Risk

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.

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.

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