Archive for July, 2018

KNOW THYSELF AS AN INVESTOR

Love investing? Do it yourself
Want active management? Turn it over to professional investors through mutual funds or investment advisors
Investing causes high anxiety? Go with a passive index fund. “No decision needed” strategy at a low cost

Watch the related WEALTHTRACK episode.https://wealthtrack.com/wp-admin/media-upload.php?post_id=18870&type=image&TB_iframe=1

Many of you have taken advantage of the mid-week July 4th holiday and taken the remainder of the week off. We are among you! So this week we are revisiting a popular recent WEALTHTRACK episode that speaks to the importance of portfolio diversification. Our focus is international small-cap stocks and the competitive advantages of international small company stocks with David Nadel, award-winning Lead Portfolio Manager of the Royce International Premier Fund. Watch it again here.

NEW THIS WEEK…

U.S. small-cap stocks outperformed their larger brethren in the first half of 2018 after lagging in 2017. The Royce Funds’ Co-Chief Investment Officer, Francis Gannon explains what’s behind the surge and why it bears watching.