Get more advice Beyond the radio

Macro Portfolio Wealth Management Jim Lacamp, Pat Reddell, Kristi Traylor, Sherie Wyatt, Matthew England, Di Nguyen Cournan

From left to right:
Jim Lacamp, Pat Reddell

Macro Portfolio Wealth Management


phone

817-347-3531
800-841-5388



phone

855-587-9399





address

UBS Financial Services Inc.
301 Commerce Street
Suite 2800
Fort Worth, TX 76102



Tune in to our live radio show weekdays from 7:00 – 9:00 a.m. on 620 AM Dallas/Fort Worth or listen live


Upcoming radio show guests

    • Jeff Cox – 1/16/18 7:30 AM CST

Jeff Cox is the finance editor for CNBC.com where he manages coverage of the financial markets and Wall Street. His stories are routinely among the most-read items on the site each day as he interviews some of the smartest and most well-respected analysts and advisors in the financial world. He also is a frequent guest on CNBC.

Over the course of a journalism career that began in 1987, Cox has covered everything from the collapse of the financial system to presidential politics to local government battles in his native Pennsylvania.

He helped chronicle the collapse of Bear Stearns and then Lehman Brothers, writing insightful and important stories about the demise of some of Wall Street's leading names and how investors could navigate their way through the crisis. His articles also have appeared on the Web for USA Today, the Christian Science Monitor, Yahoo Finance and other CNBC partners.

Cox co-authored with Peter Tanous the 2011 book "Debt, Deficits and the Demise of the American Economy."

He has received multiple awards over the course of his career, including from the Society of American Business Editors and Writers as well as newspaper associations in New Jersey and Pennsylvania. The Pennsylvania Newspaper Association cited him twice for commentary, including a series of columns he wrote after the Sept. 11, 2001, terrorist attacks.

He also served as lead editor for award-winning projects on gangs, child molestation and the cost of education, a project on which he spoke at Columbia University. The cost of education series was honored by the New Jersey Press Association for public service journalism.

    • Mark Minervini – 1/17/18 8:00 AM CST

Mark Minervini is one of America's most successful stock traders; a veteran of Wall Street for nearly 30 years. To demonstrate the capabilities of his SEPA® methodology, in 1997, Minervini put up $250,000 of his own money and entered the U.S. Investing Championship. Trading against stock, futures and options traders, he traded a long only stock portfolio to win the real-money investment derby with a 155% annual return, a performance that was nearly double the next nearest competing money manager.

Minervini is featured in Jack Schwager's Stock Market Wizards; Conversations with America's Top Stock Traders. Schwager wrote: "Minervini's performance has been nothing short of astounding. Most traders and money managers would be delighted to have Minervini's worst year – a 128 percent gain – as their best."

Using his SEPA® trading strategy, in a five-and-a-half-year period Minervini generated a 220 percent average annual return with only one losing quarter. To put that in perspective, a $100,000 account would explode to over $30 million with those returns.

Minervini educates traders about his SEPA® trading methodology through a service he launched is 2006 called Minervini Private Access, a streaming communication platform that allows users the unique experience of trading side-by-side with Minervini in real-time. He also conducts an annual Master Trader Program seminar providing education about his trading methodology in a powerful 2-day weekend event. In his spare time, Minervini enjoys playing the drums, boxing, poker and cooking.

Mark Minervini traded his first stock in 1983 when he invested in a few hundred shares of Allis Chalmer, a seller of tractors and forklifts. Soon after, he became familiar with the work of Richard Love, author of the book Superpeformance Stocks. Love's book had a profound influence on Minervini's professional and philosophical views on investing and the formulation of his own investment strategy.

It was Minervini's initial intention to simply support himself from his trading profits, but his well-timed investment decisions increased his wealth dramatically each year, as well as the popularity of his opinion. After a decade of studying and trading the U.S. stock market, Minervini founded Quantech Research Group, Inc., an institutional research firm, in 1993.

By his early thirties, Minervini was at the helm as President of a leading institutional research firm in New York City, advising hedge funds and institutional investors in the U.S. and around the world. During this period, he also kept a demanding schedule of regular television appearances on CNBC, CNN, Bloomberg Television and Fox News.

Minervini made available for a fee, to institutional investors, his in-house research based on his methodology Specific Entry Point Analysis® - SEPA®. Clients paid as much as $10,000 per month for Minervini's highly guarded stock recommendations; his clients included the heavy hitters of Wall Street's hedge funds.


Macro Portfolio Wealth Management podcast and video library


Pat and Jim want to know what’s on your mind

From retirement and estate planning to Social Security planning and portfolio management, Pat Reddell and Jim Lacamp address the issues that are top of mind with investors today. Most important, they’re available to help you find answers to your personal financial questions. Just ask.

 

 

 



Insights

 
 

 

 

 

 
 

 

 

 

Building an investment plan

Building an investment plan

Art Cashin on the markets

Art Cashin on the markets