Risk

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

October 13, 2017

OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO

TIPS – Treasury Inflation-Protected Securities

    Kiplinger’s suggest:

  • Vanguard Short-Term
  • Inflation-Protected Securities ETF (VTIP)
  • – One of cheapest fund in category
  • – Focuses on TIPS maturing in less than 5 years

VTIP Chart

VTIP data by YCharts

Watch the related WEALTHTRACK episode.

DE-RISK YOUR BOND PORTFOLIO

February 24, 2017

DE-RISK YOUR BOND PORTFOLIO

2016 High Performers:

  • U.S. High Yield Bonds +17.1%
  • Emerging Market Debt+10.2%
  • Economy improving
  • Fed prepared to raise rates again
  • Political uncertainty building

Watch the related WEALTHTRACK episode.

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.

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