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13 episodes with Income fund
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13 episodes with Income fund
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Participants in the Thrift Savings Plan will soon see a few changes to the TSP's Lifecycle, or “L,” Funds. Starting June 30th, the Federal Retirement Thrift Investment Board will add an “L 2075” Fund. That's meant for any current or future federal employees who plan to retire during or after the year 2073. The TSP board will also be rolling over the current “L 2025” Fund into its broader Income Fund. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. 5 easy steps to clean your portfolio: https://moosemarkets.com/webinar Download the Rockstar list here: https://moosemarkets.com/rockstars Join the Retirement Loop waitlist here: https://dividendstocksrock.com/loop Why I prefer low yield vs high yield: https://moosemarkets.com/income
Bluefield Partners Managing Partner James Armstrong takes Proactive's Stephen Gunnion through the latest interim results for the Bluefield Solar Income Fund (LSE:BSIF), highlighting robust operational performance and an increase in dividend targets. Armstrong noted the standout success of the strategic partnership with GLIL, which contributed to long-term and short-term value protection and significant liquidity, with over £90 million returned to the company. Armstrong emphasised Bluefield Solar's continued leadership in dividends, targeting "not less than 8.9 pence per share," which translates to over 10% based on the current share price. He also highlighted the addition of two new assets—Yelvertoft, a Contract for Difference (CFD) asset, and Mauxhall Farm—which reinforced the company's solid operational performance. Discussing the future of the GLIL partnership, Armstrong explained that Phase 3 focuses on developing Bluefield Solar's proprietary development pipeline, underscoring the partnership's growth potential. Under ESG initiatives, he proudly mentioned the Impact on Clients Award for biodiversity work at West Raynham Solar Park, showcasing the company's environmental stewardship. Addressing the discounted Net Asset Value (NAV), Armstrong outlined strategic steps, including a share buyback program and prudent capital allocation, to align with shareholder interests and narrow the NAV discount. He concluded by highlighting Bluefield's focus on delivering innovative and value-creative solutions for shareholders. For more insightful interviews and updates, visit Proactive's YouTube channel. Don't forget to like, subscribe, and hit the notification bell for future content! #BluefieldSolar #DividendGrowth #ESG #RenewableEnergy #Investment #GLILPartnership #SolarIncomeFund #ProactiveInvestors #JamesArmstrong #FinancialResults
Do you do your own taxes? If so, please listen to this episode. We believe that one of the simpliest and most important decisions you can make in your financial life is to get a trusted tax professional. It's about far more than just getting your taxes done each spring. For many families, this one decision can make a world of difference! In today's episode, host Travis Shelton explains the implications of having (or not having) a trusted tax professional.Referenced Episodes:405 - Budgeting 101: https://pod.fo/e/2a82dc406 - Sinking Funds 101: https://pod.fo/e/2a8e06407 - Personal Spending 101: https://pod.fo/e/2ab0bb408 - Income Fund 101: https://pod.fo/e/2ac860409 - Taxable Investing 101: https://pod.fo/e/2ae3d7410 - Life Insurance 101: https://pod.fo/e/2b09e3If you have questions or would like to connect with us outside of the podcast, here's where you can find us: Instagram: https://www.instagram.com/meaning_over_moneyTikTok: https://www.tiktok.com/@meaning_over_moneyDaily Blog: https://travisshelton.com/blog Subscribe to the daily blog: https://shorturl.at/ipS35 Podcast Facebook Group: https://www.facebook.com/groups/370457478238932 Podcast website: https://www.travisshelton.com/podcast Travis's Instagram: https://www.instagram.com/travis_shelton_ YouTube: https://www.youtube.com/channel/UCasnj17-bOl_CZ0Cb9czmyQ
