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BOGLE: INDEX FUND TRANSFORMATION

BOGLE: INDEX FUND TRANSFORMATION

On air this week, as it’s the winter pledge season on Public Television, we are revisiting a popular recent program. Can a better understanding of Wall Street help us become more successful investors? We are joined by Jason Zweig, a highly respected financial journalist, “The Intelligent Investor” columnist at The Wall Street Journal and author.

NEW THIS WEEK: When John C. Bogle created the first index mutual fund some 40 years ago, little did he know that the $11 million put into his index fund in 1975 would explode into a huge industry. In a Viewpoint commentary, Bogle traces the extraordinary history of the industry he created and how much it has changed, for better and for worse, from his original intent.

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Weitz – Valuable Losses

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STICK WITH YOUR FINANCIAL DISCIPLINE

STICK WITH YOUR FINANCIAL DISCIPLINE Have a plan you can live with Don’t be distracted by outside events Have one, two or three years of living expenses to prevent selling under duress Keep some cash in portfolio to take advantage of market declines Put cash to work in high conviction investments that have […]

WEITZ: VALUABLE LOSSES

A rare interview with Great Value Investor Wally Weitz on finding opportunities where others are seeing losses.

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Nadel: International Small Cap Value

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NADEL: INTERNATIONAL SMALL CAP VALUE

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.

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