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WealthTrack

The right track to your financial health.

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ACTION POINT

Take a look at the U.S. Treasury’s Floating Rate Notes, or FRNs

Watch the related WEALTHTRACK episode.

EXTEND YOUR HOLDING PERIODS FOR STOCKS AND MUTUAL FUNDS

Extend Your Holding Periods For Stocks And Mutual Funds Watch the related WEALTHTRACK episode.

RAISE SOME CASH AND HOLD IT

Watch the related WEALTHTRACK episode.

OWN AT LEAST ONE FUND OR ETF WITH GROWING DIVIDENDS

GROWING DIVIDEND ETFS OWNED PERSONALLY BY GREAT INVESTOR CHARLIE DREIFUS OF THE ROYCE FUNDS SPDR S&P DIVIDEND ETF (SDY) Holds all stocks in S&P 1500 that have raised dividends 20 consecutive years or more SDY data by YCharts Vanguard Dividend Appreciation index ETF (VIG) Chooses U.S. firms that have raised dividends 10 consecutive […]

LESS WORK AND MORE PLAY, SOME BOOKS TO READ ON YOUR SUMMER VACATION.

Lords of Finance: The Bankers Who Broke the World by Liaquat Ahamed Business Adventures by John Brooks Watch the related WEALTHTRACK episode.  

TAKE SOME PROFITS IN YOUR TOP PERFORMERS OF THE LAST FIVE YEARS

Sell a percentage of funds or stocks that have delivered biggest gains Reinvest in lagging sectors or funds, or keep in cash Watch the related WEALTHTRACK episode.

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