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Keep These Things in Mind During Tax Season
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Meg Bartelt: More Money Does Not Make You Happier
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Jeff Ptak: Hi, and welcome to
The Long View. I m Jeff Ptak, chief ratings officer at Morningstar Research Services.
Christine Benz: And I m Christine Benz, director of personal finance for Morningstar.
Ptak: Our guest this week is Hamish Douglass. Hamish is the co-founder, chairman, and chief investment officer of Magellan Financial Group, a roughly $80 billion asset management firm headquartered in Sydney, Australia. Among his duties, Hamish is lead manager of the Magellan Global Equity strategy, which is a concentrated portfolio of high-quality growth stocks. That strategy has been very successful since its July 2007 inception, handily beating its benchmark, the MSCI World Index, with significantly less risk. Before forming Magellan in 2006, Hamish was co-head of Global Banking for Deutsche Bank in Australia and New Zealand. Hamish received his undergraduate degree from the University of New South Wales.
“Farewell, Mutual Funds,” by John Rekenthaler, Morningstar.com, Jan. 21, 2021.
Transcript
Jeff Ptak: Hi, and welcome to The Long View. I m Jeff Ptak, chief ratings officer for Morningstar Research Services.
Christine Benz: And I m Christine Benz, director of personal finance for Morningstar.
Ptak: Our guest today is Russ Kinnel. Russ is director of manager research for Morningstar Research Services and the longtime editor of the
Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the analyst ratings that Morningstar s manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, including the annual “Mind the Gap” study of investor returns and is frequently quoted in the financial media. Russ is a graduate of the University of Wisconsin in Madison, from which he received his bac
Jeff Ptak: And I m Jeff Ptak, chief ratings officer for Morningstar Research Services.
Benz: Our guest on the podcast today is
The
New York Times financial columnist and author Ron Lieber. His latest book is called
The Price You Pay for College: An Entirely New Road Map for the Biggest Financial Decision Your Family Will Ever Make. He is also the author of
The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money and coauthor of
Taking Time Off: Inspiring Stories of Students Who Enjoyed Successful Breaks From College and How You Can Plan Your Own. Ron has been the Your Money columnist for
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