With the stock market trading near record highs should investors adjust their portfolios? David Darst and Jay Kaplan say yes! Darst is an independent investment consultant and Senior Advisor and member of the Global Investment Committee at Morgan Stanley. He is also the author of 11 books, including two on mastering the art of asset allocation. Kaplan is portfolio manager of several funds run by small cap pioneer, The Royce Funds, which is known for its value orientation and high quality company focus. We’ll get their personal perspectives on market valuations.
Archives for September 2014
Darst & Kaplan: Portfolio Changes
Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs
Watch the related WEALTHTRACK episode.
WIDOWHOOD: THE MOST TRAUMATIC TRANSITION OF ALL
Of all the transitions women go through — marriage, childbirth, divorce — becoming a widow quite likely is the most traumatic. Advising recently-widowed female investors is emotionally draining, our financial advisors say. Having previously looked at the need for women investors to think of themselves as “pre-widows” before their husbands die, WEALTHTRACK WOMEN now looks at what new widows must do, and just as importantly, what they should not do, at least not before the grieving subsides.
EXTEND YOUR HOLDING PERIODS FOR STOCKS AND MUTUAL FUNDS
Extend Your Holding Periods For Stocks And Mutual Funds Watch the related WEALTHTRACK episode.
GARDNER: ENTERTAINING INVESTING
Can investing be a lucrative game? Brothers David and Tom Gardner founded the online investment advisory service, The Motley Fool, in 1993 to help people become better investors while having fun doing it. 20 years later their Stock Advisor growth and value portfolios have beaten the market by a wide margin.
We’ll talk with “Head Fool”, Co-Founder and CEO, Tom Gardner, about their unusual approach and impressive track record.
