OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating by Morningstar […]
Funds
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE U.S. Socially Responsible Investments in 2016 $8.72 Trillion MORNINGSTAR FAVORITES Calvert Funds Parnassus Funds Parnassus Fund (PARNX) Large growth fund Strong long-term track record PARNX data by YCharts Watch the related WEALTHTRACK episode.
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS
CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS Automatic deposits to savings or tax-deferred accounts Setting up a robo-account to automatically invest and rebalance your portfolio Buying a Target Date Fund to prepare for your retirement Automatic Dividend Reinvestment Plans Watch the related WEALTHTRACK episode.
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods Over last 5 years, 63% of actively-managed bond funds outperformed passive funds Watch the related WEALTHTRACK episode.
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW Watch the related WEALTHTRACK episode.
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.
