ADD HUMILITY TO THE QUALITIES YOU LOOK FOR IN A MONEY MANAGER AND HIS OR HER FIRM Watch the related WEALTHTRACK episode.
ACTION POINT
DE-RISK YOUR BOND PORTFOLIO
DE-RISK YOUR BOND PORTFOLIO 2016 High Performers: U.S. High Yield Bonds +17.1% Emerging Market Debt+10.2% Economy improving Fed prepared to raise rates again Political uncertainty building Watch the related WEALTHTRACK episode.
MAXIMIZE YOUR AFTER TAX RETURNS
MAXIMIZE YOUR AFTER TAX RETURNS Watch the related WEALTHTRACK episode.
DE-RISK YOUR PORTFOLIO
DE-RISK YOUR PORTFOLIO 8 years into a Bull market Many indexes trading near record levels Time to take some money out of the market Watch the related WEALTHTRACK episode.
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO
MAKE SURE YOU HAVE SOME INFLATION PROTECTION IN YOUR PORTFOLIO Watch the related WEALTHTRACK episode.
IT’S TIME TO AVOID LEVERAGED INVESTMENTS
IT’S TIME TO AVOID LEVERAGED INVESTMENTS Watch the related WEALTHTRACK episode.