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 […]
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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.
AUGENBLICK: PASSIONATE COLLECTOR & LUCAS: OUTSIDE OF INVESTMENTS
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 […]
WEB EXTRA: ATTEBERRY & DIMELLA
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 […]
GRANTHAM: CLIMATE CHANGE PORTFOLIOS
CLIMATE CHANGE PORTFOLIOS Legendary value investor Jeremy Grantham is devoting much of his time and wealth to combating climate change through his Grantham Foundation for the Protection of the Environment. But he also views climate change as an investment opportunity. Grantham’s firm GMO has created climate change portfolios for institutional investors including two his foundation […]
MILLER: THE FUTURE OF MONEY
THE FUTURE OF MONEY What is the future of money? Legendary value investor Bill Miller, an early investor in Bitcoin in his hedge fund MVP 1 has given himself an assignment to find out. Watch the related WEALTHTRACK episode.