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IF YOU’VE WON THE GAME, STOP PLAYING

July 17, 2019

This summer weekend we are revisiting a recent program about the greatest retirement fear – running out of money. Advice from Morningstar’s Christine Benz and Wells Fargo’s Fredrik Axsater on how to avoid it.
NEW THIS WEEK… Influential investment advisor and author Bill Bernstein shares key insights with Morningstar’s Christine Benz and Jeff Ptak in their new podcast series “The Long View” which they are sharing with us.
LISTEN NOW…

Municipal Bond Markets Are Attracting Record Amounts of Investor Money

July 12, 2019

This page is here for technical reasons. Please click here for the episode page.

LOOK INTO TAXABLE MUNICIPAL BONDS

July 12, 2019

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.

DIMELLA: FLIGHT PLAN

July 12, 2019

FLIGHT PLAN The award-winning municipal bond fund manager, Robert DiMella has his pilot’s license and flies regularly in his spare time. He says there’s a connection between flying and running multi-billion dollar bond portfolios. Watch the related WEALTHTRACK episode.

MUNICIPAL BOND MARKETS ARE ATTRACTING RECORD AMOUNTS OF INVESTOR MONEY

July 12, 2019

Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella.    

WATCH NOW…

PREMIUM: DIMELLA

July 10, 2019

SEISMIC MUNICIPAL BOND CHANGES Seismic shifts in the municipal bond markets and the portfolios of award-winning muni manager Robert DiMella. The nearly $4 trillion dollar municipal bond market is attracting record amounts of investor money. Year-to-date more than $40 billion has poured into municipal bond funds, one of the highest inflows on record. One key […]

LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS

July 5, 2019

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 manage Information […]

MCLEMORE: INVESTMENT WISDOM

July 5, 2019

MCLEMORE: INVESTMENT WISDOM Miller Opportunity Trust’s Co-Portfolio Manager Samantha McLemore has been trained by legendary value investor Bill Miller since graduating from college. We asked her to recommend some of her favorite outside sources of investment wisdom. Watch the related WEALTHTRACK episode.

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