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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.

Midterm Elections: Gridlock Was the Best Possible Outcome
Midterm Elections: Gridlock Was the Best Possible Outcome
November 12, 2018

Celebrated value investor Benjamin Graham, who mentored a young Warren Buffett...

Investing vs. Speculating: Why Knowing the Difference Is Key
Investing vs. Speculating: Why Knowing the Difference Is Key
October 31, 2018

As the stock market bull potentially nears the end of its run and we head into the...

Are We Headed for a Passive Index Meltdown?
Are We Headed for a Passive Index Meltdown?
September 19, 2018

Without Googling, try to guess who said the following quote: “If everybody indexed...

Minute with the Trader: Meet Michael Matousek
Minute with the Trader: Meet Michael Matousek
September 11, 2018

With over 20 years’ worth of industry experience, Mike is responsible for...

Early-Stage Investing with Adam Sharp (EXCLUSIVE INTERVIEW)
Early-Stage Investing with Adam Sharp (EXCLUSIVE INTERVIEW)
August 30, 2018

For years, Adam Sharp has helped accredited and retail investors...

The 5 Dimensions of a Rich Life
The 5 Dimensions of a Rich Life
August 27, 2018

Studies show that mindfulness and having an attitude for...

Investing for the Long Term: A Conversation with Marc Lichtenfeld
Investing for the Long Term: A Conversation with Marc Lichtenfeld
August 20, 2018

One of Marc Lichtenfeld’s proudest moments was getting to ring...

What Does It Take to Be in the Top 1 Percent? Not As Much As You Think
What Does It Take to Be in the Top 1 Percent? Not As Much As You Think
August 1, 2018

The top 1% of taxpayers nationally have an annual income of at least $480,930.

From Mobile Games to Smart Cities: A.I. Leads Innovation
From Mobile Games to Smart Cities: A.I. Leads Innovation
July 9, 2018

Satori is a distributed, decentralized AI “mesh” that aims to aggregate the world’s...

Gold, World War II and Operation Fish
Gold, World War II and Operation Fish
June 5, 2018

I recently had the opportunity to see the excellent 2017 film Darkest...

Net Asset Value
as of 07/22/2019

Global Resources Fund PSPFX $4.68 No Change Gold and Precious Metals Fund USERX $9.10 0.12 World Precious Minerals Fund UNWPX $3.21 0.06 China Region Fund USCOX $8.89 -0.01 Emerging Europe Fund EUROX $7.17 -0.02 All American Equity Fund GBTFX $24.64 No Change Holmes Macro Trends Fund MEGAX $16.94 -0.04 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change