Tag: WebExtra

TRENNERT: DEFENSE OF WALL STREET

October 9, 2015

DEFENSE OF WALL STREET

Strategas Research Partners’ co-founder and Chief Investment Strategist Jason Trennert has spent his entire career on Wall Street. In addition to his widely followed research and strategy work he is also known for his insightful, thoughtful and sometimes irreverent observations about the Street and its characters. What was the motivation for writing his latest book, My Side of the Street? It was both personal and professional.

Watch the related WEALTHTRACK episode.

GAFFNEY: BOND ILLIQUIDITY

October 2, 2015

BOND ILLIQUIDITY

Bond market illiquidity post financial crisis is a concern of many fixed income investors. Eaton Vance Bond Fund’s lead portfolio manager, Kathleen Gaffney explains what it means and how she is handling it.

Watch the related WEALTHTRACK episode.

BOTSFORD: CHARITABLE CAUSE

September 25, 2015

CHARITABLE CAUSE

Award winning Financial Planner Erin Botsford isn’t just focusing on the well-being of her clients at The Botsford Group. She and  her husband are also spending time and money in Africa.

Watch the related WEALTHTRACK episode.

DREIFUS: ON WORRYING

September 18, 2015
Great Investor Charlie Dreifus is constantly analyzing what could go wrong with the companies he chooses for his Royce Special Equity and Royce Special Equity Multi-Cap Funds. We asked him why worrying was his self-described “natural state.”

Dreifus is a big believer in the power of compound dividends, which he has put to work in a major way in his Royce Special Equity Multi-Cap Fund.  Of the 26 names in that portfolio as of June 30, 2015, 10 of them, or approximately 38% of the portfolio have increased their dividends for more than 25 years in a row.  Here’s the portfolio’s dividend profile.
Download the list here. [.pdf]

Watch the related WEALTHTRACK episode.

GRANT: POLITICAL NERVE

September 11, 2015

POLITICAL NERVE

Financial thought leader and historian James Grant believes there are economic reasons behind the unexpected appeal of presidential candidates Donald Trump  and Bernie Sanders. He explains why they have touched a popular nerve.

Grant also shares an insightful article he wrote about Trump in 1990 when Trump’s real estate business was under serious financial pressure.

WATCH NOW…

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