What would happen to your family if something happened to you? What would happen to you if something happened to your spouse? In today's episode, host Travis Shelton explains why it's critically important to protect our families with life insurance, how much you might need, and how to get it. If we're struck with the most heartbreaking of tragedies, we need to make sure our family is protected financially. It's enough to mourn the loss of a partner…..we don't need sudden financial turmoil to strike at the same time. While never fun to discuss, this topic can quickly, easily, and cheaply be taken care of.Referenced Episodes:405 - Budgeting 101: https://pod.fo/e/2a82dc406 - Sinking Funds 101: https://pod.fo/e/2a8e06407 - Personal Spending 101: https://pod.fo/e/2ab0bb408 - Income Fund 101: https://pod.fo/e/2ac860409 - Taxable Investing 101: https://pod.fo/e/2ae3d7If you have questions or would like to connect with us outside of the podcast, here's where you can find us: Instagram: https://www.instagram.com/meaning_over_moneyTikTok: https://www.tiktok.com/@meaning_over_moneyDaily Blog: https://travisshelton.com/blog Subscribe to the daily blog: https://shorturl.at/ipS35 Podcast Facebook Group: https://www.facebook.com/groups/370457478238932 Podcast website: https://www.travisshelton.com/podcast Travis's Instagram: https://www.instagram.com/travis_shelton_YouTube: https://www.youtube.com/channel/UCasnj17-bOl_CZ0Cb9czmyQ
Whenever we talk about investing, it's almost always through the lens of retirement investing. Retirement investing is awesome, no doubt. However, most families, in their pursuit of focusing their energy on retirement, miss out on an important and powerful opportunity. What if you need/want some of your assets before age 60? A wedding? A car? College? An earlier-than-60 income stream? Most people must bide their time until they hit the magical retirement age to tap their assets. In today's episode, host Travis Shelton explains another angle to approach your investing game. Your future self will thank you for this one! Referenced Episodes: 405 - Budgeting 101: https://pod.fo/e/2a82dc 406 - Sinking Funds 101: https://pod.fo/e/2a8e06 407 - Personal Spending 101: https://pod.fo/e/2ab0bb 408 - Income Fund 101: https://pod.fo/e/2ac860 If you have questions or would like to connect with us outside of the podcast, here's where you can find us: Instagram: https://www.instagram.com/meaning_over_money TikTok: https://www.tiktok.com/@meaning_over_money Daily Blog: https://travisshelton.com/blog Subscribe to the daily blog: https://shorturl.at/ipS35 Podcast Facebook Group: https://www.facebook.com/groups/370457478238932 Podcast website: https://www.travisshelton.com/podcast Travis's Instagram: https://www.instagram.com/travis_shelton_ YouTube: https://www.youtube.com/channel/UCasnj17-bOl_CZ0Cb9czmyQ
One of the hardest nuances to manage in our finances is dealing with an inconsistent income. While some people might get a salary or work a consistent set of hours, many rely on commissions, royalties, bonuses, and varying hours to feed their family. One month might pay $15,000, and the next $2,000. It can be a whipsaw of emotion, ranging from euphoria to panic. In today's episode, host Travis Shelton explains how he coaches families through this dynamic. If done well, we can take the most volatile income on earth and make it more stable than even salaried positions. If you have an inconsistent income, this one could transform the way you handle money. Referenced Episodes:405 - Budgeting 101:https://pod.fo/e/2a82dc406 - Sinking Funds 101:https://pod.fo/e/2a8e06407 - Personal Spending 101:https://pod.fo/e/2ab0bbIf you have questions or would like to connect with us outside of the podcast, here's where you can find us: Instagram:https://www.instagram.com/meaning_over_moneyTikTok:https://www.tiktok.com/@meaning_over_moneyDaily Blog: https://travisshelton.com/blog Subscribe to the daily blog: https://shorturl.at/ipS35 Podcast Facebook Group: https://www.facebook.com/groups/370457478238932 Podcast website: https://www.travisshelton.com/podcast Travis's Instagram: https://www.instagram.com/travis_shelton_ YouTube: https://www.youtube.com/channel/UCasnj17-bOl_CZ0Cb9czmyQ
BTCY and BTCY.B are covered call strategy income ETFs that trade on the TSX. They hold underlying spot bitcoin ETFs and do a covered call strategy to earn a premium which they then pay to share holders as dividends. Is this a good option for people that want price exposure to bitcoin while also wanting income? Where I buy Bitcoin (Non-KYC options) https://bitcoinwell.com/referral/bitcoinnotcrypto Need help on how to buy btc on Bitcoin well? https://youtu.be/-52aEY3LIFs Join my BTC Discord and book a Free 1on1 call https://discord.gg/PY5tKvAamB Fund my Documentary "The Land of Volcanos and Bitcoin" https://geyser.fund/project/thelandofvolcanosandbitcoin Follow me on Nostr npub1zqm9zant0rxf49wfgw8pt5h0j50cetfes6hwa73u7sxstlzcsz8qh6x9fs Movies I've made https://amzn.to/3FtVKmr https://amzn.to/3FtVKmr https://amzn.to/3FtkmM6 https://amzn.to/3s43FE8 Alternative Dwelling Documentaries https://youtube.com/playlist?list=PL8TC5LCUPfit4qO8aiIh_iHtC2xFWtIzA --- Support this podcast: https://podcasters.spotify.com/pod/show/bitcoinnotcrypto/support
What is driving the demand for bonds? What makes a bond fund tick? We talk with a fund manager to find out. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
Nosipho Radebe speaks to Izak Peterson, CEO at Dipula Income FundSee omnystudio.com/listener for privacy information.
