Archive for February, 2019

GAFFNEY: MENTAL RENEWAL

February 16, 2019

MENTAL RENEWAL

How does globe-trotting, award-winning diversified fixed income manager Kathleen Gaffney stay mentally fresh? We asked her.
Kathleen Gaffney recommends two guided meditation podcasts:

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

February 16, 2019

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

CASH COUNTS

  • Best performing asset class 2018
  • 3 month T bills +1.9%
  • Cash can provide a positive return
  • Competitive rates available

RAISE YOUR OWN RATES

  • Higher rates available than savings accounts at commercial banks and most brokerage firm cash accounts

YIELD BOOSTERS

  • Savings accounts at online banks offer +2% yields, Federally insured up to $250,000
  • Short term U.S. Treasury yields are +2%<

Watch the related WEALTHTRACK episode.

INVEST WHERE OTHERS FEAR TO TREAD FOR INCOME AND APPRECIATION: EATON VANCE’S KATHLEEN GAFFNEY

February 15, 2019

If you were to name places in the world where you wouldn’t consider investing today what comes to mind? How about Venezuela where the economy is in ruins, the president discredited and the opposition mounting? Or a specific company in this country like Pacific Gas and Electric, PG&E for short, the California utility that filed for bankruptcy and bore the physical and legal brunt of the recent devastating California wildfires? Those are fertile ground for contrarian investors or just traditional value investors who look for opportunities where others fear to tread.

Globe-trotting Eaton Vance bond manager Kathleen Gaffney looks where others are fleeing for higher total returns.
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Top-Rated Research Team Members Assess the Prospect for the Economic Expansion’s Longevity

February 8, 2019

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

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

February 8, 2019

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

MISSING OUT

  • If out of U.S. stock market for 25 best days between 1970 and 2015 returns reduced from +1,910% to +371%
  • If out of UK stock market for just 2 quarters since 1900 cumulative real returns reduced by + 50%
  • If out of U.S. market for just 2 quarters since 1900 returns reduced by + 66%

Watch the related WEALTHTRACK episode.

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