Investing Principles

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

November 10, 2017

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

Watch the related WEALTHTRACK episode.

DON’T THROW OUT THE BABY WITH THE BATHWATER

November 3, 2017

DON’T THROW OUT THE BABY WITH THE BATHWATER,

IN THIS CASE MORNINGSTAR’S WIDELY USED FIVE- STAR RATING SYSTEM FOR MUTUAL FUNDS.

Watch the related WEALTHTRACK episode.

MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO

September 29, 2017

MAKE SURE YOU HAVE A SAFE HAVEN ASSET IN YOUR PORTFOLIO

  • Gold: A logical choice
  • Universally recognized and traded as safe haven
  • Minerd recommends maximum 5% holding
  • Jean-Marie Eveillard recommends maximum 10%
  • Buying gold is a hassle
  • Alternative is gold ETF
    • SPDR Gold Shares (GLD)
    • iShares Gold Trust (IAU)

Watch the related WEALTHTRACK episode.

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 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.

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