DON’T GET CAUGHT UP IN THE INVESTMENT CRAZE OF THE MOMENT

LONG-TERM CRITERIA

• Risk-Adjusted Returns
• Does the fund cushion you during market declines?
• Inflation-Adjusted Returns – Does it protect your purchasing power?
• Consistency of Investment Style & Discipline
• Diversification of Holdings
• Attention to Costs

Watch the related WEALTHTRACK episode.

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