ACTION POINTS
ASSET ALLOCATION
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
November 2, 2018
CONSIDER USING MULTIPLE INVESTMENT APPROACHES
October 27, 2017
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO
July 21, 2017
CONSIDER AN EQUALLY WEIGHTED INDEX ETF
November 3, 2016
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO
October 21, 2016
CASH
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August 29, 2014
KEEP A STASH OF CASH IN YOUR PORTFOLIO
May 23, 2014
START TAKING SOME MONEY OFF THE MARKET TABLE
December 13, 2013
START TAKING SOME MONEY OFF THE MARKET TABLE
November 22, 2013
RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO
April 17, 2013
DIVIDENDS
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
October 5, 2018
OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS
May 18, 2018
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
August 25, 2017
PUT THE POWER OF COMPOUNDING DIVIDENDS TO WORK FOR YOU
September 18, 2015
INVEST IN DIVIDEND PAYING STOCKS
October 10, 2014
FUNDS
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
September 15, 2017
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
September 8, 2017
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
May 26, 2017
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW
May 5, 2017
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES
April 28, 2017
GLOBAL INVESTING
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March 29, 2019
TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH
February 16, 2019
NO MATTER HOW TEMPTING, AVOID MARKET TIMING
February 8, 2019
KEEP SOME BONDS IN YOUR PORTFOLIO
December 14, 2018
HAVE SOME INVESTMENT EXPOSURE IN CHINA
October 26, 2018
HOUSING & REAL ESTATE
TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES
October 14, 2016
CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO
August 23, 2013
CONSIDER BUYING A HOME SOONER RATHER THAN LATER IF PLANNING TO BE IN THE MARKET FOR ONE
February 1, 2013
CONSIDER INVESTING IN REITS THROUGH A TRADITIONAL REIT INDEX FUND
September 28, 2012
INVESTING PRINCIPLES
INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING
April 5, 2019
PAY ATTENTION TO THE FEDERAL RESERVE
March 22, 2019
STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET
October 12, 2018
IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS
September 14, 2018
KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES
July 27, 2018
PERSONAL FINANCE
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February 23, 2019
TAKE FULL ADVANTAGE OF TAX DEFERRED SAVINGS PLAN
December 7, 2018
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November 17, 2017
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
June 23, 2017
MAXIMIZE YOUR AFTER TAX RETURNS
February 17, 2017
READING LIST
READ: “SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…”
April 19, 2019
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April 12, 2019
READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM
July 20, 2018
ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE
July 28, 2017
READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”
July 14, 2017
RETIREMENT
READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS
November 9, 2018
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT
May 25, 2018
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March 24, 2018
DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT
October 6, 2017
MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS
April 21, 2017
RISK
DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO
August 3, 2018
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April 27, 2018
PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES
April 13, 2018
START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO
March 30, 2018
IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS…
January 19, 2018
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