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Great investments and retirement planning begins with an understanding of what YOU want and need. Here are the tools to help you gain financial security, discover smart investments, and learn investing basics.

Get started by listening to The Goldstein on Gelt Show’s most recent episode.

Jun 29, 2023

Is the corporate world an ‘insiders only’ club, or do ordinary shareholders have a real say in the company? Learn how shareholder activism may be changing the face of corporate America. Jeff Gramm, a portfolio manager at Bandera Partners, adjunct professor at Columbia Business School, and author, discusses what shareholder activism means for companies in the long run. Jeff gives examples of how shareholders can make significant changes to a company’s board of directors. How shareholders can have a voice in corporate decisions?

Are you working with the right financial advisor?

Doug put together a sheet for investors called What All Investors Need to Know About Their Investment Accounts. One of Doug’s recommendations is having an open channel of communication with your financial advisor. To better understand what a financial advisor does for you and your portfolio, watch this video. Free download: What All Investors Need to Know About Their Investment Accounts Learn more Jeff Gramm on his website or read his book Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism. Also, follow him on Twitter. If you’re not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug’s free ebook The Retirement Planning Book.