ACTION POINTS
ASSET ALLOCATION
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
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September 15, 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
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
OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS
August 1, 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
CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS
May 11, 2018
SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS
May 4, 2018
CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND
February 23, 2018
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS
January 26, 2018
THINK LIKE A CONTRARIAN AND BUY A SMALL AMOUNT OF EUROPEAN STOCKS
July 9, 2016
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
KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES
July 27, 2018
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July 13, 2018
CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT
June 22, 2018
CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH
April 20, 2018
CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE
February 16, 2018
PERSONAL FINANCE
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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
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO
February 3, 2017
CONSIDER THE VALUABLE ROLE CASH CAN PLAY IN YOUR PORTFOLIO
January 20, 2017
READING LIST
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
READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET
July 7, 2017
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November 18, 2016
RETIREMENT
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
DEVELOP AN ALTERNATIVE RETIREMENT INCOME SOURCE
March 31, 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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