ACTION POINT

CONSIDER SOME PREFERRED STOCKS FOR YOUR PORTFOLIO

October 21, 2016

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
  • Most preferred stock dividends taxed at lower long-term capital gains rate

Burt Malkiel’s: “The ‘Preferred’ Path to Higher Returns

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES

October 14, 2016

TAKE ADVANTAGE OF STILL EXTREMELY LOW INTEREST RATES

Watch the related WEALTHTRACK episode.

DON’T TRY TO TIME THE MARKET

October 7, 2016

DON’T TRY TO TIME THE MARKET

Individual Investors’ Advantage over Professional Investors

  • Don’t have to worry about quarterly performance or beating a benchmark
  • For professional investors timing can be everything and getting it wrong can be devastating

Watch the related WEALTHTRACK episode.

UNDERSTAND YOUR RISK TOLERANCE

September 30, 2016

UNDERSTAND YOUR RISK TOLERANCE

Watch the related WEALTHTRACK episode.

HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT

September 23, 2016

HAVE A SAVINGS ACCOUNT SEPARATE FROM YOUR RETIREMENT ACCOUNT

Watch the related WEALTHTRACK episode.

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