WealthTrack

The right track to your financial health.

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BHANSALI & HARTCH

BHANSALI: CONTRARIAN CHOICE Ariel Investments’ Rupal Bhansali was a successful contrarian investor long before launching her top performing Ariel International Fund and Ariel Global Fund in late 2011.  Her deep value approach started early. HARTCH: PARTNERSHIP ADVANTAGE Nearly two hundred year old Brown Brothers Harriman is one of the oldest firms on Wall Street and […]

MCMAHON: BUILDING INCOME

Finding investment income is not getting any easier.  The Federal Reserve’s most recent decision to keep short term interest rates at record lows means there is no relief yet.  Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund.

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IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES

IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES TWO SOCIAL SECURITY STRATEGIES FOR MARRIED COUPLES ENDING “File and suspend”: one spouse files for benefits but suspends collecting them until full retirement age Filing a restricted claim for spousal benefits: collecting half of spouse’s benefits while waiting to collect full benefits […]

MCMAHON: DUAL DISCIPLINES

Thornburg Investment Management’s Chief Investment Officer Brian McMahon invests in both stocks and bonds in his Thornburg Investment Income Builder Fund, as he has throughout his career. I asked him about the relationship between stock and bond investing. Watch the related WEALTHTRACK episode.