Archive for February, 2020

FILLING IN THE RETIREMENT INCOME GAP WITH INSURANCE EXPERT KIM LANKFORD

February 21, 2020

The reality is most Americans have not met their retirement goals. Here are some findings from a recent Fidelity Investments Retirement Mindset Study which surveyed adults of all ages, both male and female. Eighty-two percent of the general population don’t have a retirement plan in place. 

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Non-consensus Value Investing With Ariel Investments’ Rupal Bhansali

February 15, 2020

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

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

February 15, 2020

GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW

  • Where Most Vulnerable To Declines: Highest Risk Areas = Most Appreciation With Lagging Fundamentals
  • Appreciation Vs. Fundamentals (2019 Performance)
    S&P 500 +29% capital appreciation
    S&P 500 +2% earnings per share

Watch the related WEALTHTRACK episode.

BHANSALI: NON-CONSENSUS INVESTMENT EDUCATION

February 15, 2020

NON-CONSENSUS INVESTMENT EDUCATION

Global value investor Rupal Bhansali explains her two strong motivations for writing Non-Consensus Investing…

Watch the related WEALTHTRACK episode.

NON-CONSENSUS VALUE INVESTING WITH ARIEL INVESTMENTS’ RUPAL BHANSALI

February 14, 2020

In the current market cycle dating from 2009 coming out of the great financial crisis:

  • Equities dominated bonds and commodities
  • The U.S. trumped international
  • Growth outpaced value
  • And large U.S. tech companies dominated just about every sector and security

As in previous bull market periods, money flows to the best performers and flees the laggards. This record-setting U.S. bull market has also accentuated the attraction of index investing, as mutual funds and ETFs based on the S&P 500, in particular, have been among the decade’s stars.
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