Tag: WebExtra

ROYCE: RESTORING HISTORY

February 23, 2018

RESTORING HISTORY

Legendary investor Chuck Royce might specialize in small company stocks but in his extracurricular activities, he thinks big. A noted preservationist he has restored houses and hotels to their historic grandeur and more recently has taken on reviving entire towns.

Watch the related WEALTHTRACK episode.

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

February 16, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

Buy a series of bonds that mature at different times
TREASURY BOND LADDER

  • Bottom rungs – short-term maturities (1-2 years)
  • Middle rungs – intermediate (5-7 years)
  • Top Rungs – long-term (10-30 years)
  • Diversify interest rates
  • Insulate portfolio from ups & downs
  • Keep up with interest rate changes
  • Get stable income

TO BUY NEW TREASURY ISSUES:
www.treasurydirect.gov
Monthly Auctions
2, 3, 5, 7, 10 & 30 year maturities

  • Minimum investment $100
  • Interest is paid semi-annually
  • Free from state & local taxes

Watch the related WEALTHTRACK episode.

KESSLER: UNDERSTANDING RISK

February 16, 2018

UNDERSTANDING RISK

Bond manager Robert Kessler is an avid and serious rock climber. What difference has being up close and personal in this high risk sport made in his investing?

Watch the related WEALTHTRACK episode.

AUGENBLICK: PASSIONATE COLLECTOR & LUCAS: OUTSIDE OF INVESTMENTS

February 9, 2018

AUGENBLICK: PASSIONATE COLLECTOR

Andrew Augenblick worked at McKinsey and was President and co-owner of Related Companies, a major real estate development firm before turning his passion for collecting art into a profession. He explains where he got the collecting bug.

LUCAS: OUTSIDE OF INVESTMENTS

Where does Stuart Lucas find his poetry in life? Mountain slopes and classrooms provide the backdrop.

Watch the related WEALTHTRACK episode.

WEB EXTRA: ATTEBERRY & DIMELLA

February 2, 2018

ATTEBERRY: RELAXING DIVERSION

How does award-winning bond manager Tom Atteberry relax? He’s taken up a sport he abandoned long ago.

DIMELLA: ACTIVE MUNICIPAL ETFS

Top performing municipal bond fund manager, Robert DiMella recently expanded his portfolio duties to exchange-traded funds with the launch of two actively managed muni bond ETFs. IQ MacKay Shields Municipal Intermediate ETF focuses on investment grade municipal bonds to get current income exempt from federal taxes.  IQ MacKay Shields Municipal Insured ETF primarily invests in investment-grade munis covered by an insurance policy guaranteeing the payment of principal and interest.

Watch the related WEALTHTRACK episode.

Back to Top