Funds

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

April 14, 2017

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

  • Low cost, tax efficient, transparent
  • Represent every asset class:Stocks, bonds, commodities alternatives.

“From micro to mega caps, from Argentina to Vietnam, from Treasuries to junk bonds and from aluminum to wheat…”
– Matt Hougan

Watch the related WEALTHTRACK episode.

CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER

April 7, 2017

CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER

  • Most investors moving into passive index funds
  • Contrarian move would be to own a few actively managed funds
  • Add low turnover as a criteria

Watch the related WEALTHTRACK episode.

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

December 9, 2016

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

  • Periodically adjust back to pre-determined allocations
  • Trim big winners
  • Add to substantial laggards

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 A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

February 12, 2016

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

MUNI ADVANTAGE

  • Tax exempt from federal taxes
  • Some are exempt from state and local taxes
  • Pockets of municipal bond opportunity offering secure and attractive yields and returns
  • Can be a minefield financially and politically

Watch the related WEALTHTRACK episode.

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