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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.

These Self-Made Billionaires Prove Piketty Wrong about Wealth
These Self-Made Billionaires Prove Piketty Wrong about Wealth
June 3, 2015

Many of us are aware that 400 billionaires appear on Forbes’ list of the wealthiest Americans. But if you had to guess what percentage of them is self-made, what would you say? A quarter? A third?

These Are the 8 Busiest Airports in the World
These Are the 8 Busiest Airports in the World
May 28, 2015

I spend a lot of time in airports as I travel to and from speaking engagements and other events...

Clearing Up CNBC's Haze
Clearing Up CNBC's Haze
May 13, 2015

Yesterday on CNBC, I was asked about my investment firm’s previous investment in Uranium One, “Were you in a position to benefit from approval of this deal...

A Tale of Two Economies: Singapore and Cuba
A Tale of Two Economies: Singapore and Cuba
March 26, 2015

It would be nearly impossible to find two world leaders in living memory whose influence is more inextricably linked to the countries they presided over...

Why This Airline Just Landed in the S&P 500 Index
Why This Airline Just Landed in the S&P 500 Index
March 23, 2015

For the first time in its 84-year history, American Airlines was cleared for landing in the S&P 500 Index. Joining rivals Southwest Airlines and Delta Air Lines...

The Airline Industry Ascended to New Records in 2014
The Airline Industry Ascended to New Records in 2014
March 16, 2015

Just as the U.S. economy is in full-recovery mode, so too is the airline industry. It’s lately made an impressive about-face from only a decade ago and, in 2014, soared to several new...

Skin-in-the-Game Investing: Why It Matters
Skin-in-the-Game Investing: Why It Matters
March 9, 2015

Seven hundred forty million dollars.That’s how much Bill Gross has reportedly invested of his own cash into the bond fund he manages at Janus Capital Group...

Could Apple Buy a Third of the World’s Gold?
Could Apple Buy a Third of the World’s Gold?
March 2, 2015

First it revolutionized the personal computing business. Then, with the launch of the iPod in 2001, it forced the music industry to change its tune...

Global Airline Stocks Soaring, and Not Just Because of Low Oil Prices
Global Airline Stocks Soaring, and Not Just Because of Low Oil Prices
February 12, 2015

The airline industry is notoriously competitive. There’s even an old joke: If you want to make a million dollars in the airline business, you need to start with two million...

Building a Slam-Dunk Portfolio with Municipal Bonds
Building a Slam-Dunk Portfolio with Municipal Bonds
February 6, 2015

What do Johnny Unitas, Scottie Pippen and Mike Tyson all have in common? If you said they’re former professional athletes, you win a door prize. The answer I was looking...

Net Asset Value
as of 07/17/2019

Global Resources Fund PSPFX $4.62 0.03 Gold and Precious Metals Fund USERX $8.55 0.33 World Precious Minerals Fund UNWPX $3.04 0.12 China Region Fund USCOX $8.94 -0.01 Emerging Europe Fund EUROX $7.16 0.02 All American Equity Fund GBTFX $24.57 -0.20 Holmes Macro Trends Fund MEGAX $16.95 -0.10 Near-Term Tax Free Fund NEARX $2.22 No Change U.S. Government Securities Ultra-Short Bond Fund UGSDX $2.00 No Change