MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.
WALLACK: PORTFOLIO BUILDER
PORTFOLIO BUILDER How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable. Watch the related WEALTHTRACK episode.
GREAT INVESTOR DAVID WALLACK OF T.ROWE PRICE’S GOLD RATED MID-CAP VALUE FUND DISCUSSES HIS CONTRARIAN APPROACH
A rare interview with Great Investor and Morningstar’s 2016 Domestic-Stock Fund Manager of the Year, David Wallack.
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Franklin & Kotava: Money Saving Advice
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MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS
MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS Get educated ahead of time If you are already collecting, review your and your spouse’s benefits Notify Medicare and Social Security if there is a change of circumstances to get benefits updated Watch the related WEALTHTRACK episode.
FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY
MAXIMIZING SOCIAL SECURITY Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social […]
