Tag: Action Point

TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”

November 17, 2017

TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”:

  • Having enough money to save for future needs
  • Saving enough for retirement
  • Feeling in control of your financial life
  • Taking an active role in setting and achieving goals for your financial life
  • Able to pay monthly expenses

Watch the related WEALTHTRACK episode.

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

November 10, 2017

DON’T BE AFRAID TO TAKE INVESTMENT RISKS, JUST KNOW WHEN YOU ARE

Watch the related WEALTHTRACK episode.

DON’T THROW OUT THE BABY WITH THE BATHWATER

November 3, 2017

DON’T THROW OUT THE BABY WITH THE BATHWATER,

IN THIS CASE MORNINGSTAR’S WIDELY USED FIVE- STAR RATING SYSTEM FOR MUTUAL FUNDS.

Watch the related WEALTHTRACK episode.

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

October 27, 2017

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

Matthew Peron is using combination of active, passive, fundamental and quantitative

Watch the related WEALTHTRACK episode.

NEVER FORGET THAT MARKETS ARE RISKY

October 20, 2017

NEVER FORGET THAT MARKETS ARE RISKY

  • Bucket of liquid, short-term assets:
  • – Cash in savings account
  • – Cash equivalents such as short-term Treasury bills
  • Savings bucket will see you through bear markets without depleting principal retirement account

Watch the related WEALTHTRACK episode.

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