CONSIDER BUILDING A LADDERED TREASURY BOND PORTFOLIO ONLINE AND FEE FREE Buy a series of bonds that mature at different times TREASURY BOND LADDER Bottom rungs – short-term maturities (1-2 years) Middle rungs – intermediate (5-7 years) Top Rungs – long-term (10-30 years) Diversify interest rates Insulate portfolio from ups & downs Keep […]
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ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS
ADD THE 50% RULE TO YOUR INVESTMENT DECISIONS Goal is to keep at least 50% of your profits after taxes and fees Apply that criterion to all of your investments: financial, real estate, art…. Stuart Lucas’ 50% Rule investing strategy [.pdf] Watch the related WEALTHTRACK episode.
TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS
TAKE A LOOK AT CLOSED END MUNICIPAL BOND FUNDS Overlooked Asset Class Frequently Uses Leverage Can Be Volatile Issues a Fixed Number of Shares When Offered to the Public Trades Like a Stock on an Exchange Share Price Frequently Trades Below Its Net Asset Value Income Is Frequently Reinvested at a Discount Can […]
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS
CONSIDER HAVING SOME EXPOSURE TO EMERGING MARKETS STOCKS Actively Managed: Rowe Price Emerging Markets Stock Fund (PRMSX) Passively managed: Vanguard Emerging Markets Stock Index Fund (VEIEX) Vanguard FTSE Emerging Markets ETF (VWO) Watch the related WEALTHTRACK episode.
IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS…
IF YOU WANT TO OWN BITCOIN OR OTHER HIGHLY SPECULATIVE CRYPTO RELATED ASSETS ONLY INVEST WHAT YOU DON’T MIND LOSING ENTIRELY Watch the related WEALTHTRACK episode.
TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”
TALK TO EVERYONE YOU CARE ABOUT, NO MATTER WHAT AGE OR STAGE ABOUT ACHIEVING “POSITIVE FINANCIAL INDICATORS”: Having enough money to save for future needs Saving enough for retirement Feeling in control of your financial life Taking an active role in setting and achieving goals for your financial life Able to pay monthly […]