Archive for February, 2017

Langstraat & Welch: Tax-Advantaged Investing

February 17, 2017

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

TAX ALPHA: TAX ADVANTAGED INVESTING CAN ADD 1-3% TO PORTFOLIO RETURNS ANNUALLY, BETTER THAN MOST ACTIVE MANAGERS CAN DELIVER. LANGSTRAAT & WELCH EXPLAIN HOW ITS DONE

February 17, 2017

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.
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BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT

February 17, 2017

BILL AND MELINDA GATES: PHILANTHROPY WITH AN IMPACT

“The best investment any of us can ever make is in the lives of others.”
Bill and Melinda Gates wrote a message worth sharing with WealthTrack viewers in their annual Bill and Melinda Gates Foundation letter. It is the answer to a letter they received from Warren Buffett, their close personal friend and the largest outside donor to their foundation. In 2006 Buffett pledged Berkshire Hathaway stock then worth more than $30 billion to the foundation to be given in 5% annual increments. So far the donations have added up to $17.26 billion. The Gates define the impact.

Watch the related WEALTHTRACK episode.

Dreifus: Small Treasures

February 11, 2017

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

PRICED TO PERFECTION: AFTER A 30% PLUS GAIN, VALUE INVESTOR CHARLIE DREIFUS CAUTIONS THE MARKETS ARE EXPENSIVE AND ITS TIME TO “DE-RISK”  PORTFOLIOS

February 10, 2017

Small company stocks roar back! Will the rally last? An exclusive interview with a great small cap investor, Royce Special Equity Fund’s Charlie Dreifus.
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