RECENT PROGRAMS

TAX ALPHA: TAX ADVANTAGED INVESTING CAN ADD 1-3% TO PORTFOLIO RETURNS ANNUALLY, BETTER THAN MOST ACTIVE MANAGERS CAN DELIVER. LANGSTRAAT & WELCH EXPLAIN HOW ITS DONE

February 17, 2017

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.
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PRICED TO PERFECTION: AFTER A 30% PLUS GAIN, VALUE INVESTOR CHARLIE DREIFUS CAUTIONS THE MARKETS ARE EXPENSIVE AND ITS TIME TO “DE-RISK”  PORTFOLIOS

February 10, 2017

Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus.
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THE GREAT ROTATION: MICHAEL HARTNETT IS TRACKING THE MARKET’S ROTATION FROM DAVOS MAN TO JOE SIX-PACK INVESTMENTS

February 3, 2017

The “Great Rotation.” In an exclusive interview Bank of America Merrill Lynch’s Chief Investment Strategist, Michael Hartnett describes the mega changes occurring in the global economy and what they mean for investors.
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END OF AN EXTRAORDINARY ERA: JAMES GRANT DECLARES THE END OF THE LOWEST INTEREST RATES IN FIVE MILLENNIA AND WARNS OF THE PERILS AHEAD

January 27, 2017

A different investment world. Financial Thought Leader, James Grant, Editor of Grant’s Interest Rate Observer declares the 35 year bull market over and sees few opportunities to replace it.
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HIGH RISK MARKET: INTERNATIONAL VALUE ADVISERS’ CHARLES DE VAULX SAYS THE MARKETS ARE EXPENSIVE AND OPPORTUNITIES FEW

January 20, 2017

Veteran value fund manager, IVA Advisers’ Charles de Vaulx explains why he has nearly 40% of his portfolios in cash.
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