ACTION POINT

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER

March 24, 2017

ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER AND HIS OR HER FIRM

Watch the related WEALTHTRACK episode.

DE-RISK YOUR BOND PORTFOLIO

February 24, 2017

DE-RISK YOUR BOND PORTFOLIO

2016 High Performers:

  • U.S. High Yield Bonds +17.1%
  • Emerging Market Debt+10.2%
  • Economy improving
  • Fed prepared to raise rates again
  • Political uncertainty building

Watch the related WEALTHTRACK episode.

MAXIMIZE YOUR AFTER TAX RETURNS

February 17, 2017

MAXIMIZE YOUR AFTER TAX RETURNS

Watch the related WEALTHTRACK episode.

DE-RISK YOUR PORTFOLIO

February 10, 2017

DE-RISK YOUR PORTFOLIO

  • 8 years into a Bull market
  • Many indexes trading near record levels
  • Time to take some money out of the market

Watch the related WEALTHTRACK episode.

MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO

February 3, 2017

MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO

Watch the related WEALTHTRACK episode.

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