Funds

OWN SOME DIVIDEND GROWTH COMPANIES

October 11, 2019
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
  • Symbol VIG

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE

September 15, 2017

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 Chart

PARNX data by YCharts

Watch the related WEALTHTRACK episode.

CONSIDER AUTOMATING SOME OF YOUR INVESTMENT DECISIONS

September 8, 2017

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

May 26, 2017

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

May 5, 2017

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

Watch the related WEALTHTRACK episode.

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