ACTION POINT

READ: “SOCIAL VALUE INVESTING: A MANAGEMENT FRAMEWORK…”

April 19, 2019
Check out:
Social Value Investing: A Management Framework for Effective Partnerships
By Howard Warren Buffett and William Eimicke

  • Public, private, philanthropic partnerships can work
  • Neither sector can solve global challenges by themselves
  • Working together can be more effective in addressing big issues such as inequality, climate change, affordable house, healthcare & food insecurity
  • Buffett & Eimicke show examples of effective & ineffective ways to partner

Watch the related WEALTHTRACK episode.

READ OR REREAD BUFFETT

April 12, 2019

Read or reread Buffett: The Making of an American Capitalist

  • fascinating & detailed portrait
  • experiences that shaped him
  • obsession with making money
  • evolution of investment approach from Benjamin Graham classes

Watch the related WEALTHTRACK episode.

INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING

April 5, 2019

INVEST WITH FUNDS AND FIRMS THAT ARE COMMITTED TO PATIENT INVESTING

  • Short-term oriented world
  • Investors under pressure to fire underperforming funds and hire outperforming funds
  • Most investment managers and firms don’t have patience, ability or desire to stick with long-term strategy

Watch the related WEALTHTRACK episode.

OWN SOME U.S. TREASURIES

March 29, 2019

OWN SOME U.S. TREASURIES

  • Safe haven asset class in recession eras
  • U.S. rates higher than other developed markets
  • Longer maturity = more dramatic price moves
  • Every 1% decline in yield:
  • – 2-yr Treasury note value + 1.9%
  • – 10-yr Treasury note value + 8.6%
  • – 30-yr Treasury bond value +19.1%

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO THE FEDERAL RESERVE

March 22, 2019

PAY ATTENTION TO THE FEDERAL RESERVE

  • U.S Central Bank is the most powerful financial institution in the world
  • Fed increasingly open about its policies
  • What Fed Chairman and Fed policy statements say matter
  • Fed decisions affect financial markets and economic conditions globally
  • Follow Fed policies on their website www.federalreserve.gov

Watch the related WEALTHTRACK episode.

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