On September 24, Fidelity Investments Canada hosted FOCUS 2024 Montreal – a bi-lingual event connecting our portfolio managers directly with advisors. For French podcasts from the event, please keep an eye on our DialoguesFidelity podcast, those will be released soon. Today's podcast brings you Adam Kramer and Scott Mensi's session from the event, focusing on fixed income, and their fund Fidelity Tactical High Income Fund, managed alongside Ford O'Neil and Ramona Persaud. This event was a homecoming for Adam, portfolio manager, who is originally from Montreal and shares a bit about his journey that brought him to Fidelity in Boston. Among other topics he also shares how the fund is built and has had a strong process driven approach over time. Scott, institutional portfolio manager, shares the various asset classes that make up the fund, and how those have shifted over time. Please note, there were a few charts shown to the live audience during the event. Recorded on September 24, 2024. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fourth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2024 Environics' Advisor Digital Experience Study.
Bluefield Partners managing partner James Armstrong talked with Proactive's Stephen Gunnion about the latest performance and future outlook for the Bluefield Solar Income Fund (LSE:BSIF). Releasing results for the year to 30 June, 2024, Armstrong highlighted that despite facing some headwinds, including lower radiation levels and a slight dip in production, the fund successfully delivered an 8.8 pence per share dividend, which is one of the highest in the infrastructure sector. This translates to a dividend yield of around 8.3%, a highly attractive return for shareholders. Armstrong emphasised the fund's proprietary pipeline of 1.5GW of solar assets, with 800MW ready to build. He also discussed the strategic importance of Bluefield Solar's partnership with GLIL and their ongoing focus on capital allocation through share buybacks and reducing revolving credit. Furthermore, the fund's ESG initiatives were spotlighted, having generated renewable energy sufficient to power 300,000 UK homes in the last year. "The most pleasing thing for us was that we have executed what we agreed with our shareholders, creating liquidity and preparing for future growth," Armstrong said. To hear more about the Bluefield Solar Income Fund's plans, its development pipeline, and its growth strategy for the future, check out the full interview. Visit Proactive's YouTube channel for more videos, and don't forget to give the video a like, subscribe to the channel, and enable notifications for future content. #BluefieldSolar #RenewableEnergy #ESGInvesting #SolarEnergy #IncomeFund #DividendInvesting #ShareholderValue #ProactiveInvestors #JamesArmstrong #UKInvesting #CleanEnergy #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
The Moose on The Loose helps Canadians to invest with more conviction so they can enjoy their retirement. Download The Canadian Rock Stars List, a selection of the safest dividend stocks in Canada: https://moosemarkets.com/rockstars Webinar Withdrawing Money at Retirement: https://moosemarkets.com/webinar Webinar Replay: Dividend Income For Life : https://www.dividendstocksrock.com/dividend-income
Oral Arguments for the Court of Appeals for the First Circuit
Tax-Free Fixed Income Fund for PR Residents, Inc. v. Ocean Capital LLC
We'd love to hear from you. What are your thoughts and questions?SummaryDenis Shapiro discusses what to look for in an income fund and the risks of investing in private equities. He emphasizes the importance of understanding the safety and collateralization of the assets in an income fund and the track record of the fund manager. He also explains the difference between closed-ended funds and evergreen funds, highlighting the potential risks of evergreen funds. Shapiro advises using LinkedIn to educate oneself and learn the language of real estate investing before attending meetups. He also discusses the benefits of investment clubs and the misconceptions about real estate syndication and investing in affordable housing.Main Points:When investing in an income fund, it is important to understand the safety and collateralization of the assets and the track record of the fund manager.Closed-ended funds have a set time period and money cannot go in and out, while evergreen funds allow for liquidity but can be risky.Using LinkedIn to educate oneself and learn the language of real estate investing before attending meetups can be beneficial.Investment clubs can provide opportunities for pooling resources and sharing knowledge.There are misconceptions about the passive nature of real estate syndication and the tax benefits of commercial real estate investing.Investing in affordable housing can provide a barrier of entry and a long-term exit plan.Investing with partners who are operators rather than just capital raisers can lead to more active involvement and better decision-making.Proper due diligence is crucial when investing in real estate syndication.Connect with Denis Shapiro:denis@sihcapitalgroup.com@sihcapitalgroup8963http://SIHCapitalGroup.comhttps://www.linkedin.com/in/denisshapiro/https://www.facebook.com/sihcapitalgroup
