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RECENT EPISODES

  • Royce: Small Company Value

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  • BE AWARE OF THE MARKET RISK IN INDEX FUNDS

    BE AWARE OF THE MARKET RISK IN INDEX FUNDS

    BASIC INDEX FUNDS’ ADVANTAGES

    • Broad, unfiltered & unhedged exposure to market
    • Low fees and tax consequences

    BASIC INDEX FUNDS’ DISADVANTAGES:

    • Exposure to all companies in index: good & bad, expensive and cheap, profitable & unprofitable

    Watch the related WEALTHTRACK episode.

  • ROYCE: MANAGING MONEY FOCUS

    MANAGING MONEY FOCUS

    Half a century ago Chuck Royce identified small company stocks as a distinct asset class full of attractive investment opportunities.  Starting with his flagship Royce Pennsylvania Mutual fund in 1972 he built a pioneering, small-cap oriented investment management firm, Royce & Associates which now has 18 micro, small and mid-cap focused mutual funds, several of them run by Royce himself.  The firm recently announced its founder would retire from the day to day management duties as CEO and focus solely on managing money.

    Watch the related WEALTHTRACK episode.

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