Archive for February, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

February 16, 2018

CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE

Buy a series of bonds that mature at different times
TREASURY BOND LADDER

  • Bottom rungs – short-term maturities (1-2 years)
  • Middle rungs – intermediate (5-7 years)
  • Top Rungs – long-term (10-30 years)
  • Diversify interest rates
  • Insulate portfolio from ups & downs
  • Keep up with interest rate changes
  • Get stable income

TO BUY NEW TREASURY ISSUES:
www.treasurydirect.gov
Monthly Auctions
2, 3, 5, 7, 10 & 30 year maturities

  • Minimum investment $100
  • Interest is paid semi-annually
  • Free from state & local taxes

Watch the related WEALTHTRACK episode.

KESSLER: UNDERSTANDING RISK

February 16, 2018

UNDERSTANDING RISK

Bond manager Robert Kessler is an avid and serious rock climber. What difference has being up close and personal in this high risk sport made in his investing?

Watch the related WEALTHTRACK episode.

Financial Markets Warning: T-Bond Manager Robert Kessler Says Play It Safe, There Is Danger Ahead

February 16, 2018

This page is here for technical reasons. Please click here for the episode page.

Profit Maximization and Retention Strategies With Stuart Lucas and Andy Augenblick

February 9, 2018

This page is here for technical reasons. Please click here for the episode page.

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

February 9, 2018

ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS

  • Goal is to keep at least 50% of your profits after taxes and fees
  • Apply that criterion to all of your investments: financial, real estate, art….

Stuart Lucas’ 50% Rule investing strategy [.pdf]

Watch the related WEALTHTRACK episode.

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