Tag: Action Point

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.

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

September 8, 2017

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

  • Automatic deposits to savings or tax-deferred accounts
  • Setting up a robo-account to automatically invest and rebalance your portfolio
  • Buying a Target Date Fund to prepare for your retirement
  • Automatic Dividend Reinvestment Plans

Watch the related WEALTHTRACK episode.

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

August 25, 2017

PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU

COMPOUNDING POWER

    Companies with long history of paying and growing dividends
    “Dividend Aristocrats”

  • S&P 500 companies that have increased annual dividends for at least 25 consecutive years
  • DRIPs: Dividend Reinvestment Plans

  • Automatically reinvest dividends in new shares
    Popular dividend growing ETFs:

  • SPDR S&P Dividend ETF (SDY)
  • Vanguard Dividend Appreciation ETF (VIG)

Watch the related WEALTHTRACK episode.

ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE

July 28, 2017
READ ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE

Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future

Watch the related WEALTHTRACK episode.

OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO

July 21, 2017

OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO

  • Investment grade corporate bonds and Treasury bonds have been non-correlated assets
  • Provide a counterweight to stock prices

Watch the related WEALTHTRACK episode.

Back to Top