Bluefield Partners managing partner James Armstrong discusses the Bluefield Solar Income Fund's financial performance with Proactive's Stephen Gunnion. In the quarter to 31 March, 2024, the Fund showed resilience, with NAV dropping only slightly due to effective power hedging strategies against fluctuating power prices. The income strategy, which has been consistent since its IPO 11 years ago, includes a significant percentage of power sales hedged for 2024 and 2025, maintaining an income product with a prospective yield of over 8% for shareholders. Armstrong highlighted the Fund's shareholder strategies, including a share buyback program, which bought back 2.45 million shares in March and continues towards a target of £20 million. Despite a 20% discount to net asset value, the Fund reported the strongest financial performance in over a decade, attributed to strategic management and market conditions. Additionally, Armstrong detailed a strategic partnership with GLIL Infrastructure, signaling a long-term commitment to infrastructure investments and asset management aimed at boosting liquidity and reducing company debt. #BluefieldPartners, #SolarIncomeFund, #JamesArmstrong, #FinancialPerformance, #QuarterlyUpdate, #PowerHedges, #InvestmentStrategy, #ShareholderValue, #DividendYield, #NAV, #ShareBuyback, #InfrastructureInvestment, #RenewableEnergy, #UtilityFunds, #MarketConditions, #InvestorRelations, #StrategicPartnership, #GloPartnership, #EnergySector, #BluefieldSolar #ProactiveInvestors #invest #investing #investment #investor #stockmarket #stocks #stock #stockmarketnews
‘We think there are growing risks of losses...if you are focused on the highest yield at the lowest possible volatility': Lyle Sankar – head of fixed income, PSG Asset Management.
‘It's important that underlying fund managers price credit risk appropriately in their portfolios': Michael Kruger from Morningstar SA.
Interview With Quinn McArthur and Eric ScharagaLegacy Land Income Fund: Passive Income for The Business Investor#LegacyLandFund #Land-Note-Investing #Quinn-McArthur #Eric-ScharagaHi, and welcome to the show!On today's show I have the pleasure of welcoming former Special Forces Green Beret and founder of Apex Capital and Legacy Land Fund, Mr Quinn McArthur and Eric Scharaga to talk about how you can create passive income through land note investing.Living in Ponte Vedra Beach, FL with his wife and three children, Quinn McArthur is a real estate investor, founder of Apex Capital and co-founder of Legacy Land Fund, which focuses exclusively on land investments. Quinn is a West Point graduate and former Green Beret, who combines the principles instilled through hisexperience to pave the way for his journey into full-time investing. He's passionate about fusing the intersection of faith and business and stewarding the opportunity to advance the kingdom of God through the vessel of real estate. After working for one of the largest private commercial real estate developers in the nation, Quinn knew he desired the autonomy to pursue real estate according to his own convictions and do so alongside others who shared those same values. This led first to the launch of Apex Capital and then to co-founding Legacy Land Fund (focused on passive income generation through land note investing) alongside his partner, Eric Scharaga.Legacy Land Income Fund follows a powerful investment strategy of purchasing discounted seller-financed land notes and providing specialty lending programs for land investors. Accredited investors can buy shares in the fund and earn a preferred monthly income. With a focus on safety and innovation, the fund is redefining real estate investment by addressing market gaps and offering secure, predictable returns.To learn more about the topics discussed, or to contact Quinn directly, click the link below.Disclosure of Material Connection: This is a “sponsored post.” My Future Business is disclosing this in accordance with the Federal Trade Commission's 16 CFR, Part 255: “Guides Concerning the Use of Endorsements and Testimonials in Advertising.”
Brenda Langenfeld, lead portfolio manager for the Nuveen Preferred and Income Opportunities Fund and the Nuveen Variable Rate Preferred and Income Fund, says that conditions are favorable on a number of different levels, setting up preferred securities for a strong year ahead as interest rates move lower in the year ahead. She noted that heightened banking regulatory oversight will be favorable for credit investors, that positive fundamentals suggest stability and growth and that valuations are at levels "that present a capital appreciation opportunity over the next year."
Relebogile speaks to Mike van der Westhuizen a Portfolio Manager at Citadel about the current landscape of SA Income Funds. See omnystudio.com/listener for privacy information.
