Archive for September, 2014

Darst & Kaplan: Portfolio Changes

September 12, 2014

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. Continue Reading »

DARST: POSITIVE IMPACT

September 12, 2014

David Darst, now Senior Advisor at Morgan Stanley and Independent Financial Consultant has never confined himself to one intellectual or professional pursuit. A true renaissance man, annual attendee of Burning Man, triathlon competitor and prolific author, his recent book Voyager 3: Fifty Four Phases of Feeling, named after two Voyager space probes shares a series of personal experiences through poetry, prose and photography. I asked Darst to describe his next frontier.

Watch the related WEALTHTRACK episode.

Darst & Kaplan: Portfolio Changes

September 12, 2014

KAPLAN: BOND ATTITUDE

September 12, 2014

Jay Kaplan, Portfolio Manager of several funds at small cap pioneer, the Royce Funds has been managing stock portfolios for nearly three decades. He started his career in bonds. He explains why that early training has made a big difference in managing small company stock funds.

Watch the related WEALTHTRACK episode.

Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs

September 12, 2014

Watch the related WEALTHTRACK episode.

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