ADD SOME PROTECTION TO YOUR PORTFOLIO PORTFOLIO PROTECTION U.S. Treasurys: Provide liquidity Money back guarantee if held to maturity Hold up in market downturns Non-correlated asset Can buy at auction from government at no cost, from Treasurydirect.gov Watch the related WEALTHTRACK episode.
ACTION POINT
TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY
TAKE ADVANTAGE OF THE INTERNET PERSONALLY AND PROFESSIONALLY Facebook has 1.4 billion monthly active users, equal to China’s population Number of internet users increased tenfold since 1999 to 3 billion plus Internet could create $7 trillion industry by 2020 Watch the related WEALTHTRACK episode.
BUILD UP A CASH RESERVE
BUILD UP A CASH RESERVE CASH PROVIDES: Choices Flexibility Security Opportunity Watch the related WEALTHTRACK episode.
FOCUS ON COMPANIES WITH FINANCIAL STRENGTH
FOCUS ON COMPANIES WITH FINANCIAL STRENGTH Entering a period of increased volatility Many companies have taken on large amounts of debt to take advantage of low interest rates IMF warning of rising corporate failures 3 U.S. COMPANIES SEEN AS BETTER CREDITS THAN U.S. TREASURYS (as of 10/1/15 – Lower 5-year CDS spreads than […]
THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO
THINK LIKE A CONTRARIAN, IN AT LEAST A SMALL PORTION OF YOUR PORTFOLIO Individual investors have flexibility to buy small positions in targeted ETFs and mutual funds Energy, emerging markets and gold are unpopular sectors now Watch the related WEALTHTRACK episode.
CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN
CONSIDER ANNUITIES AS A CORE PART OF YOUR RETIREMENT PLAN Social Security now only source of lifetime guarantee for most retirees Annuities provide another source of income for life Immediate Annuities Pay fixed amount every year for life Starts payments immediately Deferred-Income Annuity Set future payout date Later the date, the higher the […]