David Nadel, Portfolio Manager of 2015’s number one foreign fund, Royce International Premier Fund explains why international small cap companies deserve a place in everyone’s portfolio.
NADEL: INTERNATIONAL SMALL CAP VALUE
“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT”
“KNOW WHAT YOU OWN AND KNOW WHY YOU OWN IT” Do a Quick Stress Test Portolio Analysis What You Own is Cheaper Than it Was Do You Want to Make Slight Adjustments? Add to Long Term Holdings? Sell Questionable Investments? Watch the related WEALTHTRACK episode.
Dimella: Muni Advantage
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DIMELLA: MUNI ADVANTAGE
Most investments lost ground in 2015’s volatile markets and continue to do so this year. One of the few asset classes to deliver positive results was municipal bonds. What’s the outlook for this year? Robert DiMella, co-head of award winning MacKay Municipal Managers and Portfolio Manager of several five star rated muni funds shares his forecast and strategies.
CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO
CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO MUNI ADVANTAGE Tax exempt from federal taxes Some are exempt from state and local taxes Pockets of municipal bond opportunity offering secure and attractive yields and returns Can be a minefield financially and politically Watch the related WEALTHTRACK episode.
Kleinschmidt: Exclusive Strategy
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