Tag: Action Point

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.

READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”

July 14, 2017

READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”

The Everything Store: Jeff Bezos and the Age of Amazon

Watch the related WEALTHTRACK episode.

READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET

July 7, 2017

READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET

A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing

Watch the related WEALTHTRACK episode.

THINK LIKE A VALUE INVESTOR

June 30, 2017

THINK LIKE A VALUE INVESTOR

  • Seek out what is unpopular
  • Frequently best opportunity

WORST PERFORMING S&P SECTOR
(Year-to-date through 6/22/17)

  • Energy -15%
  • Oil & Gas Drilling – 38.3%

Watch the related WEALTHTRACK episode.

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

June 23, 2017

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

Donor-Advised Fund Advantages

  • Take immediate tax deduction
  • Take time identifying where and when the money is given
  • Simplify record keeping
  • Make it easier to give in small and frequent amounts
  • Vet charitable organizations
  • Appraise and liquidate hard to give assets including real estate and art

Watch the related WEALTHTRACK episode.

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