ACTION POINT

CONSIDER OWNING A SMALL POSITION IN GOLD

September 11, 2015

CONSIDER OWNING A SMALL POSITION IN GOLD

  • One of worst investments in recent bull market
  • Appreciates in times of trouble
  • SPDR Gold Shares (GLD)

GLD Chart

GLD data by YCharts

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CONSULT A FINANCIAL PLANNER AT LEAST ONCE ABOUT YOUR RETIREMENT PLANS

September 3, 2015

CONSULT A FINANCIAL PLANNER AT LEAST ONCE ABOUT YOUR PLANS

RETIREMENT ADVICE CREDENTIALS

Watch the related WEALTHTRACK episode.

INVEST SOME MONEY IN EMERGING MARKET STOCKS

August 28, 2015

INVEST SOME MONEY IN EMERGING MARKET STOCKS

  • Most dynamic long-term growth
  • Belong in long time horizon, growth part of portfolios

Watch the related WEALTHTRACK episode.

DIVERSIFY YOUR INCOME SOURCES

July 31, 2015

DIVERSIFY YOUR INCOME SOURCES

FRIDSON: Diversifying With Dividend Growing Stocks and Preferred Securities

RYON: Diversifying Within Municipal Bond Portfolios and Through Laddering Their Maturities

Watch the related WEALTHTRACK episode.

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

July 24, 2015

MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED INTERNATIONALLY

  • U.S. Stocks have led bull market
  • Take some profits
  • Reallocate to international stock markets
  • True diversification means some “uncomfortable” investments
  • European & emerging market stocks
  • Include foreign small cap stocks

Watch the related WEALTHTRACK episode.

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