With market volatility is near multi-year lows and investors are becoming much more bullish towards stocks, don’t abandon your insurance policies of cash, treasuries and gold. As WEALTHTRACK guest Andy Lo reminded us recently, it won’t take much of a scare to shake the market up. Watch this Episode
BEWARE THE CONSENSUS VIEW
Perks & de Lardemelle: Income vs. Protection With Two Leading Fund Managers
Franklin Income Fund has delivered monthly payments to shareholders since 1948! Portfolio manager Edward Perks explains how he is carrying on the tradition. Plus IVA Worldwide Fund’s Charles de Lardemelle explains where he is finding value and protection around the world.
CONSIDER PUTTING SOME MONEY INTO HIGH QUALITY COMPANIES WITH A HISTORY OF PAYING AND INCREASING DIVIDENDS
A Morningstar favorite with quality dividends: Vanguard Dividend Appreciation ETF (VIG) VIG data by YCharts Watch this Episode
Bill Miller: Where is he investing now?
A TV exclusive with legendary value investor Bill Miller. The only mutual fund manager to beat the S&P 500 for 15 years in a row, Miller’s Legg Mason Capital Management Opportunity Fund was the number one mutual fund last year. Where is he investing now? Find out!
ASK YOURSELF IF YOU SHOULD BE INVESTED WITH AN ACTIVE MANAGER OR A PASSIVE INDEX FUND
The Underperformance Gap: Most investors do substantially worse than the mutual funds they invest in Investors sell funds that underperform for 2-3 years Investors switch to funds with several years of outperformance Sell low/ buy high strategy is sure fire recipe for subpar results If you can’t tolerate sticking with a manager who isn’t doing […]
CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE
Until recently waiting to buy a home paid off: Prices going down Mortgage rates were declining Exact opposite happening now: Home prices and mortgage rates are going up Watch this Episode