Tag: Action Point

DON’T TRY TO TIME THE MARKET

October 7, 2016

DON’T TRY TO TIME THE MARKET

Individual Investors’ Advantage over Professional Investors

  • Don’t have to worry about quarterly performance or beating a benchmark
  • For professional investors timing can be everything and getting it wrong can be devastating

Watch the related WEALTHTRACK episode.

UNDERSTAND YOUR RISK TOLERANCE

September 30, 2016

UNDERSTAND YOUR RISK TOLERANCE

Watch the related WEALTHTRACK episode.

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.

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