February 5, 2010    

On this week’s Consuelo Mack WealthTrack: how the great divide between savers and debtors in this country and across the world are affecting the stock, bond and art markets. Consuelo’s guests are noted independent strategist Richard Bernstein, bond manager and mortgage specialist Michael Farrell of Annaly Capital Management and Christie’s International Commercial Director, Caroline Sayan.

Richard Bernstein

CEO
Richard Bernstein Capital Management, LLC


“The One Investment...”
Small Is Beautiful
- Buy a small cap value stock fund

Michael Farrell

Chairman, CEO, and President
     Annaly Capital Management



“The One Investment...”

Income Provider
- Cohen & Steers REIT & Utility Income (RTU)
  Price: $9.85 on 2/5
  52-week range: $3.09 - $10.89

Caroline Sayan

Managing Director, Senior Vice President
Christie's


“The One Investment...”

Universal Appeal
- Buy a piece of jewelry - Highest quality you can afford


Include some small company stocks in your investment mix


Small Caps beat Large Caps by more than 4.5% annualized over past 10 years

Morningstar Recommends:
- Royce Special Equity Fund (RYSEX)
- Vanguard Tax-Managed Small Cap Index Fund (VTMSX)
- iShares Russell 2000 Index ETF (IWM)
This WealthTrack episode is available for $17.95. You can purchase it safely and securely with your credit card. The transaction on your card will be listed as "Create Space" our fulfillment facility. Allow 4 weeks delivery.

To purchase DVD, Click here.
Available for order beginning 02/19/2010
This transcript will be available soon.
New York Life
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