ACTION POINT

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

December 9, 2016

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

  • Periodically adjust back to pre-determined allocations
  • Trim big winners
  • Add to substantial laggards

Watch the related WEALTHTRACK episode.

READ: THE SECOND MACHINE AGE

November 18, 2016

READ THE SECOND MACHINE AGE: WORK, PROGRESS AND PROSPERITY IN A TIME OF BRILLIANT TECHNOLOGIES

Watch the related WEALTHTRACK episode.

STAY THE COURSE WITH YOUR FINANCIAL PLAN

November 11, 2016

STAY THE COURSE WITH YOUR FINANCIAL PLAN

Watch the related WEALTHTRACK episode.

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

November 3, 2016

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

October 28, 2016

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 companies still makes sense

Watch the related WEALTHTRACK episode.

Back to Top