In an exclusive interview, Tocqueville Fund’s contrarian investor, Robert Kleinschmidt explains why he is finding the best values where you don’t want to be.
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THINK LIKE A VALUE INVESTOR
THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.
KLEINSCHMIDT: SUMMER ENERGY
SUMMER ENERGY Contrarian value investor Robert Kleinschmidt was an oil and gas analyst before becoming a money manager. When we asked him for a summer reading recommendation he returned to the oil patch. Watch the related WEALTHTRACK episode.
Charitable Giving Hit An All-Time High. How Do You Maximize Your Philanthropy And Tax Deductions?
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NORLEY & DI RE: CHARITABLE DIFFERENCE
NORLEY: CHARITABLE DIFFERENCE Pamela Norley has been President of independent public charity, Fidelity Charitable, the largest donor-advised fund in the country since 2016. Prior to that, she worked in the for-profit sector. She is thrilled she made the transition. DI RE: PERSONAL ADVICE EY’s Elda Di Re advises ultra- high net worth individuals, such as […]
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and art Watch […]
