ACTION POINT

September 22, 2017

DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT

    LONG-TERM CRITERIA

  • Risk-Adjusted Returns
  • Does the fund cushion you during market declines?
  • Inflation-Adjusted Returns – Does it protect your purchasing power?
  • Consistency of Investment Style & Discipline
  • Diversification of Holdings
  • Attention to Costs

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

September 15, 2017

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

    MORNINGSTAR FAVORITES

  • Calvert Funds
  • Parnassus Funds
  • Parnassus Fund (PARNX)
    Large growth fund
    Strong long-term track record

PARNX Chart

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

September 8, 2017

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

  • Automatic deposits to savings or tax-deferred accounts
  • Setting up a robo-account to automatically invest and rebalance your portfolio
  • Buying a Target Date Fund to prepare for your retirement
  • Automatic Dividend Reinvestment Plans

Watch the related WEALTHTRACK episode.

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

September 1, 2017

USE PASSIVE AND ACTIVE TO YOUR COMFORT LEVELS

    NO INTEREST IN INVESTING:

  • Choose index funds
  • Diversify globally & by asset class
  • Include safe haven investments
    e.g. Treasury bonds & Gold
    COMFORT LEVEL COMBINATION:

  • Core position in broad global stock index fund or ETF
  • Satellite positions in actively managed mutual funds
  • Possible Specialties: Small Cap Value, High-growth Tech, Global bonds, Real Estate Investment Trusts
    TRADITIONAL CHOICE:

  • Actively managed funds
  • Global & asset class diversification

Watch the related WEALTHTRACK episode.

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

August 25, 2017

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

COMPOUNDING POWER

    Companies with long history of paying and growing dividends
    “Dividend Aristocrats”

  • S&P 500 companies that have increased annual dividends for at least 25 consecutive years
  • DRIPs: Dividend Reinvestment Plans

  • Automatically reinvest dividends in new shares
    Popular dividend growing ETFs:

  • SPDR S&P Dividend ETF (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)

Watch the related WEALTHTRACK episode.

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