WealthTrack

The right track to your financial health.

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS: The manager you know and trust leaves the fund A change in strategy at a fund Two years or more of significant losses The flip side: consider selling if a fund has phenomenal outperformance. A fund’s expenses go up If you are uncomfortable with […]

MCMAHON: BUILDING INCOME

Finding investment income is not getting any easier.  The Federal Reserve’s most recent decision to keep short term interest rates at record lows means there is no relief yet.  Many professional and individual investors have turned their attention to dividend paying stocks for current income and future growth. This week’s guest is among them, but with a twist. He is looking overseas, where dividend yields are generally higher and dividend paying cultures are stronger. Thornburg Investment Management’s Chief Investment Officer and Portfolio Manager Brian McMahon discusses how he finds growing sources of income around the world in his Thornburg Investment Income Builder Fund.

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IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES

IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES TWO SOCIAL SECURITY STRATEGIES FOR MARRIED COUPLES ENDING “File and suspend”: one spouse files for benefits but suspends collecting them until full retirement age Filing a restricted claim for spousal benefits: collecting half of spouse’s benefits while waiting to collect […]

MCLENNAN: CRISIS INVESTING

First Eagle Funds’ Great Investor Matthew McLennan predicts that we are entering an era of episodic global crises. McLennan is Head of the Global Value Team and Co-Portfolio Manager of several funds at First Eagle. He’ll explain how he is building an all-weather portfolio to withstand future market storms.

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