Multiple geopolitical hot spots shaking investor confidence Economic challenges around the world U.S. Stock market near record highs U.S. Treasuries: Investment of choice in times of uncertainty & trouble Treasuries provide insurance & stability Watch the related WEALTHTRACK episode.
ACTION POINT
EXPLORE LONG-TERM CARE INSURANCE SOONER RATHER THAN LATER
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DON’T BE AFRAID TO BE A PATIENT INVESTOR
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KEEP A STASH OF CASH IN YOUR PORTFOLIO
Cash Appeal Adds financial ballast: Stability and Protection Adds liquidity and opportunity Adds a psychological advantage “Financial Valium” Watch the related WEALTHTRACK Episode.
PUT THE POWER OF COMPOUNDING TO WORK FOR YOU
CHUCK ROYCE & CHARLIE DREIFUS The RoyceFunds ED PERKS Franklin Income Fund (FKINX) DAVID WINTERS Wintergreen Fund (WGRNX) Watch the related WEALTHTRACK Episode.
INVEST SYSTEMATICALLY
INVEST SYSTEMATICALLY (Investing Principles) Already do it automatically in 401k plans Avoids market timing and emotional investing Invest equal amounts of money at regular intervals Buy more shares in down market and fewer shares in up markets Watch the related WEALTHTRACK Episode.