Managing Uncertainty With Resilient, Dominant Companies Plus Gold
Matt McLennan’s strategy of owning resilient, dominant & undervalued companies, plus gold, has delivered superior risk-adjusted returns since he took over the First Eagle Global Fund in 2008. He describes market risks and how he is managing them.
Star Investor Joel Greenblatt Beats the Market Without Going Out on a Limb
Why do investors underperform the very funds they invest in? Great Investor, Joel Greenblatt solved the problem. His Gotham Index Plus Fund has beaten the market since its 2015 inception without spooking investors.
In His Own Words: How Gerry O’Reilly Managed the World’s Largest Mutual Fund
Great Investor Gerry O’Reilly ran Vanguard’s Total Stock Market Index Fund for 32 years until his untimely death in June. In an earlier interview he explained what it takes to ensure the 4.000 stock portfolio matches its index every single day.
Morningstar’s Christine Benz on Achieving Financial Security in Retirement
Morningstar’s retirement maven Christine Benz discusses the financial actions retirees can take to achieve financial security outlined in her recent book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.
Steps to create a rich and meaningful retirement from Christine Benz
Having a fulfilling retirement involves much more than building financial security. Morningstar’s retirement guru Christine Benz gathered expert advice on the intangibles that make retirement meaningful and happy.
Successful Investing Means Protecting Yourself from Self-Defeating Behavior
Benjamin Graham learned through experience and observation that investors are their own worst enemy. Jason Zweig, editor of the 75th-anniversary edition of “The Intelligent Investor” explains how Graham’s advice is even more important today.