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Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.

Investor Beware! What Does the Illinois Budget Crisis Mean for Your Bond Fund?
Investor Beware! What Does the Illinois Budget Crisis Mean for Your Bond Fund?
July 6, 2017

A recent Capital Economics (CE) report shines an unforgiving light on Illinois’ ongoing budget woes—and what it finds isn’t pretty. The crisis...

San Francisco Named a Global Leader in Disruptive Innovation
San Francisco Named a Global Leader in Disruptive Innovation
June 29, 2017

When people think of San Francisco, they might think of the Golden Gate Bridge, cable cars, Chinatown, the 49ers or Giants. I’m a fan of all of those...

One Easy Way to Invest in the “Asian Century”
One Easy Way to Invest in the “Asian Century”
June 15, 2017

The 19th century belonged to the United Kingdom, the 20th century to the United States. Many market experts and analysts now speculate...

Hope for the Best but Prepare for the Worst (with Gold and Munis)
Hope for the Best but Prepare for the Worst (with Gold and Munis)
June 12, 2017

Last week investors shrugged off even more drama coming out of Washington. Stocks continued to rally and hit record highs, even as former FBI director James Comey...

Trump Bids Adieu to Paris Climate Agreement. What Does this Mean for Energy Investors?
Trump Bids Adieu to Paris Climate Agreement. What Does this Mean for Energy Investors?
June 5, 2017

Surprising no one, President Donald Trump announced his decision to withdraw the U.S. from the Paris climate agreement last week, highlighting...

5 Reasons to Consider Investing During This Summer Travel Season
5 Reasons to Consider Investing During This Summer Travel Season
June 1, 2017

The busy summer travel season is here yet again, and according to forecasts, this year could set a number of new records for airlines and highways...

5 Things You Need to Know from Last Week (Look What Gold Just Did!)
5 Things You Need to Know from Last Week (Look What Gold Just Did!)
May 30, 2017

It wa a whirlwind week. After attending two big conferences, I landed in Vancouver Friday where I presented at the International Metal Writers Conference...

Hedge Fund Managers Pour SALT on U.S. Stocks, Look to Europe
Hedge Fund Managers Pour SALT on U.S. Stocks, Look to Europe
May 22, 2017

Europe is back on the map. That was one of the main takeaways last week from the SkyBridge Alternatives (SALT) hedge fund conference in Las Vegas...

The 5 Costliest Financial Regulations of the Past 20 Years: A Timeline
The 5 Costliest Financial Regulations of the Past 20 Years: A Timeline
May 18, 2017

Last year, the Federal Register—the U.S. government’s depository of rules and regulations—hit an all-time high of 81,640 pages...

Let's Talk About Tax, Baby
Let's Talk About Tax, Baby
May 1, 2017

Last week I had the pleasure of attending Evercore ISI’s Energy Policy & Geopolitics Conference in Washington, D.C.

Net Asset Value
as of 09/20/2019

Global Resources Fund PSPFX $4.46 No Change Gold and Precious Metals Fund USERX $8.94 0.16 World Precious Minerals Fund UNWPX $3.27 0.05 China Region Fund USCOX $8.40 -0.11 Emerging Europe Fund EUROX $7.05 -0.03 All American Equity Fund GBTFX $24.81 -0.14 Holmes Macro Trends Fund MEGAX $16.91 -0.13 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change