ACTION POINTS
ASSET ALLOCATION
CHECK YOUR ALLOCATION TO STOCKS
February 21, 2020
START PREPARING YOUR PORTFOLIO FOR THE NEXT TEN YEARS
January 24, 2020
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS
September 28, 2019
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES
September 13, 2019
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
November 2, 2018
CASH
NEVER RISK GETTING CAUGHT SHORT OF CASH
June 21, 2019
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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
DIVIDENDS
TAKE ADVANTAGE OF THE INCOME, AND DEFENSIVE QUALITIES OF DIVIDEND PAYING STOCKS
May 17, 2019
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
FUNDS
OWN SOME DIVIDEND GROWTH COMPANIES
October 11, 2019
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
GLOBAL INVESTING
GIVE YOUR PORTFOLIO A NON-CONSENSUS INVESTING REVIEW
February 15, 2020
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February 7, 2020
STICK WITH PUBLICLY TRADED SECURITIES
January 17, 2020
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO
October 26, 2019
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
October 18, 2019
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
KNOW YOUR RISK TOLERANCE AS AN INVESTOR
March 27, 2020
PAY ATTENTION TO POLICY, NOT POLITICS
November 15, 2019
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
November 9, 2019
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS
August 4, 2019
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
July 5, 2019
PERSONAL FINANCE
REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS
January 10, 2020
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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
READING LIST
TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION
June 14, 2019
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
RETIREMENT
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December 14, 2019
KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE
August 9, 2019
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
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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