ACTION POINTS
[accordions] [accordion title=”ASSET ALLOCATION”]MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY
March 26, 2021
READ AGAINST THE GODS: THE REMARKABLE STORY OF RISK
February 19, 2021
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February 12, 2021
OWN GOLD AS A LONG-TERM PORTFOLIO DIVERSIFIER
October 30, 2020
CONSIDER SOME “HOMEBODY” INVESTMENTS
June 20, 2020
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May 1, 2020
HAVE AT LEAST ONE ASSET THAT IS NOT CORRELATED TO THE STOCK MARKET
April 3, 2020
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
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
RECOGNIZE THE VALUE OF CASH IN YOUR PORTFOLIO
April 17, 2013
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
OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS
August 1, 2014
TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS
July 18, 2014
TAKE ADVANTAGE OF THE POWER OF COMPOUNDING
March 21, 2014
INVEST IN GROWING DIVIDEND STREAMS
January 24, 2014
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February 15, 2013
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
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES
April 28, 2017
CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO
April 14, 2017
CONSIDER SOME HIGH ACTIVE SHARE FUNDS WITH LOW TURNOVER
April 7, 2017
ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO
December 9, 2016
IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET
October 28, 2016
CONSIDER ADDING SOME DIRECT CHINESE EXPOSURE
November 13, 2020
CONSIDER ADDING SOME INTERNATIONAL VALUE STOCKS TO YOUR PORTFOLIO
October 16, 2020
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
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
September 21, 2019
MAKE SOME INVESTMENTS OUTSIDE OF THE COUNTRY
May 24, 2019
LATIN AMERICA ECONOMIC EXTREMES
May 10, 2019
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
MAKE SURE YOU ARE TRULY DIVERSIFIED
September 10, 2021
EXTEND YOUR INVESTMENT TIME HORIZON
April 9, 2021
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September 10, 2020
STICK WITH YOUR INVESTMENT DISCIPLINE
July 3, 2020
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
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH
June 29, 2019
GIVE YOUR FINANCIAL PLAN A COVID ANALYSIS
November 6, 2020
ADD SOME BOND ALTERNATIVES TO YOUR PORTFOLIO
October 23, 2020
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May 15, 2020
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
MAXIMIZE YOUR AFTER TAX RETURNS
February 17, 2017
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO
February 3, 2017
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August 10, 2020
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
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
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July 22, 2016
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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
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
HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT
September 23, 2016
SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS
April 15, 2016
OWN SOME SAFE HAVEN INVESTMENTS
July 25, 2020
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
NEVER FORGET THAT MARKETS ARE RISKY
October 20, 2017
OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO
October 13, 2017
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February 24, 2017
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February 10, 2017
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