Harding Loevner’s Simon Hallett is maniacal about the firm’s rigorous, disciplined and consistent approach to stock analysis in deciding which companies to invest in for the long term. However when it came to making a substantial personal investment in Plymouth Argyle, a professional English soccer team those rules did not apply. Watch the related WEALTHTRACK […]
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GIROUX: FORTUITOUS CHOICE
FORTUITOUS CHOICE Award-winning fund manager David Giroux has been at T. Rowe Price since graduating from Hillsdale College, a small, Midwestern liberal arts college in 1998. It was a fortuitous choice for him and the firm. Watch the related WEALTHTRACK episode.
CORTAZZO: VAULTING EFFECT
Award-winning financial advisor Mark Cortazzo started winning accolades as a youth in a completely different arena, but he says pole vaulting has affected both his professional and personal life. Watch the related WEALTHTRACK episode.
ROYCE: RESTORING HISTORY
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
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 […]
KESSLER: UNDERSTANDING RISK
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.