Jim Schlagheck is a wealth management professional who has counseled ultra-high-net-worth families, endowments and pension funds in the U.S., Europe, and the Middle East. He is a former senior executive of American Express Bank, UBS AG, Bank Julius Baer, and TAIB Bank. During his career, Schlagheck launched a family of mutual funds (now holding $4 billion), led teams of financial planners and investment advisers based in New York, Bahrain, and Geneva, Switzerland, and helped many high-profile clients to protect and enlarge their wealth. Jim has a blog on investment topics
Recent Articles By The Author
Marked differences exist among these funds, even those investing over the same time frame.
Getting an Edge With 'Fundamental Indices'
These new funds can beat actively managed and index funds.
Keep Shopping Overseas
International funds have hit hard times, but they still should hold a significant place in your portfolio.
Betting on Boomers for a Healthy Investment
With health stocks at such low prices, now is the time to bet on the needs of the aging generation.
Another Look at TIPS
It's possible to lose money on these bonds, and investors should hold off on buying them for now.