Running the $90 billion Franklin Income Fund means carrying on a 65 year old tradition with a very specific mandate. Does Portfolio Manager Ed Perks feel the need to do anything different, for kicks, with his personal portfolio?
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DAVID NADEL: ROYCE REDISCOVERS INDIA
When you think small cap investing, India is probably not the first country that comes to mind. But the small cap pioneers at the Royce Funds feel differently. David Nadel, Director of International Research and portfolio manager, explains the lure of India in this week’s audio interview. You can also read Nadel’s white paper on investing in India.
GREGG FISHER: PORTFOLIO WITHDRAWAL
One of the biggest questions retirees have is how much money they can afford to take out of their next egg every year without running out.
Gerstein Fisher, the financial advisory firm of WEALTHTRACK guest, Gregg Fisher recently did some research on that question, especially the widely recommended 4% annual withdrawal rate. They agreed to share it with our audience.
30% MORE ROBERT SHILLER
Robert Shiller teaches courses to hundreds at Yale, lectures to full houses all over the world but we were able to sit down with him for a one-on-one for a full half hour. Here’s the entire, unedited conversation with the noted Yale professor and recent Nobel Prize winner.
During public television’s pledge drives, WEALTHTRACK is revisiting the new retirement conversation. With traditional pension funds rapidly disappearing what are the new building blocks for a secure retirement? Personal finance experts Mary Beth Franklin and Kim Lankford discuss the essentials, plus why insurance could become the next big retirement tool. Watch the episode here.
ROBERT SHILLER: INVENTING NEW FINANCIAL TOOLS
Inventing New Financial Tools The newest recipient of the Nobel Prize in Economic Sciences is also known for creating several breakthrough financial products including the widely followed Case-Shiller Home Price Index and the Cyclically Adjusted Price Earnings, or CAPE ratio. He discusses the genesis of his inventive spirit and his latest innovation. Watch the related […]
ROBERT AMODEO AND ROBERT DIMELLA: IRRATIONAL BEHAVIOR
Irrational Behavior Municipal bond investors fled the market in droves last year after scary headlines about bankruptcy in Detroit, credit problems in Chicago and Puerto Rico’s refinancing woes. Their indiscriminate selling created opportunities for this week’s guests. Muni fund portfolio managers Robert Amodeo and Robert DeMella explain why they pay so much attention to investor […]