Dipula Income Fund has reported an 1.8% increase in net property income and in an improvement in vacancy levels but this did not filter through to the REIT's bottom line as distributable earnings fell 6.9%. Business Day TV caught up with the company's CEO, Izak Petersen for further insight on the full-year performance.
Brian Price, head of investment management at Commonwealth Financial Network, says it's hard to make a case for risk assets like stocks to move much in either direction and the mixed signals extend to the economy, which he believes will avoid the extreme moves in either direction. As a result, he discounts the potential for an economic hard landing -- despite expecting below-average economic growth -- despite expecting lackluster performance as current conditions play out into next year. Similar sentiments were expressed by Thomas Winmill, manager of the Midas Fund, who notes that gold has been a better hedge for inflation of late than it was at the start of the interest rate-hike cycle, but who notes that the real potential in precious metals moving forward will be more about total return of the asset compared to stocks. Winmill, who also manages Dividend and Income Fund, says he expects a coming downturn to strengthen the many buys he currently sees for investors willing to look past the few stocks that have led the current rally. Also on the show, Jill Gonzalez discusses WalletHub's analysis that a small Federal Reserve rate hike will directly cost Americans billions of dollars in extra interest charges, Lester Jones talks the latest business conditions survey out this week from the National Association for Business Economics -- which shows surprising optimism among economists -- and Chuck answers a listener's question about investing for income.
I speak to Fundrise Co-Founder and CEO, Ben Miller, about his outlook for real estate, where he sees opportunity, and when to be careful regarding an impending recession. We go deep into subjects around inflation, mortgage rates, big picture trends, and investment opportunities on the credit side. One of the main reasons why I like Fundrise is due to Ben Miller's cautious nature about business and investments. As a steward of capital, I want the steward to look out for landmines everywhere. If you'd like to invest in the Income Fund and explore other investment opportunities, you can sign up with Fundrise here. If you enjoy this episode, please share, rate, and subscribe. It helps the FS podcast grow! Subscribe To Financial Samurai Join 60,000+ others and sign up for my free weekly newsletter so you never miss a thing. You can also get every post I publish immediately in your inbox by signing up here.
Saudi Arabia and Russia, the world's biggest oil exporters, deepened oil cuts on Monday, sending prices higher despite concerns over a global economic slowdown. Today's Stocks & Topics: China and The Semiconductor Industry, Labor Market, ZM - Zoom Video Communications Inc., PANW - Palo Alto Networks Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, PHM - PulteGroup Inc., TPH - Tri Pointe Homes Inc., BRKB - Berkshire Hathaway Inc. Cl B, Federal Trade Commission (FTC) Chair Lina Khan. Justin's PERSPECTIVE establishes a 'high level overview' of the historical aspects of the U.S. economy.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods. Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be willing to accept some short term volatility in order to achieve this. For more on Nedgroup Investments, visit: nedgroupinvestments.com LinkedIn · YouTube
The Nedgroup Investments Flexible Income Fund aims to outperform cash/money market funds by 1-2% over reasonable time periods. The Fund has an excellent track record of achieving this over time, while protecting investors capital over almost all rolling 3-month periods. Mohini Naidoo, Senior Investment Analyst at Nedgroup Investments speaks to portfolio manager Philip Liebenberg (Abax Investments) about how he manages to balance these risk and return objectives, and why investors need to be willing to accept some short term volatility in order to achieve this. For more on Nedgroup Investments, visit: nedgroupinvestments.com
While investment markets have been challenging, convertible securities offer attractive yields with low duration while providing investors with the ability to participate in the potential for equity market returns. Learn more from F. Barry Nelson, Partner and Senior Advisor at Advent Capital Management, a leader in managing convertible securities. Advent Capital Management is the Investment Adviser of the Advent Convertible and Income Fund, ticker AVK, which aims to provide total return through a combination of capital appreciation and current income. The Servicing Agent for the Fund is Guggenheim Funds Distributors.
Matt Freund, co-chief investment officer/head of fixed-income strategies at Calamos Investments, says he expects interest rates to settle in and remain stable for quite a while before trending down; he expects more volatility in longer-term bonds, which will make it harder for investors to get comfortable lengthening duration ahead of rate cuts that, under good circumstances, should arrive in 2024. Freund also discusses the private credit market, and Calamos' new closed-end interval fund, the Calamos Aksia Alternative Credit and Income Fund (ticker CAPIX), which just opened this week.
