rates lulled investors into another false sense of security?  Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly.  She'll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios. 


WEALTHTRACK #1110. Originally Broadcast on August 29, 2014

Direct download: WEALTHTRACK_1110_Gaffney_08-29-14.mp3
Category:business -- posted at: 11:30 PM

How worried are you about the stock market? Is the near tripling of stock prices since the 2009 market bottom a cause for concern? This week’s guest has some different and positive perspectives on the market. Jason Trennert is Managing Partner and Chief Investment Strategist of Strategas Research Partners, an independent investment strategy and macroeconomic research firm. Trennert is widely followed by institutional investors in the money management and hedge fund world, and is identified as one of “Wall Street’s Best Minds” by Barron’s. One of his most widely quoted themes is known as TINA – “There Is No Alternative” – meaning “there is no alternative to stocks right now”. We’ll ask him to explain.


WEALTHTRACK #1106, August 01, 2014

Direct download: WEALTHTRACK_1106_TRENNERT_08-01-14.mp3
Category:business -- posted at: 11:30 PM


How vulnerable are the markets? Despite rising geopolitical conflicts and uncertainty surrounding the Federal Reserve’s exit plan from its unprecedented monetary expansion, U.S. stock and bond markets are trading near record highs. WEALTHTRACK #1105, July 25, 2014

Direct download: WEALTHTRACK_1105_Wilby-Sargen_07-24-14.mp3
Category:business -- posted at: 11:00 PM

Bob Doll has made a name for himself with his annual predictions and with his proven investment skill. Doll, Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management, has run several large cap stock mutual funds for three decades. We’ll get a personal take on his mid-year predictions for investment opportunities, and traps to avoid.


WEALTHTRACK #1104, July 18, 2014

Direct download: WEALTHTRACK_1104_Doll_07-18-14.mp3
Category:general -- posted at: 11:30 PM

Contrarian money manager Steven Leuthold called it quits from the tightly regulated mutual fund business. Now he’s investing in businesses that many investors consider to be toxic. He’ll explain his unusual choices.

WEALTHTRACK #1103, Broadcast on July 11, 2014

Direct download: WEALTHTRACK_1103_Leuthold_07-11-14.mp3
Category:business -- posted at: 1:35 AM

For years Great Investor Robert Kessler has correctly predicted that interest rates would decline to record lows and remain subdued because of subpar economic growth. The founder and CEO of Kessler Investment Advisors is sticking to his guns and maintains that U.S. Treasury bonds will continue to be a major beneficiary. He’ll explain why he thinks Treasuries, one of the most vilified investments on Wall Street should be a core holding in everyone’s portfolio.

WEALTHTRACK #1102. Broadcast on July 4, 2014

Direct download: WEALTHTRACK_1102_Kessler_07-04-14.mp3
Category:business -- posted at: 11:30 PM

For the start of our tenth season of WEALTHTRACK we are exploring the unique difficulties women face in achieving long-term financial security. The fact is most women not only outlive their male counterparts, they also save and earn less, a daunting combination when paying for retirement. Two award-winning financial advisors explain what every woman needs to know to build a financial plan to last a lifetime.


WEALTHTRACK #1101, June 27, 2014

Direct download: WEALTHTRACK_1101_Griffin-Taylor_06-27-14.mp3
Category:general -- posted at: 11:30 PM

Are we really in the midst of an energy revolution? Could the U.S become energy independent? What are the repercussions for the economy, investors and even national security? Financial Thought Leader and energy guru Tom Petrie uses his 40 years of experience as an energy analyst, investment banker and strategist to provide answers in this WEALTHTRACK exclusive.

WEALTHTRACK #1052; Originally Broadcast on June 20, 2014


Direct download: WEALTHTRACK_1052_PETRIE_06-10-2014.mp3
Category:business -- posted at: 11:30 PM