Tag: episode_1447

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

May 25, 2018

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

  • Home is one source
  • Have an available home equity line of credit for immediate liquidity
  • Reverse Mortgages:
    • Available under the FHA (Federal Housing Administration) backed program, HECM (Home Equity Conversion Mortgage)
    • • Available to seniors 62 and over
    • • Must live in the home and own it
    • • Have no mortgage or a low mortgage balance
    • HECM is tightly regulated:

    • • Required to meet with HECM counselor to obtain the loan
    • • Information available on U.S. Department of Housing and Urban Development website: www.hud.gov

    Watch the related WEALTHTRACK episode.

Top Rated Fund Manager David Nadel on the Surprising Treasures to Be Found in International Small Cap Stocks

May 12, 2018

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NADEL: DRAMATIC LESSONS

May 11, 2018

DRAMATIC LESSONS

Top performing international fund manager David Nadel learned the power of recurring cash flows early. His Dad, Warren Nadel was a dentist by profession but a successful songwriter, guitarist, and singer in his spare time. Under his stage name, Randy Starr, Dr. Nadel wrote a number of top ten hits for Elvis and performed with Chuck Berry and his own band, The Islanders.

Watch the related WEALTHTRACK episode.

TOP RATED FUND MANAGER DAVID NADEL ON THE SURPRISING TREASURES TO BE FOUND IN INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

The competitive advantages of international small company stocks with David Nadel, award-winning lead portfolio manager, Royce International Premier Fund.
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CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

  • Big & diverse universe
  • Operate in countries representing 75% of world GDP
  • Under-owned asset class
  • Multi-year period of underperforming its historical average
  • Much less expensive than American counterparts
  • Track record of beating Small Cap U.S. stocks with less volatility
  • Source of income
  • 83% pay dividends vs. 43% U.S. Small Caps pay dividends

Watch the related WEALTHTRACK episode.

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