Clyde McGregor and Alex Fitch, Portfolio Managers of the Oakmark Equity and Income Fund, as well as Colin Hudson and Adam Abbas, Portfolio Managers of the Oakmark Equity and Income Fund and Oakmark Bond Fund, review and discuss recent market trends, fund performance, and portfolio positioning.
Market risks remain elevated as higher interest rates and other financial conditions slow economic activity. But with a diversified portfolio of high-quality income producing equities, investors may find downside protection and upside participation at typically lower risk and volatility than the broader market. Learn about the benefits and potential opportunities of income-oriented equities from Peter Vanderlee, Managing Director at Franklin Templeton affiliate ClearBridge Investments, and Portfolio Manager of LMP Capital and Income Fund, ticker SCD. The LMP Capital and Income Fund, ticker SCD, seeks total return with an emphasis on income by, under normal market conditions, investing at least 80% of the sum of its average daily net assets in a broad range of equity and fixed income securities of both U.S. and foreign issuers.
In this episode of ETF Battles, Ron DeLegge @etfguide referees an audience requested triple header between high yield income funds from Cornerstone Strategic Value (CLM), Simplify Volatility Premium ETF (SVOL) and the iShares 20+ Year US Treasury BuyWrite ETF (TLTW). Program judges Tom Psarofagis at Bloomberg and Mike Akins at ETF Action analyze this high yield high income contest see which ETF is the better choice. Which fund wins? The answer may surprise you! Each ETF is judged against the other in key categories like cost, exposure strategy, performance, yield and a mystery category. Find out who wins the battle!*********ETF Battles is sponsored by Direxion Investments Direxion Daily Leveraged & Inverse ETFs. Know the risks. Proceed Boldly. Visit http://www.Direxion.com
Prime Meridian Capital executive team members Don Davis (CEO) and Sean Bill (CIO) discuss the success of the firm's multiple credits funds amid difficult market conditions. They explain their firm's approach to risk management, share their view of the The Fed and interest rates, and offer potential market movements they're prepared for. Prime Meridian Capital Management is a San Francisco Bay Area private credit fund manager. The firm's Income Fund won the HedgeWeek US Award for Best Credit Hedge Multi-Strategy Hedge Fund in 2022.Don Davis is the CEO and Portfolio Manager of Prime Meridian Capital Management where he oversees day-to-day management of the firm. Davis has been a top ranked portfolio manager multiple times throughout his career. In addition to his firm's recent HedgWeek award, he previously served as President and Portfolio Manager of Novus Investments when Novus was ranked #1 in the US for total performance over both a 5 and a 7 year period from 2007-2013.Sean Bill is the Chief Investment Officer and Portfolio Manager of Prime Meridian Capital Management where he manages the firm's global portfolio and oversees the investment process. Prior to joining, Sean served as the Treasurer & Chief Investment Officer at the VTA where he was responsible for the management and oversight of a multi-billion-dollar multi-asset class portfolio. Sean was named to Chief Investment Officer Magazine's Power 100 list of the most influential institutional investors globally for——————————————————————Watch this video on YouTube: https://www.youtube.com/c/SALTTube/videosFor podcast transcripts and show notes, visit https://www.salt.org/Moderated by Anthony Scaramucci. Developed, created and produced by SALT Venture Group, LLC.
In this episode, Jim Garrity addresses the risk of instant privilege loss - attorney-client, work-product, or any other privilege - in depositions, absent immediate objection and an instruction not to answer (and an immediate demand for return of privileged documents, if applicable). He discusses a decision where a court found that a plaintiff waived the attorney-client privilege by answering just three questions over two minutes, because there had been no objection or instruction not to answer by the plaintiff's counsel.By the way, have you checked out the 4th edition of Jim Garrity's blockbuster practice handbook on depositions? It's now out! 615 pages, detailed table of contents, and cover to cover with expert practice tips and insights, backed up by thousands of on-point citations to court rulings on deposition-related topics. Available on Amazon and just about everywhere else. Look for 10,000 Depositions Later: The Premier Litigation Guide for Superior Deposition Practice. It's the ultimate user's guide and handbook on deposition tips, tactics & strategies for civil, administrative, and arbitrative proceedings.SHOW NOTESLuna Gaming-San Diego, LLC v. Dorsey & Whitney, LLP, et al., 2010 WL 275083, No. 06-cv-2804 BTM (WMc) (S.D. Cal. Jan. 13, 2010) (finding waiver of privilege in deposition, in absence of objection, to three questions and two minute discussion about a privileged document)Neuberger Berman Real Est. Income Fund, Inc. v. Lola Brown Tr. No. 1B, 230 F.R.D. 398 (D. Md. 2005) (colorable good faith assertion of privilege, even if ultimately rejected by the court, is different from an improper objection, because the privilege objection must be made to avoid waiver, because it implicates substantive rights of the party apart from the litigation, and because it serves to prevent depositions from becoming tools for abuse)ADDED AFTER EPISODE AIRED:LifeBio, Inc. v. Eva Garland Consulting, LLC, No. 2:21-CV-722, 2023 WL 3258586, at *9 (S.D. Ohio May 4, 2023) (finding privilege waiver where, among other things, plaintiff's counsel allowed use of privileged document by opposing counsel in deposition; held, "..counsel waited over 300 days . . . after Defendant used the documents in a fully briefed summary judgment motion to attempt to clawback the documents, “long after the proverbial cat was out of the bag.” [Citations omitted.] Put simply, nothing about Plaintiff's attempts to rectify this situation was attentive, diligent, or even “reasonable.” Fed. R. Evid. 502(b)(3). Nor were they “prompt[ ]....”)
