Archive for September, 2020

Shaking Up A Legendary Fund

September 25, 2020

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

SPENCER: POWERFUL PSYCHOLOGY

September 25, 2020

POWERFUL PSYCHOLOGY

Joshua Spencer has an outstanding track record at T. Rowe Price, first at the helm of its Global Technology Fund and more recently as the lead portfolio manager of its legendary New Horizons Fund. He tells us his psychology studies in college have helped him be a better investor.

Watch the related WEALTHTRACK episode.

NEXT GENERATION GREAT INVESTOR JOSH SPENCER ON TAKING OVER T. ROWE PRICE’S NEW HORIZONS FUND

September 25, 2020

How do you successfully take over and run a legendary fund with a 60-year track record of excellence? We are about to find out this week in a rare interview with a fund manager who is doing just that.
The fund is the T. Rowe Price New Horizons Fund. The small-cap growth fund has 34 billion dollars in assets and carries a Five-Star, Silver Analyst rating from Morningstar.

Prior to taking over the fund, Spencer established his own record of excellence with the T. Rowe Price Global Technology Fund which he ran from 2012 until early in 2019. During his tenure the fund delivered nearly 22% annualized returns, far outdistancing its benchmark and peer group.
What does New Horizons’ legacy mean to Spencer? How is he changing it? We’ll find out.

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GETTING THE MOST OUT OF SOCIAL SECURITY! MARY BETH FRANKLIN ON MAXIMIZING YOUR RETIREMENT BENEFITS

September 18, 2020

COVID-19 has thrown a monkey wrench into many retirement plans as millions of Americans were thrown out of work and many were forced to tap into retirement accounts to pay the bills.
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How COVID is Affecting Retirement With Retirement Benefits Expert Mary Beth Franklin

September 11, 2020

This page is here for technical reasons. Please click here for the episode pageHow COVID is Affecting Retirement With Retirement Benefits Expert Mary Beth Franklin.

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