Archive for August, 2014

Kathleen Gaffney – Bond Risks

August 30, 2014

GAFFNEY – STARTING EARLY

August 29, 2014

Great Investor Kathleen Gaffney launched the Eaton Vance Bond Fund in 2013. This year she is involved in launching another more personal venture which she explains.

Watch the related WEALTHTRACK episode.

RAISE SOME CASH AND HOLD IT

August 29, 2014

Watch the related WEALTHTRACK episode.

KATHLEEN GAFFNEY – BOND RISKS

August 29, 2014

Great bond investor Kathleen Gaffney says it’s been the quietest summer bond market in her 20 plus years of managing fixed income funds. Is this the proverbial calm before the storm? Have years of low interest rates lulled investors into another false sense of security? Gaffney, Portfolio Manager of the Eaton Vance Bond Fund, is concerned about risks in the bond world and has adjusted her portfolios accordingly. She’ll explain why she thinks bonds are fraught with risk and why stocks and cash are now a big part of her portfolios.
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THE END OF AN INVESTMENT ERA?

August 22, 2014
As it’s the summer vacation season, we are re-airing a program that was of particular interest to our viewers.  It’s a WEALTHTRACK exclusive with two outstanding value investors – Wally Weitz of the Weitz Funds, and Tom Russo of Gardner Russo & Gardner, together on television for the first time.  

Financial Thought Leader and long-time exclusive WEALTHTRACK guest, Charles Ellis is a legend in the investment consulting business. The founder of Greenwich Associates has been advising public and private institutional investors for over 50 years on their money management firm choices. A few years ago he had what he described as an “aha” moment, the realization that passive investing had become superior to traditional active money management for a host of reasons. He lays out his rationale in “The Rise and Fall of Performance Investing,” recently published in the Financial Analysts Journal. He is sharing it with WEALTHTRACK. Continue Reading »

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