Clyde McGregor, Mike Nicolas, and Alex Fitch, Portfolio Managers of the Oakmark Equity and Income Fund, as well as Colin Hudson, and Adam Abbas, Portfolio Managers of the Oakmark Equity and Income Fund and Oakmark Bond Fund, review and discuss recent market trends, fund performance, and portfolio positioning.
Bob Leininger, Portfolio Manager at the Gabelli Funds, gives an overview of the Gabelli Equity Income Open End Fund, which is one of the anchor funds at the Gabelli organization.
With inflation, getting consumer prices reasonable is just a side effect. The main goal is actually to fight consumer price index inflation. In today's episode, Mike Zlotnik shared the historical data that will help us make successful decisions, how the Federal Reserve is fighting inflation, and how they are getting the consumer price under control.Mike dove deeper into Fed history, the reason behind increasing rates, and how the Fed is pushing rates as a demand construction mechanism. He also spoke about why today is still a good time to invest, the cyclical markets he's in, and why he is continuing to buy into them. All these and more, so listen now and find out the only way the Fed is fighting inflation!Remember, this is your MBA. Have a notepad handy, and get ready to take some notes!Key Points from This Episode: The multiple funds Mike is managing right now. How did Mike's current environment affect him and what he is doing? Why should fund managers prefer over communication to under communication? Mike shares the markets he's successful with and the plays he did. Why investment decisions today shouldn't be driven by the short-term horizon. What is the role of the Federal Reserve? Mike shares his opinion on how long rates will continue to go up. The only way to fight inflation. Fed's goal: get the consumer price under control. How does Mike encourage real estate investors and people who are finding their next deal in the current state of the economy? Mike explains why you can still invest today. The idea of dollar-cost averaging. What are some examples of cyclical markets and why is Mike staying in them? Tweetables:“We allocate capital into the opportunities and we adjust with the market and the times. And now is one of these times where volatility is up and certainty is up, and we're certainly adjusting as well.” – Mike Zlotnik“We believe in quality information on a periodic basis. Instead of spending a ton of time just putting out noise, we're trying to provide valuable updates and information.” – Mike Zlotnik“There is a relationship between unemployment and inflation. When you have very low unemployment, inflation generally spikes. It's called the Phillips Curve.” – Mike Zlotnik“We provide updates to investors as much as we can without making this a continuous process of just updates, updates, updates. They need to generate returns.” – Mike Zlotnik“By sitting and waiting for perfect timing, you may miss the market.” – Mike ZlotnikLinks Mentioned:Big Mike Fund WebsiteMike Zlotnik on LinkedInAbout Mike ZlotnikMike Zlotnik has been a real estate investor since 2000. He started his career and had spent nearly 15 years in the information technology field managing Risk, Business Intelligence and Quality.While building a successful carrier in IT, Mike's passion has always been real estate investing because of its outcome predictability and well-understood risks.In 2009, Mike joined Tempo Funding, LLC (Mortgage Pool Fund) as a managing partner, and Vice President of funding operations.Starting from January 2014, Mike has assumed the responsibility of the CEO and has since founded TF Management Group, LLC, launching several new real estate investment funds, including but not limited to: TF Investment Fund II LLC (Income Fund), Tempo Opportunity Fund LLC (Growth & Income Fund) and Tempo Growth Fund LLC (Growth Fund). Under Mike's Leadership, the company has seen transformation and growth, delivering strong returns for their investors.
