Peter Bernstein & Charles Ellis

On this week’s WealthTrack PREMIUM we are re-broadcasting a WealthTrack Classic—interviews we did with two of Wall Street’s wisest men. One sadly is no longer with us, the other is very much alive and thriving. The year was 2006, well before the financial crisis hit full force, but the causes were there and building. Peter Bernstein was universally considered to be the authority on risk. He was an economist, portfolio manager, historian and author of many books, most notably “Against The Gods: The Remarkable Story of Risk”. His twice monthly analysis of the economy and the capital markets “Economics and Portfolio Strategy” was read by investors around the world.

Charles Ellis is the founder and former managing partner of the international consulting firm, Greenwich Associates from which he advised the world’s leading financial firms on strategy for decades. He’s found time to write 16 books, including the classic, “Winning The Loser’s Game: Timeless Strategies for Successful Investing”. He’s also taught at Harvard and Yale’s business schools and chaired Yale’s investment committee, which oversees one of the best performing endowments of all time.

ACTION POINT

PUT THE POWER OF DIVIDENDS TO WORK IN YOUR PORTFOLIO

- For dividend paying stocks, you can refer to S&P’s list of Dividend Aristocrats
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Vanguard Dividend Appreciation ETF Stock Chart by YCharts