CONSIDER ADDING SOME COMMODITY EXPOSURE TO YOUR PORTFOLIO COMMODITIES ARE: Currently unpopular Cheap “Only asset class to make money in an inflation shock” Credit Suisse Commodity Return Strategy (CRSOX): “…Morningstar’s sole actively managed medalist fund in the commodities broad-basket category…” CRSOX data by YCharts Greenhaven Continuous Commodity ETF (GCC) “…it equally weights various commodities, resulting […]
ACTION POINT
CHECK OUT ESTABLISHED ACTIVELY MANAGED BOND FUNDS
BOND FUND MANAGER OUTPERFORMANCE 3 years 71% 5 years 70% 10 years 56% STOCK FUND MANAGER OUTPERFORMANCE Percentage of Non-Index Stock Fund Managers that Outperform S&P 500 Index 3 years 29% 5 years 20 % 10 years 27 % Watch the related WEALTHTRACK episode.
TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES
TAKE SOME TIME TO UNDERSTAND THE MEDICARE OPTIONS FOR YOU OR YOUR LOVED ONES ENROLL IN MEDICARE ON TIME Approaching 65? Prepare to enroll for Medicare Part A & B Enrollment window is 3 months before 65th birthday until 3 months after 65th birthday MEDICARE RESOURCES General Information: Medicare.gov or 1800-MEDICARE Personal Plan Information: MyMedicare.gov […]
CONSIDER INVESTING IN INDIA
CONSIDER INVESTING IN INDIA Business friendly leadership under Prime Minister Narendra Modi Most dynamic of the BRICs World’s largest democracy, established rule of law,vibrant and growing entrepreneurial middle class Watch the related WEALTHTRACK episode.
CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS
CONTINUE TO SEEK OUT EXCEPTIONAL INVESTORS, BOTH INDIVIDUALS & FIRMS Watch the related WEALTHTRACK episode.
EXPECT PERIODS OF HEIGHTENED VOLATILITY IN THE BOND MARKETS
Don’t Panic Focus On Long-Term Goals Invest With A Seasoned Bond Mutual Fund Manager Watch the related WEALTHTRACK episode.
