Tag: Action Point

HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT

September 23, 2016

HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT

Watch the related WEALTHTRACK episode.

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

August 12, 2016

SPEND SOME TIME & CAREFULLY THINK ABOUT WHO YOU ARE & WHAT YOUR REALITY IS

REALITY CHECK

  • What is your reality?
  • What are you trying to do for yourself and your family?
  • What’s your savings plan?
  • How long is your investment horizon?
  • Can you handle market fluctuations without freaking out?

Watch the related WEALTHTRACK episode.

SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs

August 5, 2016

SEE WHICH ASSET CLASSES OR REGIONS ARE MISSING AND CONSIDER FILLING IN THE GAPS WITH ETFs

WHAT ARE YOUR PORTFOLIO GAPS?

  • Gold?
  • Emerging Markets?
  • Treasury Inflation-Protected Securities (TIPS)

Watch the related WEALTHTRACK episode.

IMPROVE DECISION MAKING

July 29, 2016
READ DANIEL KAHNEMAN’S PHENOMENAL, EYE OPENING AND EXTREMELY ENTERTAINING BOOK “Thinking, Fast and Slow

Watch the related WEALTHTRACK episode.

CLEMENT & JAKAB: WHAT TO READ

July 22, 2016

Jonathan Clement’s How To Think About Money

Spencer Jakab’s Heads I Win, Tails I Win



Watch the related WEALTHTRACK episode.

Back to Top