Risk

DE-RISK YOUR PORTFOLIO

February 10, 2017

DE-RISK YOUR PORTFOLIO

  • 8 years into a Bull market
  • Many indexes trading near record levels
  • Time to take some money out of the market

Watch the related WEALTHTRACK episode.

MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR

December 23, 2016

MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR

Watch the related WEALTHTRACK episode.

UNDERSTAND YOUR RISK TOLERANCE

September 30, 2016

UNDERSTAND YOUR RISK TOLERANCE

Watch the related WEALTHTRACK episode.

BE AWARE OF THE MARKET RISK IN INDEX FUNDS

June 24, 2016

BE AWARE OF THE MARKET RISK IN INDEX FUNDS

BASIC INDEX FUNDS’ ADVANTAGES

  • Broad, unfiltered & unhedged exposure to market
  • Low fees and tax consequences

BASIC INDEX FUNDS’ DISADVANTAGES:

  • Exposure to all companies in index: good & bad, expensive and cheap, profitable & unprofitable

Watch the related WEALTHTRACK episode.

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS

January 8, 2016

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS

Watch the related WEALTHTRACK episode.

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