Tag: WebExtra

WINTERS: INDEX FUND CONTRARIAN

May 5, 2017

INDEX FUND CONTRARIAN

Challenging popular opinion is never easy, however it is second nature to a hardy few including global value investor David Winters. Wintergreen Fund’s portfolio manager took on the tech craze in the 1990’s. He is now raising the alarm about the flood of money pouring into index funds. Of particular concern are what he calls “look through” expenses, hidden costs in a number of S&P 500 companies caused by high executive compensation packages and stock dilution to pay for them.

Watch the related WEALTHTRACK episode.

WALLACK: PORTFOLIO BUILDER

April 28, 2017

PORTFOLIO BUILDER

How did a former stone carver transition from building cathedrals to building stock portfolios? David Wallack portfolio manager of T. Rowe Price’s Mid-Cap Value fund and winner of Morningstar’s 2016 Domestic-Stock Fund Manager of the Year award says some of the skills are transferable.

Watch the related WEALTHTRACK episode.

FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY

April 21, 2017

MAXIMIZING SOCIAL SECURITY

Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social security, the other can claim half of those benefits starting at age 66, let their own benefits keep growing by 8% a year and then switch to their own maximum benefits at 70. The same applies to divorced people as long as they were married for at least 10 years. Since same sex marriages were only legally recognized recently where does that leave them?

Watch the related WEALTHTRACK episode.

HOUGAN: ETF WAVE

April 14, 2017

ETF WAVE

How did Matt Hougan identify exchange traded funds as the wave of the future long before they became a booming investment industry?

Watch the related WEALTHTRACK episode.

MILLER: WORLD CLASS BIBLIOPHILE

April 7, 2017

WORLD CLASS BIBLIOPHILE

Legendary investor Bill Miller is known for his stock picking ability and wide ranging intellectual interests, including his long time involvement at the Santa Fe Institute, a think tank specializing in complex systems, where he is now Chairman Emeritus. Always a voracious reader, in recent years he has turned into a serious bibliophile.

Watch the related WEALTHTRACK episode.

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