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DREIFUS: ON WORRYING

September 18, 2015
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.”

Dreifus is a big believer in the power of compound dividends, which he has put to work in a major way in his Royce Special Equity Multi-Cap Fund.  Of the 26 names in that portfolio as of June 30, 2015, 10 of them, or approximately 38% of the portfolio have increased their dividends for more than 25 years in a row.  Here’s the portfolio’s dividend profile.
Download the list here. [.pdf]

Watch the related WEALTHTRACK episode.

GRANT: POLITICAL NERVE

September 11, 2015

POLITICAL NERVE

Financial thought leader and historian James Grant believes there are economic reasons behind the unexpected appeal of presidential candidates Donald Trump  and Bernie Sanders. He explains why they have touched a popular nerve.

Grant also shares an insightful article he wrote about Trump in 1990 when Trump’s real estate business was under serious financial pressure.

WATCH NOW…

FRANKLIN: SOCIAL SECURITY BENEFITS

September 4, 2015

Award winning personal finance journalist Mary Beth Franklin has become a sought after expert on maximizing Social Security benefits. A certified financial planner and author of the eBook, “Maximizing Your Social Security Retirement Benefits”, she explains how she transitioned from personal finance generalist to Social Security guru.

Watch the related WEALTHTRACK episode.

BITCOIN POTENTIAL

August 28, 2015

Five-star fund manager, Brian Singer invests in multiple asset classes around the globe, including currencies in his William Blair Macro Allocation fund. It turns out he is fascinated by the virtual currency, Bitcoin as well as blockchain encryption, the technology behind it.

Watch the related WEALTHTRACK episode.

RYON: PUERTO RICO’S PROBLEMS

July 31, 2015

How did Puerto Rico, the 3rd largest issuer of municipal debt in the U.S. get into the situation where it cannot pay its bills or meet its debt obligations?  Thornburg Investment Management’s 5 star municipal bond fund manager, Christopher Ryon gives us the low down.

Watch the related WEALTHTRACK episode.

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