READ THE SECOND MACHINE AGE: WORK, PROGRESS AND PROSPERITY IN A TIME OF BRILLIANT TECHNOLOGIES Watch the related WEALTHTRACK episode.
ACTION POINT
STAY THE COURSE WITH YOUR FINANCIAL PLAN
STAY THE COURSE WITH YOUR FINANCIAL PLAN Watch the related WEALTHTRACK episode.
CONSIDER AN EQUALLY WEIGHTED INDEX ETF
CONSIDER AN EQUALLY WEIGHTED INDEX ETF Equal dollar weight to all stocks in S&P 500 Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks Watch the related WEALTHTRACK episode.
IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET
IF YOU WANT TO BEAT THE MARKET, YOU HAVE TO DO SOMETHING DIFFERENT FROM THE MARKET In less transparent, smaller, less liquid markets active managers can still make a difference A combination of index funds & actively managed funds in areas such as corporate & municipal bonds, small cap stocks, & internationally based […]
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO
CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO PREFERRED STOCKS: A kind of hybrid security, sits between bonds and stocks in company’s capitalization structure Junior to bonds, but senior to common stocks in claims on assets Currently yield more than investment grade bond equivalents Bond interest is taxed at regular personal income tax rate […]
TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES
TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES Watch the related WEALTHTRACK episode.