LOOK INTO TAXABLE MUNICIPAL BONDS High credit quality as a group Higher quality than corporate bonds Offer roughly the same income Watch the related WEALTHTRACK episode.
LOOK INTO TAXABLE MUNICIPAL BONDS
MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY
Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS How much money portfolio managers have invested in their own funds is a key criteria used to judge funds Significant “skin in the game” is seen as important indicator of management commitment & responsibility SEC requires disclosure of managers’ investments in funds they […]
MARKET BEATING VALUE INVESTORS: THE NEXT GENERATION
Consuelo Mack WEALTHTRACK launches a new season with its “Next Generation Investors” series featuring an exclusive interview with legendary value investor Bill Miller, and Samantha McLemore, his Co-Portfolio Manager on the Miller Opportunity Trust fund.
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Certified Investment Management Associate (CIMA) Does the advisor: Understand & agree with your objectives? Pay attention to your comfort levels? Have a realistic & workable plan to achieve your goals? Have the […]
51% of Personal Wealth in the U.S. Is Controlled by Women
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