Tag: premium
FRANKLIN: SOCIAL SECURITY RULES FOR SINGLES
SOCIAL SECURITY RULES FOR SINGLES
Benefits guru Mary Beth Franklin explains why the claiming rules for Social Security can be different if you are single.
PREMIUM: MARY BETH FRANKLIN
NEW SOCIAL SECURITY RULES
Paying attention to Social Security benefits pays off and needs to be taken seriously from an earlier age than most people realize.
PREMIEUM: MILLER & MILLER
NEXT GENERATION INCOME INVESTING
Finding high income at value prices is a team approach with legendary investor Bill Miller and portfolio manager son, Bill Miller IV.
PREMIUM: DIMELLA
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 factor for muni’s attractiveness is the higher taxes being paid by many individual taxpayers following the tax reform bill, which was passed in 2017 but took effect in 2018.
The combination of higher tax rates and a dearth of income globally are adding to the allure of municipal bonds.
On this week’s show, top muni fund manager Robert DiMella says there are other factors at work as well which are causing a seismic shift in the municipal bond market and a significant change in strategy at his firm.
PREMIUM: RUSSO
BUFFETT LAGGING
Berkshire Hathaway stock has underperformed the S&P 500 for the past decade. By a recent calculation, Berkshire’s stock has risen by nearly 260% versus the market’s more than 300% advance in the decade ended in 2018.
Despite Berkshire’s stunning record since 1965, 21% compounded annualized gains, this is not the first time that the company’s shares have underperformed the market for a decade. It’s happened several times in recent years.
Berkshire has outperformed the market by double digits in every trailing ten year period since 1978. But it hasn’t had a double-digit advantage since 2002, and in recent years it has underperformed the market in three ten year spans.
Are Berkshire Hathaway’s best years behind it? Great investor and long-time holder, Tom Russo responds.
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