Donate appreciated stocks or mutual funds to favorite charity Must have held for at least one year Make bequests during your lifetime Give up to $14,000 per person to as many people as you like without filing a gift-tax return Max out 401(k) plan Watch the related WEALTHTRACK episode.
Archives for December 2014
McLennan: Patient Investing
This page is here for technical reasons. Please click here to go to the “Mclennan: Patient Investing” episode page.
BE A PATIENT INVESTOR
BE A PATIENT INVESTOR Time is on your side Don’t be afraid to wait for better opportunities and prices Watch the related WEALTHTRACK episode.
MCLENNAN: REDISCOVERED FINANCIAL GIANTS
Next generation “Great Investor” Matthew McLennan, Head of First Eagle investment Management’s Value Team and co-portfolio manager of the First Eagle Global Fund is an avid student of history and financial history. I asked him what has been reading recently that was of particular interest. His recommendations take us back to two of the financial […]
MCLENNAN: PATIENT INVESTING
A next generation “Great Investor,” First Eagle Global Fund’s Matthew McLennan. First Eagle is known for its value-oriented, margin of safety approach and making preservation of capital its first investment goal. McLennan assumed the role of Portfolio Manager of the First Eagle Global Fund in late 2008 from investment legend, Jean-Marie Eveillard. The now $50 billion plus fund is rated four-star by Morningstar. Over the last five years, with McLennan on board, it is ranked in the top ten percent of its world allocation category. McLennan explains why he is currently finding markets around the world expensive, and why “patience” is his best investment idea.
Clements – Money Guide
This page is here for technical reasons. Please click here to get to the “Clements: Money Guide” episode page.
