Archive for October, 2018

PREMIUM: AMODEO

October 31, 2018

TAX FREE INCOME

Tax free income opportunities with Western Asset Management’s veteran muni manager Robert Amodeo.

WEALTHTRACK Episode #1520; Originally Broadcast on November 02, 2018

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ROBERT AMODEO

Consuelo MackNewsletter available soon.
Mathews Asia


CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

    Short term muni fund attributes:

      Tax free interest
      Less sensitive to rising interest rates
      Flexibility to reinvest as rates rise

No Bookshelf titles this week.


RISING RATE APPRECIATION

    Buy Floating Rate Municipal Bonds

  • Interest rates rise and fall with market rates
  • Prices can appreciate when market rates rise
  • longer maturities: 5-30 years


No stock mentions in this episode.


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Robert Amodeo from the WEALTHTRACK archives:

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LEADERSHIP PRINCIPLES

Veteran municipal bond manager and Western Asset Management’s Municipals team leader Robert Amodeo reads 2-3 hours a day to hone his knowledge and leadership skills. He shares two of his favorite recent books.


Principles: Life and Work


The Wisdom of Psychopaths: What Saints, Spies, and Serial Killers Can Teach Us About Success

COULD U.S. TRADE TENSIONS WITH CHINA ACTUALLY CREATE INVESTMENT OPPORTUNITIES THERE?

October 26, 2018

China outlook: An exclusive interview with Asia mutual fund pioneer Mark Headley on China’s potentially world-changing political and economic transformation.
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HAVE SOME INVESTMENT EXPOSURE IN CHINA

October 26, 2018

HAVE SOME INVESTMENT EXPOSURE IN CHINA

Morningstar Analyst Favorites:

  • Matthews China (MCHFX)
  • Matthews China Dividend (MCDFX)
  • SPDR S&P China ETF (GXC)

Watch the related WEALTHTRACK episode.

HEADLEY: NEXT CHAPTER

October 26, 2018

NEXT CHAPTER

Transitioning from active firm and portfolio management duties to Chairman of the Board is presenting a new set of challenges and opportunities to Mark Headley. He discusses the next chapter.

Watch the related WEALTHTRACK episode.

Could U.S. Trade Tensions With China Actually Create Investment Opportunities There?

October 26, 2018

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