Tag: WebExtra
DREIFUS: PRINCIPLED ACCOUNTING
PRINCIPLED ACCOUNTING
Royce Special Equity Fund’s legendary value manager Charlie Dreifus is known for his deep dive accounting, going through company finances with a fine tooth comb to identify financial weaknesses and strengths. It’s a skill and passion he learned from his mentor, award-winning accounting professor Abraham “Abe” Briloff, a renowned forensic accountant known for exposing accounting chicanery in columns for Barron’s. Dreifus is determined to keep the Briloff legacy alive.
PETRIE: WOMEN IN THE OLD AMERICAN WEST
WOMEN IN THE OLD AMERICAN WEST
Charles M. Russell is known for his iconic paintings, drawing, and sculptures of Native American buffalo hunters, warriors, their families and cowboys of the Old American West. Much less well known are his hundreds of depictions of western women. It’s now the subject of a book and accompanying exhibit titled “Charles M. Russell: The Women in His Life and Art.” WEALTHTRACK guest Tom Petrie, a major collector of art of the American West and Chair of the C.M. Russell Museum Board of Directors explains his role in this new area of research.
GARDNER: CONSCIOUS CAPITALISM
CONSCIOUS CAPITALISM
The Motley Fool has won numerous awards for its corporate culture including being named the Best Place to Work by GlassDoor.com in 2014 and 2015.
Co-Founders Tom and David Gardner have also been recognized as Heroes of Conscious Capitalism by the non-profit organization by that name where David now serves on the board of directors.
More information on Conscious Capitalism: www.consciouscapitalism.org
ASNESS: CONTROVERSIAL MOVE
CONTROVERSIAL MOVE
Financial thought leader Cliff Asness and his fellow Ph.D.’s at money management firm AQR Capital Management have been recognized for their groundbreaking research on markets and investing. Asness and a former colleague, Aaron Brown recently found an investment connection in a seldom used but highly effective ice hockey strategy.
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT
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
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- 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
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