Archive for November, 2015

MCMAHON: BUILDING INCOME

November 6, 2015

Finding investment income is not getting any easier.  The Federal Reserve’s most recent decision to keep short term interest rates at record lows means there is no relief yet.  Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund. Continue Reading »

IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES

November 6, 2015

IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES

TWO SOCIAL SECURITY STRATEGIES FOR MARRIED COUPLES ENDING

  • “File and suspend”: one spouse files for benefits but suspends collecting them until full retirement age
  • Filing a restricted claim for spousal benefits: collecting half of spouse’s benefits while waiting to collect full benefits in later years

WINDOW OF OPPORTUNITY

    • 62 or older by year-end
    • Retain right to collect spousal benefits starting at 66 = full retirement age
    • Spouse has to have claimed retirement benefits or requested to file & suspend benefits within 6 month window

Source: Mary Beth Franklin, Author
Maximizing Your Social Security Benefits

Watch the related WEALTHTRACK episode.

MCMAHON: DUAL DISCIPLINES

November 6, 2015

Thornburg Investment Management’s Chief Investment Officer Brian McMahon invests in both stocks and bonds in his Thornburg Investment Income Builder Fund, as he has throughout his career. I asked him about the relationship between stock and bond investing.

Watch the related WEALTHTRACK episode.

McLennan: Crisis Investing

November 1, 2015

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

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