Archive for June, 2016

PREMIUM: BRYANT QUINN

June 30, 2016

MAKING YOUR MONEY LAST

Personal finance guru Jane Bryant Quinn discusses the topic of her new book, How to Make Your Money Last: The Indispensable Retirement Guide, with a particular emphasis on helping women, who live longer with less financial security than men.

WEALTHTRACK Episode #1302; Originally Broadcast on July 01, 2016

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JANE BRYANT QUINN

  • Author,
  • How to Make Your Money Last

Consuelo MackNewsletter available soon.
Mathews Asia

READ JANE BRYANT QUINN’S LATEST BOOK

How to Make Your Money Last: The Indispensable Retirement Guide


SIMPLE INVESTING

Every portfolio should include a total market stock index mutual fund

Stock mentions available soon. No stock mentions in this episode.

Download the transcript included in the WEALTHTRACK PREMIUM subscription here. [pdf] More information regarding WEALTHTRACK transcripts can be found here

This is Jane Bryant Quinn’s first appearance on WEALTHTRACK

UNINTENTIONAL CAREER

Jane Bryant Quinn became a household name as a consumer reporter and personal finance journalist both in print and on television.  Her career path was anything but intentional.

Royce: Small Company Value

June 24, 2016

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BE AWARE OF THE MARKET RISK IN INDEX FUNDS

June 24, 2016

BE AWARE OF THE MARKET RISK IN INDEX FUNDS

BASIC INDEX FUNDS’ ADVANTAGES

  • Broad, unfiltered & unhedged exposure to market
  • Low fees and tax consequences

BASIC INDEX FUNDS’ DISADVANTAGES:

  • Exposure to all companies in index: good & bad, expensive and cheap, profitable & unprofitable

Watch the related WEALTHTRACK episode.

ROYCE: MANAGING MONEY FOCUS

June 24, 2016

MANAGING MONEY FOCUS

Half a century ago Chuck Royce identified small company stocks as a distinct asset class full of attractive investment opportunities.  Starting with his flagship Royce Pennsylvania Mutual fund in 1972 he built a pioneering, small-cap oriented investment management firm, Royce & Associates which now has 18 micro, small and mid-cap focused mutual funds, several of them run by Royce himself.  The firm recently announced its founder would retire from the day to day management duties as CEO and focus solely on managing money.

Watch the related WEALTHTRACK episode.

ROYCE: SMALL COMPANY VALUE

June 24, 2016

An exclusive interview with small cap stock pioneer Chuck Royce who says small, top quality companies are selling at bargain prices.
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