Archive for May, 2016

Fisher: Multi-Factor Investing

May 20, 2016

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TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

May 20, 2016

TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

Biggest Financial Wealth Robbers:

  • Losses
  • Inflation
  • Taxes
  • Expenses

Wealth Builders:

  • Own Stocks – the one asset class that has historically beaten inflation
    • Own companies with track records of dividend increases
  • Review fees: Are you getting your money’s worth from financial advisors and money managers?
  • Pay attention to tax consequences
    • Maximize contributions to tax-deferred accounts
    • Put highest taxed investments in tax deferred accounts
    • Consider municipal bonds
    • Avoid high-turnover funds

Watch the related WEALTHTRACK episode.

FISHER: LEADERSHIP LESSONS

May 20, 2016

LEADERSHIP LESSONS

Gerstein Fisher’s Gregg Fisher has spent most of his professional career as a portfolio manager, but as founder and head of a successful and growing independent investment advisory firm he has also had to acquire management skills.  He joined the Young Presidents’ Organization,  a global network of chief executives and business leaders who achieved those positions before the age of 45 and connected with top management experts.

Watch the related WEALTHTRACK episode.

FISHER: MULTI-FACTOR INVESTING

May 20, 2016

Why 5-star fund manager, Gregg Fisher uses a multi-factor approach in his portfolios to outperform the market.
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PREMIUM: FISHER

May 18, 2016

MULTI-FACTOR INVESTING

Why 5-star fund manager, Gregg Fisher uses a multi-factor approach in his portfolios to outperform the market.

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