“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT” Do a Quick Stress Test Portolio Analysis What You Own is Cheaper Than it Was Do You Want to Make Slight Adjustments? Add to Long Term Holdings? Sell Questionable Investments? Watch the related WEALTHTRACK episode.
Archives for February 2016
NADEL: MENTAL FITNESS
MENTAL FITNESS The Royce Funds’ David Nadel has to deal with turmoil and volatility in both domestic and international markets as the firm’s Director of International Research and portfolio manager of two funds, the Royce International Premier fund, 2015’s top performing foreign fund and the Royce European Small-Cap fund, its category winner. We asked him […]
Dimella: Muni Advantage
This page is here for technical reasons. Please click here to access the episode page.
DIMELLA: MUNI ADVANTAGE
Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.
CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO
CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO MUNI ADVANTAGE Tax exempt from federal taxes Some are exempt from state and local taxes Pockets of municipal bond opportunity offering secure and attractive yields and returns Can be a minefield financially and politically Watch the related WEALTHTRACK episode.
MUNICIPAL MANAGEMENT STYLE
Award winning municipal bond fund manager Bob DiMella runs several 5-star rated funds including MainStay New York Tax-Free Opportunities Fund and MainStay California Tax-Free Opportunities Fund. His work analyzing state finances gives him an inside view of how well different governors manage. Two states stand out, one positive and one negative. Both have governors with […]