Archive for June, 2014

DON’T BE AFRAID TO BE A PATIENT INVESTOR

June 13, 2014
Watch the related WEALTHTRACK Episode.

Hasenstab: Investing Where Others Flee

June 13, 2014

HASENSTAB: INVESTING WHERE OTHERS FLEE

June 13, 2014

Several years ago when other investors were buying U.S. Treasuries for their safety and liquidity, Templeton Global Bond Fund’s award-winning manager, Michael Hasenstab was an early seller, a bearish position he maintains to this day. Famous for looking for bargains where others flee, Hasenstab is looking for opportunities in the Ukraine, Korea, and Malaysia with the thinking, “we have the whole world to choose from.” Continue Reading »

BENZ: “THE BUCKET APPROACH” TO RETIREMENT

June 6, 2014

Christine Benz, Morningstar’s Director of Personal Finance is a huge fan of the “Bucket Approach” to retirement, a concept created by financial planning guru and another WEALTHTRACK guest, Harold Evensky. In order  to protect a retirement portfolio from the shock of significant market fluctuations, they recommend separating your money into three investment buckets.  Bucket one is completely liquid and safe to cover near term expenses. Bucket two is intermediate term, high quality bond and balanced funds for peace of mind.  Bucket three is for long-term appreciation. We asked Benz to give us specific recommendations for each bucket. Here are some of her core recommendations. Continue Reading »

Benz: Managing The Buckets

June 6, 2014

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