REVIEW YOUR INTERNATIONAL STOCK EXPOSURE AND CONSIDER MAKING SOME MODEST ADDITIONS International markets have lagged the U.S. International stocks are getting cheaper: • Pressure from rising U.S. interest rates • Strengthening dollar • Escalating trade tensions Watch the related WEALTHTRACK episode.
ACTION POINT
MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING
MAKE SURE YOU UNDERSTAND YOUR REASON FOR INVESTING Figure out your investment goals and match your goals with time horizons Can your investments deliver on your goals? Can you stick with your investments in down periods? Periodically review your goals and likelihood of your investments meeting them Watch the related WEALTHTRACK episode.
IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS
IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS EARNINGS MATTER INTEREST RATES INFLATION Watch the related WEALTHTRACK episode.
DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO
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 […]
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