Archive for July, 2015

DOLL: BIG BUSINESS

July 24, 2015

How expensive are large company U.S. stocks, the cornerstone of just about everyone’s retirement portfolio? Nuveen’s widely followed Chief Equity Strategist and large cap mutual funds manager, Robert Doll says there are high quality, dividend paying businesses worth owning for long-term value and income. Continue Reading »

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

July 24, 2015

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

  • U.S. Stocks have led bull market
  • Take some profits
  • Reallocate to international stock markets
  • True diversification means some “uncomfortable” investments
  • European & emerging market stocks
  • Include foreign small cap stocks

Watch the related WEALTHTRACK episode.

DOLL: SPIRITUAL GIVING

July 24, 2015

Nuveen Asset Management’s high profile Chief Equity Strategist and Senior Portfolio Manager Robert Doll has always been known for his prodigious energy and productivity. Where does he direct it in his personal life when he is not investing?

Watch the related WEALTHTRACK episode.

Cortazzo & Franklin: Successful Retirement

July 17, 2015

This page is here for technical reasons. Please click here for the episode page.

DIVERSIFY YOUR RETIREMENT PORTFOLIO

July 17, 2015

DIVERSIFY YOUR RETIREMENT PORTFOLIO

  • International Developed Country stocks
  • Emerging Market stocks
  • Small, Midcap & Large U.S. stocks

Outperformed U.S.-centric, large cap S&P 500 index

Watch the related WEALTHTRACK episode.

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