Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage “Financial Valium” Watch the related WEALTHTRACK Episode.
Archives for May 2014
Chuck Akre: Compounding Machine
PUT THE POWER OF COMPOUNDING TO WORK FOR YOU
CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
CHUCK AKRE: COMPOUNDING MACHINE
Great Investor Chuck Akre explains how he finds “compounding machines” – companies that produce high rates of returns for shareholders. Chuck says these companies are few and far between, but once he finds them, he holds on to them. The Akre Focus Fund is rated 5-star by Morningstar and has delivered nearly 19% annualized returns since its inception.
FINANCIALLY SURVIVING A DIVORCE
There may be no greater threat to a woman’s financial security than getting divorced. You need to strategize ahead of time, then be ready to fight for yourself and your children.
CHRIS DAVIS: IT’S ALL IN THE FAMILY
Third generation great investor, Chris Davis, shares the investment lessons passed on from his grandfather and father at The Davis Funds including the key concepts of owning businesses not stocks and focusing on long-term value not short-term expansion.


