Funds

SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

May 26, 2017

SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

  • Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods
  • Over last 5 years, 63% of actively-managed bond funds outperformed passive funds

Watch the related WEALTHTRACK episode.

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

May 5, 2017

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

Watch the related WEALTHTRACK episode.

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

April 28, 2017

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES

  • Large-cap stocks dominate U.S. stock index funds
  • Mid-cap & small-cap stocks are under-owned
  • Few of us own mid or small-cap foreign companies, or emerging market stocks

Watch the related WEALTHTRACK episode.

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.

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