ACTION POINT

HOLD A FAIR AMOUNT OF CASH

July 10, 2015
  • HOLD A FAIR AMOUNT OF CASH
  • RAISE CASH BY TRIMMING YOUR MOST PROFITABLE INVESTMENTS

Watch the related WEALTHTRACK episode.

LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS

July 3, 2015

LOOK FOR INDEPENDENT-MINDED MANAGERS WHO THINK LIKE OWNERS

“PATIENT CAPITAL” OUTPERFORMS

High “Active Share” Portfolios

+

Trade Infrequently

= 2%+ average annual outperformance

Source: “Patient Capital Outperformance” by Martijn Cremers & Ankur Pareek

Watch the related WEALTHTRACK episode.

CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA

June 19, 2015

CONTRIBUTE TO A YOUNG PERSON’S ROTH IRA

Watch the related WEALTHTRACK episode.

ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST

May 22, 2015

ADD TWO BUFFETT BOOKS TO YOUR SUMMER READING LIST

Watch the related WEALTHTRACK episode.

ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO

May 15, 2015

ADD SOME TIPS, TREASURY INFLATION-PROTECTED SECURITIES TO YOUR PORTFOLIO

INVESTING IN TIPS

Morningstar recommends:

  • Schwab US TIPS ETF (SCHP)
  • Vanguard Short-Term Inflation-Protected Securities Index (VTIP)
  • Vanguard Inflation-Protected Securities Fund (VIPSX)

Watch the related WEALTHTRACK episode.

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