ACTION POINT

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.

READ “THINKING, FAST AND SLOW” BY NOBEL PRIZE WINNER DANIEL KAHNEMAN

April 22, 2016

READ “THINKING, FAST AND SLOW” BY NOBEL PRIZE WINNER DANIEL KAHNEMAN

Dual-Process Brains

  • “Fast” System 1:
    • Quick, intuitive, & even delusional
  • “Slow” System 2:
    • Deliberate, requiring effort, concentration, tiring easily

Watch the related WEALTHTRACK episode.

SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

April 15, 2016

SEE A FINANCIAL PLANNER TO DISCUSS GUARANTEED INCOME OPTIONS

GUARANTEED FOR LIFE INCOME

  • Immediate annuities
    • Payouts start immediately upon purchase
  • Deferred Income Annuities
    • Payouts start at a future date
  • Qualified Longevity Annuity Contracts (QLACs)
    • Approved in 2014
    • Used in IRAs, 401(k)s, approved retirement plans
    • Fixed Income Annuities
    • Excluded from traditional required minimum distributions
    • Can be deferred to age 85
    • Can be left to beneficiaries

Watch the related WEALTHTRACK episode.

CONSIDER ADDING SOME EMERGING MARKETS TO YOUR PORTFOLIO

April 8, 2016

SOME MORNINGSTAR PERRENIAL FAVORITES WITH LONG TRACK RECORDS

    • American Funds New World (NEWFX)

NEWFX Chart

NEWFX data by YCharts

 

  • Harding Loevner Emerging Markets (HLEMX)

 

HLEMX Chart

HLEMX data by YCharts

 

  • Vanguard Emerging Markets Stock (VEIEX)

 

VEIEX Chart

VEIEX data by YCharts

Watch the related WEALTHTRACK episode.

DON’T LET THE POLITICAL NOISE AFFECT YOUR INVESTMENT DECISIONS

April 1, 2016

DON’T LET THE POLITICAL NOISE AFFECT YOUR INVESTMENT DECISIONS

  • Presidential campaigns are designed to tell us how bad things are
  • Candidates promise to fix problems
  • Negativity takes a toll on investor psychology
  • Successful investors stick to investment discipline
  • Focus on fundamentals
  • Choose companies and securities that will excel in business no matter what political climate

Watch the related WEALTHTRACK episode.

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