Archive for December, 2014

NADEL: RUSSIAN EXPOSURE

December 19, 2014

Russia is probably the last market in the world investors want to consider right now, but for contrarian investors looking for value it’s like a siren’s call. David Nadel, Director of International Research at small cap fund pioneer Royce & Associates and Portfolio Manager of the Royce International Smaller-Companies Fund is tempted.   

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS

December 19, 2014
  • 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.

McLennan: Patient Investing

December 12, 2014

This page is here for technical reasons. Please click here to go to the “Mclennan: Patient Investing” episode page.

BE A PATIENT INVESTOR

December 12, 2014

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

December 12, 2014

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 and economic giants of the 18th century, Irish born, entrepreneur and economist Richard Cantillon and Scottish-born economic theorist and policy-maker John Law.

Watch the related WEALTHTRACK episode.

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