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!
Bill Miller: Where is he investing now?
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
SARGEN & KIM: THE BUILDING BLOCKS FOR FINANCIAL SECURITY
Two Chief Financial Officers of two top-rated insurance companies, New York Life’s John Kim and Western & Southern’s Nick Sargen share their portfolio strategies.
Andrew Lo: How Do You Cope With Increasingly Complex Markets?
The sea change in the markets. Financial Thought Leader, Andrew Lo, renowned professor of finance at MIT and hedge fund manager says the markets are more complex and challenging than ever before. He shares strategies to survive and prosper.
ASSESS YOUR RISK TOLERANCE WITH A FINANCIAL ADVISOR
Determine the rate of return needed to reach your life’s goals Ask yourself how much you can afford to lose over the course of any given year and reach those goals Understand your emotional tolerance for risk Watch this Episode