Tag: Action Point

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.

DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

October 6, 2017

DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

Term Life Insurance

  • Immediate cash to cover expenses
  • Tax-free

Permanent Life Insurance

  • Can borrow from in retirement
  • Many have imbedded annuitization which can be turned into a guaranteed income stream for life
  • Some policies offer long-term care riders to use for long-term care

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 INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

September 15, 2017

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

U.S. Socially Responsible Investments in 2016

$8.72 Trillion

    MORNINGSTAR FAVORITES

  • Calvert Funds
  • Parnassus Funds
  • Parnassus Fund (PARNX)
    Large growth fund
    Strong long-term track record

PARNX Chart

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

Back to Top