Investing Principles

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.

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

March 27, 2020

KNOW YOUR RISK TOLERANCE AS AN INVESTOR

  • Understand Your Own Risk Tolerance
  • Put to the Test During Market Turmoil
  • Are You an Investor or a Speculator?

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO POLICY, NOT POLITICS

November 15, 2019

PAY ATTENTION TO POLICY, NOT POLITICS

Political drama doesn’t determine:

    • financial plan
    • portfolio direction
    • business climate

Policy can determine:

  • Interest rates
  • Taxes
  • Rules and regulations

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

November 9, 2019
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM

    Continuity is important in a firm’s:

  • Leadership
  • Investment philosophy
  • Goals
  • Discipline

Watch the related WEALTHTRACK episode.

PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

August 4, 2019
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

Watch the related WEALTHTRACK episode.

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