ACTION POINT

IF YOU DO INVEST IN CHINA DO SO THROUGH AN EXPERIENCED ACTIVE MANAGER

December 11, 2015

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.

ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY

November 20, 2015

ADD THE DEVIL’S FINANCIAL DICTIONARY TO YOUR LIBRARY

Watch the related WEALTHTRACK episode.

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

November 13, 2015
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 the fund, it’s redundant or it no longer fits your needs

Watch the related WEALTHTRACK episode.

IF YOU ARE ELIGIBLE TAKE ADVANTAGE OF 2 CURRENT SOCIAL SECURITY CLAIMING STRATEGIES

November 6, 2015

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 full benefits in later years

WINDOW OF OPPORTUNITY

    • 62 or older by year-end
    • Retain right to collect spousal benefits starting at 66 = full retirement age
    • Spouse has to have claimed retirement benefits or requested to file & suspend benefits within 6 month window

Source: Mary Beth Franklin, Author
Maximizing Your Social Security Benefits

Watch the related WEALTHTRACK episode.

ADD SOME PROTECTION TO YOUR PORTFOLIO

October 30, 2015

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.

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