Thomas Winmill, manager of the Midas Fund and the Dividend and Income Fund, says that investors have to adjust their psychology to recognize that it is a preserve of value, and while it has struggled this year in its traditional role as a hedge against inflation, it will hold up well against bonds, where investors have been lured by higher yields that look good but can't keep pace with inflation. Winmill says central bankers around the world have been buying it and that they have a good track record for timing a recovery, which he thinks will happen gradually ove the next three to six months as the dollar weakens. Winmill notes that investors who have tried to use cryptocurrency instead of gold as an inflation hedge have suffered much larger losses than gold investors this year. Also on the show, Tom Lydon of VettaFi.com takes an unusual step -- pegged to this week's election -- as his pick for ETF of the Week is influenced by politics, and Mike Bailey, director of research at FBB Capital Partners, talks about "beat and raise" stock investing in the Market Call.
On October 13-14, Fidelity Investments Canada proudly hosted an in-person event for financial advisors featuring several Fidelity portfolio managers and subject-matter experts. On today's FidelityConnects podcast we're bringing you one of these sessions, featuring a discussion between moderator Pat Bolland with Adam Kramer, Portfolio Manager, and Scott Mensi, Institutional Portfolio Manager. Adam manages Fidelity Tactical High Income Fund, a diversified income solution that can offer the potential for enhanced yield while employing active asset allocation to take advantage of market opportunities. Adam and Scott share how the fund is currently positioned, how the positioning has actively shifted over time, and where they see these challenging markets going. With Pat, Adam and Scott also field questions from the live audience. Recorded on October 13, 2022. At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics' Advisor Digital Experience Study.
Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.
"The Federal Reserve is poised for another jumbo interest rate hike. The Shelton Equity Income Fund (EQTIX) can combat inflation. EQTIX has paid dividends since 1997. Currently, the fund's 12-month trailing yield is in the top 5% of its Morningstar derivative income category among open-end mutual funds. With the elevated VIX, how can investors protect their portfolios from increased volatility and take advantage of stock market ups and downs? Now is the death of the 60/40 portfolio," says Nick Griebenow. EQTIX top holdings include Microsoft (MSFT), Berkshire Hathaway (BRK/B), McKesson (MCK), Apple (AAPL), and Amazon (AMZN).
Exposure to the preferred securities sector provides a degree of portfolio diversification investors may not get from traditional fixed income. In this CEF Insights Podcast episode, Nuveen portfolio managers discuss how preferred securities strategies can help investors navigate current market challenges, and the outlook for the preferred sector and broader market. Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions including preferred securities. Its Nuveen Preferred and Income Fund, ticker JPT, Nuveen Preferred and Income Opportunities Fund, ticker JPC, Nuveen Variable Rate Preferred and Income Fund, ticker NPFD, and Nuveen Preferred and Income Term Fund, ticker JPI, aim to generate current income and total return.
Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.
Worker productivity fell 7.5% to start 2022 at its harshest pace in nearly 75 years while labor costs soared 11.6%. Today's Stocks & Topics: MYRG - MYR Group Inc., Value Stocks, TWTR - Twitter Inc., PANW - Palo Alto Networks Inc., NKE - Nike Inc. Cl B, T - AT&T Inc., VZ - Verizon Communications Inc., AAON - AAON Inc., GLV - Clough Global Dividend & Income Fund, Close-End Funds, The Stock Market. Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Oil and Gasoline.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Hear about the strategy of an innovative income fund that could help advisors navigate a rising rate environment. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.
Clyde McGregor, Colin Hudson, and Adam Abbas, portfolio managers of Oakmark Equity & Income Fund, review and discuss recent market trends, fund performance, and portfolio positioning.
Josh Jalinski, The Financial Quarterback, is joined by Chartered Philanthropic Advisor, Les Winston, Founder of SocialSeCharity.org. He specializes in utilizing Section 664 of the tax code to build endowments and lower tax bills and has over 25 years of experience. He joins us to discuss tax strategies with a focus on A Little-Known Tax Break The Rich Use in Section 664 - also known as 'SocialSeCHARITY' and how middle-income earners can use it too! In this segment, Josh and Les talk about the benefits of the "pooled income fund." Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter, and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.
Audition Template: 1 Mono Host track (with Speech Volume Leveler), 1 Mono Interview track (with Speech Volume Leveler), 1 Stereo Sound FX with effects, 1 Stereo Music Bed track. 44.1k, 16 bit, Stereo Master.
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