ACTION POINT

DON’T FIGHT THE FED!

September 10, 2020

DON’T FIGHT THE FED!
OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING!

Watch the related WEALTHTRACK episode.

READ “COMMON SENSE”

August 10, 2020

READ

Common Sense: The Investor’s Guide to Equality, Opportunity, and Growth

“I recommend this book to anyone who cares about these things. It’s not just for investors.”

Howard Marks, Co-Founder of Oaktree Capital Management

Watch the related WEALTHTRACK episode.

DON’T TRY TO TIME THE MARKET!

August 1, 2020

DON’T TRY TO TIME THE MARKET!

S&P 500 Compound Annual Growth Rate
(Jan 1, 1995 – May 31, 2020)

  • 7.8% if fully invested
  • 5.9% if you miss 5 best
  • 2.4% if you miss the 20 best trading days
  • 0.6% if you miss the 30 best trading days
  • -1% if you miss the 40 best trading days
  • -2.5% if you miss the 50 best trading days

Source: Strategas Research Partners

Watch the related WEALTHTRACK episode.

OWN SOME SAFE HAVEN INVESTMENTS

July 25, 2020

OWN SOME SAFE HAVEN INVESTMENTS

  • VOLATILITY ON THE UPSWING
  • MORE FREQUENT MARKET DISLOCATIONS
  • GROUP THINK DRIVEN BY ALGORITHMIC TRADING

Watch the related WEALTHTRACK episode.

STICK WITH YOUR INVESTMENT DISCIPLINE

July 3, 2020

STICK WITH YOUR INVESTMENT DISCIPLINE

  • KNOW YOUR RISK TOLERANCE
  • STAY WITH YOUR ASSET ALLOCATION
  • REBALANCE WHEN IT GETS OUT OF WHACK
  • BE DIVERSIFIED AMONG:
      RISK ASSETS, LIKE STOCKS
      SAFE ASSETS, LIKE SHORT-TERM TREASURIES
      HEDGES AGAINST DISASTER, LIKE GOLD

Watch the related WEALTHTRACK episode.

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