DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO Review your portfolio Faster growing but lesser quality stocks are usually more vulnerable in a market correction Bond issues graded less than investment grade can be as volatile as stocks De-risking can hurt performance in bull markets but can cushion losses in bear markets Watch the related […]
ACTION POINT
KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES
KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES Technology, innovation & vision can transform industries that can change our lives Looking out for potential game changers can be financially beneficial Watch the related WEALTHTRACK episode.
READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM
READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM Conscious Capitalism: Liberating the Heroic Spirit of Business
KNOW THYSELF AS AN INVESTOR
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
CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT Watch the related WEALTHTRACK episode.
CONSIDER ALTERNATIVE SOURCES OF INCOME FOR YOUR RETIREMENT
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 […]
