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Pam Krueger is a creator, co-host, and executive producer of MoneyTrack , a half-hour TV series about personal finance and investing that had aired on 255 Public Broadcasting Service public television stations nationwide. Krueger grew up in Cape Cod and currently lives in both Osterville, Massachusetts, and Tiburon, California.
Krueger began her career as a stock broker. [1] In 2000, she produced and anchored segments on Bay Area television networks including ABC-TV's Marketplace , TechTV's The Money Machine , and the PBS series Money Moves. Krueger also produced IPO: Investing Pays Off , a children's financial series that earned a CINE award and an Emmy nomination in 2004.[ citation needed ]
In 2005, Krueger launched MoneyTrack . Krueger wrote the foreword Getting on the MoneyTrack in October 2005 with Rob Black. Her first book, The MoneyTrack Method: The Real Person's Guide to Successful Investing, [2] was released in October 2008.
In 2014, Krueger developed Wealthramp.com to match consumers to fiduciary financial advisors.
Krueger is the official spokesperson for the California Jump$tart Coalition, an organization that helps to increase financial literacy among children and teens. [3] She is also a national spokesperson for the Institute for the Fiduciary Standard. [4] In 2016, Krueger contributed the consumer's point of view to The Essential Advisor, a book by Envestnet president Bill Crager.
Krueger won the 2009 and 2010 Gracie Awards [5] for Individual Achievement for Outstanding Producer of an Entertainment Series on Public Television.
The MoneyTrack series was awarded two Telly Awards, [6] a Clarion Award, [7] and two Communicator Awards [8] for Season Two.
A pyramid scheme is a business model which, rather than earning money by sale of legitimate products to an end consumer, mainly earns money by recruiting new members with the promise of payments. As the number of members multiplies, recruiting quickly becomes increasingly difficult until it is impossible, and therefore most of the newer recruits do not make a profit. As such, pyramid schemes are unsustainable. The unsustainable nature of pyramid schemes has led to most countries outlawing them as a form of fraud.
A stockbroker is an individual or company that buys and sells stocks and other investments for a financial market participant in return for a commission, markup, or fee. In most countries they are regulated as a broker or broker-dealer and may need to hold a relevant license and may be a member of a stock exchange. They generally act as a financial advisor and investment manager. In this case they may also be licensed as a financial adviser such as a registered investment adviser.
A fiduciary is a person who holds a legal or ethical relationship of trust with one or more other parties. Typically, a fiduciary prudently takes care of money or other assets for another person. One party, for example, a corporate trust company or the trust department of a bank, acts in a fiduciary capacity to another party, who, for example, has entrusted funds to the fiduciary for safekeeping or investment. Likewise, financial advisers, financial planners, and asset managers, including managers of pension plans, endowments, and other tax-exempt assets, are considered fiduciaries under applicable statutes and laws. In a fiduciary relationship, one person, in a position of vulnerability, justifiably vests confidence, good faith, reliance, and trust in another whose aid, advice, or protection is sought in some matter. In such a relation, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the one who trusts.
A fiduciary is someone who has undertaken to act for and on behalf of another in a particular matter in circumstances which give rise to a relationship of trust and confidence.
John Clifton "Jack" Bogle was an American investor, business magnate and philanthropist. He was the founder and chief executive of The Vanguard Group and is credited with popularizing the index fund. An avid investor and money manager himself, he preached investment over speculation, long-term patience over short-term action and reducing broker fees as much as possible. An ideal investment vehicle for Bogle was a low-cost index fund representing the entire US market, held over a lifetime with dividends reinvested.
The Consumer Federation of America (CFA) is a non-profit organization founded in 1968 to advance consumer interests through research, education and advocacy.
Susan Lynn "Suze" Orman is an American financial advisor, author, and podcast host. In 1987, she founded the Suze Orman Financial Group. Her work as a financial advisor gained notability with The Suze Orman Show, which ran on CNBC from 2002 to 2015.
National Association of Personal Financial Advisors (NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes in industry practices.
The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), the owner of the CFP mark outside of the United States. The certification is generally considered the gold standard in the financial planning industry. The certification is managed by the Certified Financial Planner Board of Standards, Inc., which was founded in 1985 as a 501(c)(3) non-profit organization; it is neither a government designation nor an accredited degree.
A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.
A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely associated with the term investment adviser. An investment adviser is defined by the Securities and Exchange Commission as an individual or a firm that is in the business of giving advice about securities. However, an RIA is the actual firm, while the employees of the firm are called Investment Adviser Representatives (IARs).
Louis G. Navellier is Chairman and Founder of Navellier & Associates in Reno, Nevada, which manages approximately $1.0 billion in assets. Navellier also writes five investment newsletters focused on growth investing: Growth Investor, Breakthrough Stocks, Accelerated Profits, Power Options and Platinum Growth Club, and can frequently be seen giving his market outlook and analysis on Bloomberg, Fox News, and CNBC.
MoneyTrack is a concept and television-show about personal finance and investing, first introduced by Pam Krueger.
An Investment policy statement (IPS) is a document, generally between an investor and the assisting investment manager, recording the agreements the two parties come to related to issues relating to how the investor's money is to be managed. In other cases, an IPS may also be created by an investment committee to help establish and record its own policies in order to assist in future decision-making or to help maintain consistency of its policies by future committee members or to clarify expectations for prospective money managers who may be hired by the committee.
Frank Armstrong III is an author, a Certified Financial Planner, Chartered Life Underwriter, Accredited Investment Fiduciary Analyst (AIFA) founder and CEO of Investor Solutions, Inc., a National Association of Personal Financial Advisors (NAPFA) registered investment advisor and one of Paladin Registry's Five-Star rated advisors
Raymond Joseph Lucia, Sr. is an American former Certified Financial Planner, former Registered Investment Advisor, author, radio personality and television host. He is host of The Ray Lucia Show, a nationally syndicated radio and television financial talk show on the Business Talk Radio Network and the Biz Television network.
HelloWallet is an online and mobile application for employees founded by former Brookings Institution scholar Matt Fellowes and based in Washington, DC. It provides personalized financial guidance to members and relies on behavioral economics to incentivize workers to implement its advice.
Alaska: The Last Frontier is an American reality cable television series which premiered on December 29, 2011, on the Discovery Channel. The show documents the extended Kilcher family, descendants of Swiss immigrants and Alaskan pioneers, Yule and Ruth Kilcher, at their homestead 11 miles outside of Homer. By living without modern heating, the clan chooses to subsist by farming, hunting and preparing for the long winters. The Kilcher family are relatives of the singer Jewel, who has appeared on the show.
Elisabeth Ann Leamy is an American journalist, author and speaker. Currently, she writes a column for The Washington Post. Leamy also hosts a podcast called "Easy Money", produced by District Productive in Washington, D.C.
Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning.
Adam Zhu is an American international investment banker and award-winning media producer known for creating and producing China-related documentaries and public affairs television. He is the chairman of Beijing Vive Sports & Entertainment Limited; Beijing Letz Wine & Spirits Limited; and Vice Chairman of the Board of Supervision of China Technology Innovation Corporation. He is Chairman of Letz Capital, LLC, and an investor in the Sunshine Company, a creative entertainment agency, Augustinus Bader, a luxury German skincare brand, Mijenta Tequila, an acclaimed premium tequila in the U.S, and an award-winning Italian Prosecco brand, Fiol. He is also a shareholder and board member of FansMall Group, China's trading cards, collectibles, and sports memorabilia company. He previously served as the Chairman of Visual China Group and board member of the China Football Association Professional League Council.
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