ACTION POINT

READ: THE SECOND MACHINE AGE

November 18, 2016

READ THE SECOND MACHINE AGE: WORK, PROGRESS AND PROSPERITY IN A TIME OF BRILLIANT TECHNOLOGIES

Watch the related WEALTHTRACK episode.

STAY THE COURSE WITH YOUR FINANCIAL PLAN

November 11, 2016

STAY THE COURSE WITH YOUR FINANCIAL PLAN

Watch the related WEALTHTRACK episode.

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

November 3, 2016

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

  • Equal dollar weight to all stocks in S&P 500
  • Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks

Watch the related WEALTHTRACK episode.

IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET

October 28, 2016

IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET

  • In less transparent, smaller, less liquid markets active managers can still make a difference
  • A combination of index funds & actively managed funds in areas such as corporate & municipal bonds, small cap stocks, & internationally based companies still makes sense

Watch the related WEALTHTRACK episode.

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

October 21, 2016

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

PREFERRED STOCKS:

  • A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure
  • Junior to bonds, but senior to common stocks in claims on assets
  • Currently yield more than investment grade bond equivalents
  • Bond interest is taxed at regular personal income tax rate
  • Most preferred stock dividends taxed at lower long-term capital gains rate

Burt Malkiel’s: “The ‘Preferred’ Path to Higher Returns

Watch the related WEALTHTRACK episode.

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