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APPIO: CRISIS WARNINGS

October 18, 2019

APPIO: CRISIS WARNINGS

How do you predict a financial crisis? Idanna Appio has been studying financial crises since her undergraduate days at Wharton, wrote her Ph.D. in economics on the topic and spent over 15 years at the Federal Reserve Bank of New York working on global economic analysis.

Watch the related WEALTHTRACK episode.

LOOK INTO TAXABLE MUNICIPAL BONDS

July 12, 2019
LOOK INTO TAXABLE MUNICIPAL BONDS

  • High credit quality as a group
  • Higher quality than corporate bonds
  • Offer roughly the same income

Watch the related WEALTHTRACK episode.

MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY

July 12, 2019

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.

The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record.

One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.

The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.

On this week’s program, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.
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PREMIUM: DIMELLA

July 10, 2019

SEISMIC MUNICIPAL BOND CHANGES

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.

The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record.

One key factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.

The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.

On this week’s show, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.

PREMIUM: BROWNE & SPEARS

June 13, 2019

CLASSIC VALUE / MODERN RESULTS

Classic value investing delivering modern outperformance. In a https://www.wealthtrack.com exclusive, Tweedy, Browne’s senior portfolio managers explain their Ben Graham/Warren Buffett approach.

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