ACTION POINT

STICK WITH PUBLICLY TRADED SECURITIES

January 17, 2020

STICK WITH PUBLICLY TRADED SECURITIES

Signs of Private Equity Trouble

An explosion in the number of private equity firms:

  • 106% increase in PE-backed companies in the decade ending 2017
  • Net asset value of PE holdings up sevenfold since 2002

Watch the related WEALTHTRACK episode.

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

January 10, 2020

REBALANCE SOME OF YOUR U.S. STOCK EXPOSURE TO FOREIGN STOCKS

  • U.S. market has outperformed foreign markets over the last decade
  • Trim some U.S. holdings and add to some overseas markets
  • Consider markets you are underexposed to and/or are unpopular

Watch the related WEALTHTRACK episode.

HAVE A PLAN TO SAVE REGULARLY

December 14, 2019

HAVE A PLAN TO SAVE REGULARLY

Top 10% of savers in every income group consistently held 10-20 times retirement
wealth of bottom 10% of savers

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO POLICY, NOT POLITICS

November 15, 2019

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:

    • financial plan
    • portfolio direction
    • business climate

Policy can determine:

  • Interest rates
  • Taxes
  • Rules and regulations

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

November 9, 2019
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

Watch the related WEALTHTRACK episode.

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