Archive for December, 2015

SUSTAINABLE INVESTING

December 25, 2015

During this holiday weekend, on broadcast TV, we take a look back at transforming the world themes. You can watch this episode here. New this week: It’s a new world of investing for sustainable investing. Younger generations around the world want to both make money and make a difference in the world. The issue is addressed in Morningstar magazine’s “Spotlight.” Continue Reading »

SMEAD: HIGH PERFORMANCE FORMULA

December 18, 2015

Smead Value Investor fund’s William Smead explains why his concentrated, high quality, low turnover approach has delivered top investment performance. Continue Reading »

HELP FUND A YOUNG PERSON’S ROTH IRA

December 18, 2015

HELP FUND A YOUNG PERSON’S ROTH IRA

CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR
CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED
$5500 IN 2015
$5500 IN 2016

Watch the related WEALTHTRACK episode.

SMEAD: INVESTMENT ROLE MODEL

December 18, 2015

Top performing large cap fund manager, William Smead owns a concentrated portfolio of high quality stocks which he hardly ever trades in his five star rated Smead Value Investor Fund.
One of his top five holdings is Berkshire Hathaway Class B stock and not surprisingly he says Warren Buffett is his role model.