USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE REVIEW MOST NERVE RACKING POSITIONS DECIDE TO TRIM OR SELL? CONSIDER MAKING IRA CONTRIBUTIONS NOW WHILE ASSETS ARE CHEAPER CONSIDER A SMALL STAKE IN A HIGH QUALITY, HIGH-YIELD BOND FUND Watch the related WEALTHTRACK episode.
ACTION POINT
PAY ATTENTION TO PRICE IN YOUR INVESTMENTS
PAY ATTENTION TO PRICE IN YOUR INVESTMENTS Watch the related WEALTHTRACK episode.
CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION
CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception) Equity-like returns: Upside Capture: 70% Less than market risk: Downside Capture: 43% Watch the related WEALTHTRACK episode.
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS
REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS Watch the related WEALTHTRACK episode.
HELP FUND A YOUNG PERSON’S ROTH IRA
HELP FUND A YOUNG PERSON’S ROTH IRA CANNOT FUND MORE THAN YOUTH EARNED THAT YEAR CANNOT BE MORE THAN THE MAXIMUM ANNUAL CONTRIBUTION ALLOWED $5500 IN 2015 $5500 IN 2016 Watch the related WEALTHTRACK episode.
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER
IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER TOP-RANKED CHINA FUNDS MATTHEWS CHINA FUND Inception 1998 MATTHEWS CHINA DIVIDEND FUND Inception 2009 MATTHEWS CHINA SMALL COMPANIES FUND Inception 2011 Source: Morningstar Watch the related WEALTHTRACK episode.