Tag: premium

FRANKLIN: SOCIAL SECURITY RULES FOR SINGLES

August 9, 2019

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.

Watch the related WEALTHTRACK episode.

PREMIUM: MARY BETH FRANKLIN

August 8, 2019

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

July 31, 2019

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

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 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

June 19, 2019

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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