Follow the advice of PIMCO’s Bill Gross: “Own more stocks if you are young, but more bonds if you are in your 60’s or older.” Watch this Episode
CONSIDER HIGH QUALITY EUROPEAN STOCKS
Morningstar recommends: Mutual European Z (MEURX) Find the latest stats here. Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record Watch this Episode
MINIMIZE INVESTMENT FEES
Seek passive management Look at ETFs and index funds Watch this Episode
ROBERT KESSLER RECOMMENDED READING:
Watch this Episode
FRANCOIS TRAHAN RECOMMENDED READING:
Watch this Episode
MATCH YOUR INVESTMENT STRATEGY WITH YOUR OBLIGATIONS
Consider expenses to cover & consider time frame needed Near term liabilities = stable, less risky investments Long term obligations= allocation to more risky investments providing growth over longer time frame Watch this Episode
