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INVESTING WHERE YOU DON’T WANT TO BE, WITH TOCQUEVILLE FUND’S CONTRARIAN MANAGER ROBERT KLEINSCHMIDT

June 30, 2017

In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
WATCH NOW…

THINK LIKE A VALUE INVESTOR

June 30, 2017

THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.

KLEINSCHMIDT: SUMMER ENERGY

June 30, 2017

SUMMER ENERGY Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch. Watch the related WEALTHTRACK episode.

PREMIUM: KLEINSCHMIDT

June 28, 2017

CONTRARIAN EXCLUSIVE In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.

Charitable Giving Hit An All-Time High.  How Do You Maximize Your Philanthropy And Tax Deductions?

June 23, 2017

This page is here for technical reasons. Please click here for the episode page.

NORLEY & DI RE: CHARITABLE DIFFERENCE

June 23, 2017

NORLEY: CHARITABLE DIFFERENCE Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition. DI RE: PERSONAL ADVICE EY’s Elda Di Re advises ultra- high net worth individuals, such as […]

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

June 23, 2017

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and art Watch […]

CHARITABLE GIVING HIT AN ALL-TIME HIGH.  HOW DO YOU MAXIMIZE YOUR PHILANTHROPY AND TAX DEDUCTIONS?

June 23, 2017

2017 is the 100th anniversary of the charitable deduction, but since the founding of the republic, Americans have been known for their generosity, a trait that continues to this day. Charitable giving reached a record $390 billion in 2016. What’s behind the surge? In the premiere episode of its 14th season, WEALTHTRACK focuses on strategies to maximizing charitable giving and what’s driving the record-breaking amounts.

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