ACTION POINT

LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY

May 27, 2016

LET PROFESSIONALS GUIDE YOUR INVESTMENTS IN THE CYCLICAL ENERGY INDUSTRY

  • Timing Matters
  • Wrong point in cycle: Business and stock will be effected

Watch the related WEALTHTRACK episode.

TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

May 20, 2016

TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

Biggest Financial Wealth Robbers:

  • Losses
  • Inflation
  • Taxes
  • Expenses

Wealth Builders:

  • Own Stocks – the one asset class that has historically beaten inflation
    • Own companies with track records of dividend increases
  • Review fees: Are you getting your money’s worth from financial advisors and money managers?
  • Pay attention to tax consequences
    • Maximize contributions to tax-deferred accounts
    • Put highest taxed investments in tax deferred accounts
    • Consider municipal bonds
    • Avoid high-turnover funds

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE POWER OF COMPOUNDING IN STOCKS

May 13, 2016

TAKE ADVANTAGE OF THE POWER OF COMPOUNDING IN STOCKS

“All the commercial push is behind telling you that you ought to think about doing something today that’s different than you did yesterday. You don’t have to do that. You just have to sit back and let American industry do its job for you.”
– Warren Buffett

Watch the related WEALTHTRACK episode.

PUT ASIDE AT LEAST A YEAR’S WORTH OF LIVING EXPENSES TO SEE YOU THROUGH MARKET DECLINES

May 6, 2016

PUT ASIDE AT LEAST A YEAR’S WORTH OF LIVING EXPENSES TO SEE YOU THROUGH MARKET DECLINES

  • Murray recommends two years of living expenses
  • Market downturns are inevitable
  • Being forced to sell into decline can be harmful, even devastating to long-term financial security

Watch the related WEALTHTRACK episode.

APPLY SOME MOTLEY FOOL INVESTMENT PRINCIPLES TO YOUR PORTFOLIO

April 29, 2016

APPLY SOME MOTLEY FOOL INVESTMENT PRINCIPLES TO YOUR PORTFOLIO

  • EXTEND YOUR HOLDING PERIODS FOR THE STOCKS AND MUTUAL FUNDS YOU BELIEVE IN
  • GARDNER RIDES HIS “RULE BREAKER” WINNERS FOR YEARS
  • DAVID GARDNER’S STOCK ADVISOR PORTFOLIO HAS HAD SOME BIG LOSERS
  • IT HAS UNDERPERFORMED THE MARKET IN FOUR OF THE LAST 13 YEARS

Watch the related WEALTHTRACK episode.

Back to Top