DON’T FIGHT THE FED! OR BEFORE YOU DO, MAKE SURE YOU KNOW WHAT YOU ARE DOING! Watch the related WEALTHTRACK episode.
Investing Principles
STICK WITH YOUR INVESTMENT DISCIPLINE
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
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
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
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
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS Watch the related WEALTHTRACK episode.