Last year, veteran international economist and investment strategist Nicholas Sargen stepped back from his full time, 11 year stint as Chief Investment Officer at Fort Washington Investment Advisors to become the firm’s Chief Economist and Senior Investment Advisor. Prior to that Sargen had worked in top investment positions at major firms including JPMorgan Chase and […]
Archives for February 2015
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS
KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS Record low interest rates Bond portfolios are expensive Yields are extraordinarily low Watch the related WEALTHTRACK episode.
SARGEN: FINANCIAL GAME CHANGERS
What are the biggest financial game changers of this decade? The unprecedented cycle of global central bank easing and low interest rates? The dramatic decline in oil prices? Fort Washington Advisors’ Nick Sargen discusses the economic and market moving shifts in energy, inflation and central bank policy – and what they mean for investors
Eveillard: Legendary Value Investor
This page is here for technical reasons. Please click here for the episode page.
EVEILLARD: RETIREMENT PERSPECTIVE
Although still Senior Advisor at the First Eagle funds, legendary value investor, Jean-Marie Eveillard gave up active portfolio management at the firm back in 2009. Has his perspective about investing changed at all in retirement? Watch the related WEALTHTRACK episode.
INVEST WITH SOME TRUE VALUE INVESTORS
10 VALUE FUNDS 1999- 2003 Average Annual Return Group Average +10.8% S&P 500 – .57% COMMON VALUES Owned limited number of carefully researched companies Long-term orientation with low portfolio turnover Substantial investments in their funds Watch the related WEALTHTRACK episode.