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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.

America's New Emphasis on Fiscal Policy
America's New Emphasis on Fiscal Policy
March 20, 2017

For the third time in two years, the Federal Reserve lifted interest rates 0.25 percent last week following the previous week’s phenomenal jobs report...

The Bull Market Just Turned Eight. What Now?
The Bull Market Just Turned Eight. What Now?
March 13, 2017

Eight years ago last week, President Barack Obama gave investors a surprisingly hot trading tip. In office less than two months, he commented that we...

Why Commodities Could Be on the Verge of a Massive Surge
Why Commodities Could Be on the Verge of a Massive Surge
March 8, 2017

After finishing 2016 up 25 percent, commodities are getting another boost from bullish investors. Investment bank Citigroup forecasts commodity...

Disrupt... Or Get Disrupted
Disrupt... Or Get Disrupted
March 6, 2017

Last week I was in Vancouver attending YPO EDGE, the annual summit for business executives from more than 130 countries. YPO, which stands for...

The Diversification Benefits of Gold
The Diversification Benefits of Gold
March 1, 2017

Gold posted its second straight monthly gain in February, the first such time it has done so since the summer, when Brexit-fueled uncertainty shook...

5 Charts That Show 2017 Could Be a Banner Year for Retailers
5 Charts That Show 2017 Could Be a Banner Year for Retailers
February 23, 2017

Thursday morning, Treasury Secretary Steven Mnuchin told CNBC that we could expect “significant” tax reform by August, including tax cuts...

Gold Gets a Shot in the Arm from Inflation and China
Gold Gets a Shot in the Arm from Inflation and China
February 21, 2017

Inflation just got another jolt, rising as much as 2.5 percent year-over-year in January, the highest such rate since March 2012. Led by higher gasoline...

Want to Find the Opportunities? Follow the Sentiment
Want to Find the Opportunities? Follow the Sentiment
February 15, 2017

On Monday I had the opportunity to attend a conference at Goldman Sachs’ Dallas office. Among the dozens of money managers...

Trump’s Tax Plan Could Cost You. Here’s What to Do About It
Trump’s Tax Plan Could Cost You. Here’s What to Do About It
February 7, 2017

Top earners have traditionally been attracted to municipal bonds for their tax-exempt status at the federal and often state and local levels. In the wake of...

Investors Shift Back into Gold as Trump's Honeymoon Period Ends
Investors Shift Back into Gold as Trump's Honeymoon Period Ends
February 6, 2017

That didn’t take long. After little more than two weeks, President Donald Trump’s honeymoon with Wall Street appears to have been put on...

Net Asset Value
as of 10/21/2019

Global Resources Fund PSPFX $4.30 0.01 Gold and Precious Metals Fund USERX $8.47 -0.16 World Precious Minerals Fund UNWPX $3.00 -0.03 China Region Fund USCOX $8.89 0.07 Emerging Europe Fund EUROX $7.08 0.03 All American Equity Fund GBTFX $24.84 0.15 Holmes Macro Trends Fund MEGAX $16.89 0.25 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change