Investing Principles

STAY THE COURSE WITH YOUR FINANCIAL PLAN

November 11, 2016

STAY THE COURSE WITH YOUR FINANCIAL PLAN

Watch the related WEALTHTRACK episode.

DON’T TRY TO TIME THE MARKET

October 7, 2016

DON’T TRY TO TIME THE MARKET

Individual Investors’ Advantage over Professional Investors

  • Don’t have to worry about quarterly performance or beating a benchmark
  • For professional investors timing can be everything and getting it wrong can be devastating

Watch the related WEALTHTRACK episode.

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

August 12, 2016

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

REALITY CHECK

  • What is your reality?
  • What are you trying to do for yourself and your family?
  • What’s your savings plan?
  • How long is your investment horizon?
  • Can you handle market fluctuations without freaking out?

Watch the related WEALTHTRACK episode.

IMPROVE DECISION MAKING

July 29, 2016
READ DANIEL KAHNEMAN’S PHENOMENAL, EYE OPENING AND EXTREMELY ENTERTAINING BOOK “Thinking, Fast and Slow

Watch the related WEALTHTRACK episode.

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE SAFE HAVEN INVESTMENTS

July 15, 2016

HOLD SOME SAFE HAVEN ASSETS-CASH, U.S. TREASURY BONDS, GOLD, OR ALL THREE
SAFE HAVEN INVESTMENTS

Gold:

  • An insurance policy against disaster and traditionally a behavioral opposite to stocks
  • Morningstar Favorite:
    iShares Gold Trust ETF (IAU)

IAU Chart

IAU data by YCharts

Long Term Treasuries:

  • Non-correlated asset
  • Dampens portfolio volatility
  • A top rated ETF is:
    SPDR Barclays Long Term Treasury ETF (TLO)

TLO Chart

TLO data by YCharts

Watch the related WEALTHTRACK episode.

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