ACTION POINT

KNOW THYSELF AS AN INVESTOR

July 13, 2018

KNOW THYSELF AS AN INVESTOR

  • Love investing? Do it yourself
  • Want active management? Turn it over to professional investors through mutual funds or investment advisors
  • Investing causes high anxiety? Go with a passive index fund. “No decision needed” strategy at a low cost

Watch the related WEALTHTRACK episode.https://wealthtrack.com/wp-admin/media-upload.php?post_id=18870&type=image&TB_iframe=1

CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT

June 22, 2018

CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT

Watch the related WEALTHTRACK episode.

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

May 25, 2018

CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT

  • Home is one source
  • Have an available home equity line of credit for immediate liquidity
  • Reverse Mortgages:
    • Available under the FHA (Federal Housing Administration) backed program, HECM (Home Equity Conversion Mortgage)
    • • Available to seniors 62 and over
    • • Must live in the home and own it
    • • Have no mortgage or a low mortgage balance
    • HECM is tightly regulated:

    • • Required to meet with HECM counselor to obtain the loan
    • • Information available on U.S. Department of Housing and Urban Development website: www.hud.gov

    Watch the related WEALTHTRACK episode.

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

May 18, 2018

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

  • Offer a reliable income stream
  • Companies tend to have sustainable competitive advantages
  • Compelling total return
  • Compounding potential

Mbningstar favorites:

  • T.ROWE PRICE DIVIDEND GROWTH (PRDGX)
  • HARTFORD DIVIDEND AND GROWTH FUND (IHGIX)
  • VANGUARD DIVIDEND APPRECIATION (VDAIX) (VIG)

Watch the related WEALTHTRACK episode.

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

  • Big & diverse universe
  • Operate in countries representing 75% of world GDP
  • Under-owned asset class
  • Multi-year period of underperforming its historical average
  • Much less expensive than American counterparts
  • Track record of beating Small Cap U.S. stocks with less volatility
  • Source of income
  • 83% pay dividends vs. 43% U.S. Small Caps pay dividends

Watch the related WEALTHTRACK episode.

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