Archive for February, 2016

NADEL: INTERNATIONAL SMALL CAP VALUE

February 19, 2016

David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.
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“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT”

February 19, 2016

“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT”

  • Do a Quick Stress Test Portolio Analysis
  • What You Own is Cheaper Than it Was
  • Do You Want to Make Slight Adjustments?
  • Add to Long Term Holdings?
  • Sell Questionable Investments?
  • Watch the related WEALTHTRACK episode.

NADEL: MENTAL FITNESS

February 19, 2016

MENTAL FITNESS

The Royce Funds’ David Nadel has to deal with turmoil and volatility in both domestic and international markets as the firm’s Director of International Research and  portfolio manager of two funds, the Royce International Premier fund, 2015’s top performing foreign fund and the Royce European Small-Cap fund, its category winner.  We asked him how he stays mentally fit.

Watch the related WEALTHTRACK episode.

Dimella: Muni Advantage

February 12, 2016

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

DIMELLA: MUNI ADVANTAGE

February 12, 2016

Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.
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