READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing Watch the related WEALTHTRACK episode.
ACTION POINT
THINK LIKE A VALUE INVESTOR
THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and art Watch […]
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY
ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY Watch the related WEALTHTRACK episode.
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods Over last 5 years, 63% of actively-managed bond funds outperformed passive funds Watch the related WEALTHTRACK episode.
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH Do they act as fiduciaries, putting clients’ interests first? Do they have a clearly stated mission and investment objectives? Are they committed to disciplined investing for the long term, built to last? Are they cost conscious? Are they honest about mistakes and humble about […]
