Archive for April, 2014
CHUCK ROYCE: TRADING AND RESTORING
Chuck Royce: Trading And Restoring
With more than fifty years of investing and trading under his belt Chuck Royce has a different take on the allegation that high-frequency trading means the market is rigged. Plus this renaissance man explains his personal passion for restoring historic buildings, including Ocean House in Watch Hill, Rhode Island the site of a recent WEALTHTRACK taping.
CHARLES ROYCE: CHANGING MARKETS
In a WEALTHTRACK exclusive, Great Investor, Charles “Chuck” Royce, warns us not to read too much into recent super-sized stock returns, particularly off the 2009 market lows. He predicts quality companies will once again lead over speculative ones and active managers to overtake passive index strategies. This small cap pioneer, for one, has been doing that for decades. Continue Reading »
CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET
Buy Some Unloved Sectors Of The Market
UNLOVED vs. LOVED RETURNS
- Annualized returns past 20 years over 3-year holding periods
- Unloved Funds 10.4%
- Loved Funds 6.4%
Source: Morningstar
“Unloved” Categories 2013:
- Large-growth funds
- Commodity funds
- Precious metals funds
Kinnel’s “Unloved” Picks
HOW A WOMAN INVESTOR DIFFERS FROM A MAN
That old line about how women are from Venus and men are from Mars seems especially true when it comes to a woman’s approach to investing. For women, money is part of life’s complex mosaic. They want advisors who are good listeners, even confidants.
Many Women Fear Becoming “Bag Lady.”
Many Want Oprah to Advise Them
Even women worth many millions of dollars fear ending up on a street corner with a tin cup, says Dorie Fain of AndWealth in New York. While baring one’s soul isn’t what you expect to happen when a financial advisor meets with a male client, many women want to do just that with an advisor who reminds them of Oprah Winfrey, says Jennifer Hatch of Christopher Street Financial in New York.
More On Women’s Risk Aversion: Women vs. Men: Risk Aversion
More On Women Wanting Oprah Type: What Women Want in a Financial Advisor
Wives Need to Be More Assertive
When a traditional married couple sees their financial advisor together, the wife often ends up feeling that her financial questions are “dumb,” says Debbie Taylor of Taylor Financial Group in Franklin Lakes, NJ. Debbie goes through the specific steps she takes to financially empower wives.
More On Women Asserting Themselves: Women & Money: “You Need to Take Control Now”
What Women Should Expect from a Financial Advisor
When Debbie Taylor invites clients to lunch, the invitation may read “For Women Only.” The guests are likely to include wives who need to be able to ask questions they might not in front of their husbands. It’s all part of Debbie’s financial empowering process for women, a process she emphatically says every woman needs.
More On Women Asserting Themselves: Women & Money: “You Need to Take Control Now”
Naturally More Risk Averse, Women are Better Investors than Men
Being a risk averse investor isn’t necessarily a bad thing, says Eve Kaplan of Kaplan Financial Advisors in Berkeley Heights, NJ. Indeed, because they are more patient and take a longer view, women actually are better investors than men, according to Maura Griffin of Blue Spark Capital Advisors in New York.
More On Women’s Risk Aversion: Women vs. Men: Risk Aversion
MORE ABOUT OUR GUESTS

JENNIFER HATCH
Ms. Hatch has more than 20 years of Wall Street experience, including stints at JP Morgan and Bear Stearns, where she specialized in high yield bonds and international equities. She is a Certified Financial Planner dedicated to solving the financial dilemmas of same-sex couples.
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EVE KAPLAN
Before starting her own firm, Ms. Kaplan spent many years in international finance in New York, Tokyo, Singapore, and Rotterdam. In Rotterdam, she managed nearly $1 billion in invested equities.
Columns on The Alternative Press
Contributions to Forbes
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DEBRA TAYLOR
Formerly a practicing attorney, Ms. Taylor heads a full-service wealth management firm that provides a multidisciplinary approach to the needs of her clients, which include high net worth individuals and families.
Columns on The Alternative Press
Contributions to Forbes
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