Asset Allocation

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

November 2, 2018

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

Short term muni fund attributes:

    • Tax free interest
    • Less sensitive to rising interest rates
    • Flexibility to reinvest as rates rise

Watch the related WEALTHTRACK episode.

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

October 27, 2017

CONSIDER USING MULTIPLE INVESTMENT APPROACHES

Matthew Peron is using combination of active, passive, fundamental and quantitative

Watch the related WEALTHTRACK episode.

OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO

July 21, 2017

OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO

  • Investment grade corporate bonds and Treasury bonds have been non-correlated assets
  • Provide a counterweight to stock prices

Watch the related WEALTHTRACK episode.

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

November 3, 2016

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

  • Equal dollar weight to all stocks in S&P 500
  • Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks

Watch the related WEALTHTRACK episode.

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

October 21, 2016

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

PREFERRED STOCKS:

  • A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure
  • Junior to bonds, but senior to common stocks in claims on assets
  • Currently yield more than investment grade bond equivalents
  • Bond interest is taxed at regular personal income tax rate
  • Most preferred stock dividends taxed at lower long-term capital gains rate

Burt Malkiel’s: “The ‘Preferred’ Path to Higher Returns

Watch the related WEALTHTRACK episode.

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