Great investor David Giroux has cut way back on stocks and increased bonds in his top performing T. Rowe Price Capital Appreciation Fund. He explains why stock prices are scary and bonds look better than most stocks in 2025. --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Morningstar’s retirement guru Christine Benz discusses the often overlooked non-financial aspects of retirement planning in part 1 of our interview on her new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. WEALTHTRACK episode 2115 broadcast on October 11, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead. WEALTHTRACK #2038 broadcast on March 15, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, including its 5-star, Silver-rated Baird Core Intermediate Municipal Bond Fund, present a compelling case for muni bonds. WEALTHTRACK Episode 2022, published on November 23, 2023 More Info: https://wealthtrack.com/the-highest-yields-in-nearly-20-years-make-a-compelling-case-for-municipal-bonds/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

On the publication of its 75th anniversary edition, The Intelligent Investor Editor Jason Zweig shares the timeless & still timely wisdom of what Warren Buffett calls “the best book on investing ever written.” WEALTHTRACK episode #2120, broadcast on 11/15/2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 2 of 2 Veteran portfolio manager and strategist Bob Doll reflects on what’s changed and what still works in the rapidly changing markets of his forty-plus-year career. WEALTHTRACK #2119 broadcast on November 08, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 1 of 2 Veteran strategist and fund manager Bob Doll on investing in what he calls a “high-risk, momentum-driven bull market.” WEALTHTRACK #2118 broadcast on November 01, 2024 --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 2 of our “How to Retire” interview with Christine Benz, Morningstar’s personal finance and retirement guru, focuses on key financial lessons after discussing the important non-financial aspects in part 1. WEALTHTRACK episode 2116 broadcast on October 18, 2024 More info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 2 of 2 Financial thought leader Abby Joseph Cohen reflects on the disruptive events of the past 20 years that have had the biggest impact on the global economy and financial markets. WEALTHTRACK episode 2114 broadcast on October 04, 2024 More Info: --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more

Part 1 of 2 Abby Joseph Cohen once moved markets as Goldman Sachs U.S. Investment Strategist. She now shares her economic and financial wisdom with business school students at Barron’s annual roundtable. WEALTHTRACK episode 2113 broadcast on September 27, 2024 More info: https://wealthtrack.com/legendary-strategist-outlook/ --- Support this podcast: https://podcasters.spotify.com/pod/show/wealthtrack/support ..read more