Archive for February, 2016

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

February 12, 2016

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

MUNI ADVANTAGE

  • Tax exempt from federal taxes
  • Some are exempt from state and local taxes
  • Pockets of municipal bond opportunity offering secure and attractive yields and returns
  • Can be a minefield financially and politically

Watch the related WEALTHTRACK episode.

MUNICIPAL MANAGEMENT STYLE

February 12, 2016

Award winning municipal bond fund manager Bob DiMella runs several 5-star rated funds including MainStay New York Tax-Free Opportunities Fund and MainStay California Tax-Free Opportunities Fund. His work analyzing state finances gives him an inside view of how well different governors manage. Two states stand out, one positive and one negative. Both have governors with national political aspirations.

Watch the related WEALTHTRACK episode.

Kleinschmidt: Exclusive Strategy

February 5, 2016

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

THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO

February 5, 2016

THINK LIKE A CONTRARIAN FOR A PORTION OF YOUR PORTFOLIO

  • Look at most beaten-up markets, industries and stocks
  • Find highest quality companies or funds in them
  • Battered areas to consider nibbling in:
    • Commodities: metals and mining
    • Emerging markets such as China
    • High-yield bonds: especially energy firms

Watch the related WEALTHTRACK episode.

Kleinschmidt: Exclusive Strategy

February 5, 2016

ELECTION BONUS?

In this week’s exclusive interview with Tocqueville Fund’s veteran value investor, Robert Kleinschmidt he once again takes a contrarian view, this time on the investment impact of the presidential election.

Watch the related WEALTHTRACK episode.

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