Archive for February, 2018

AUGENBLICK: PASSIONATE COLLECTOR & LUCAS: OUTSIDE OF INVESTMENTS

February 9, 2018

AUGENBLICK: PASSIONATE COLLECTOR

Andrew Augenblick worked at McKinsey and was President and co-owner of Related Companies, a major real estate development firm before turning his passion for collecting art into a profession. He explains where he got the collecting bug.

LUCAS: OUTSIDE OF INVESTMENTS

Where does Stuart Lucas find his poetry in life? Mountain slopes and classrooms provide the backdrop.

Watch the related WEALTHTRACK episode.

PROFIT MAXIMIZATION AND RETENTION STRATEGIES WITH STUART LUCAS & ANDY AUGENBLICK

February 9, 2018

Maximizing your profits by minimizing expenses in investment portfolios and art with wealth manager Stuart Lucas and art financier and advisor Andy Augenblick.
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Why Traditional Bonds Are High Risk, but Munis Have Advantages. Two Top Bond Managers Explain_Podcast

February 2, 2018

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

TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS

February 2, 2018

TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS

  • Overlooked Asset Class
  • Frequently Uses Leverage
  • Can Be Volatile
  • Issues a Fixed Number of Shares When Offered to the Public
  • Trades Like a Stock on an Exchange
  • Share Price Frequently Trades Below Its Net Asset Value
  • Income Is Frequently Reinvested at a Discount
  • Can Hold Illiquid Bonds That Tend to Yield More
  • Does Not Have to Worry About Meeting Cash Redemptions

Watch the related WEALTHTRACK episode.

WHY TRADITIONAL BONDS ARE HIGH RISK, BUT MUNIS HAVE ADVANTAGES. TWO TOP BOND MANAGERS EXPLAIN

February 2, 2018

Two influential bond managers explain why municipal bonds still make sense and so many corporate and Treasury bonds don’t.
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