ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY Watch the related WEALTHTRACK episode.
ACTION POINT
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS: The manager you know and trust leaves the fund A change in strategy at a fund Two years or more of significant losses The flip side: consider selling if a fund has phenomenal outperformance. A fund’s expenses go up If you are uncomfortable with […]
IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES
IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES TWO SOCIAL SECURITY STRATEGIES FOR MARRIED COUPLES ENDING “File and suspend”: one spouse files for benefits but suspends collecting them until full retirement age Filing a restricted claim for spousal benefits: collecting half of spouse’s benefits while waiting to collect […]
ADD SOME PROTECTION TO YOUR PORTFOLIO
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.
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.