ACTION POINT

KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS

February 13, 2015

KNOW WHAT YOU OWN, ESPECIALLY IN YOUR BOND PORTFOLIOS

  • Record low interest rates
  • Bond portfolios are expensive
  • Yields are extraordinarily low

Watch the related WEALTHTRACK episode.

INVEST WITH SOME TRUE VALUE INVESTORS

February 6, 2015
10 VALUE FUNDS
1999- 2003
Average Annual Return
Group Average +10.8%
S&P 500 – .57%
    COMMON VALUES
  • Owned limited number of carefully researched companies
  • Long-term orientation with low portfolio turnover
  • Substantial investments in their funds

Watch the related WEALTHTRACK episode.

INVEST IN A KID

January 30, 2015

Watch the related WEALTHTRACK episode.

READ FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT

January 23, 2015

READ
FALLING SHORT: THE COMING RETIREMENT CRISIS AND WHAT TO DO ABOUT IT

– Charles D. Ellis, Alicia H. Munnell and Andrew D. Eschtruth

HELPFUL PERSONAL FINANCE ADVICE FINANCIAL ADVANTAGES OF:

  • Working longer
  • Taking Social Security later
  • Using home as source of retirement income

Watch the related WEALTHTRACK episode.

CONSIDER ADDING A LITTLE ENERGY TO YOUR PORTFOLIO

January 16, 2015

Morningstar Energy Favorite
Vanguard Energy ETF (VDE)
VDE Chart

VDE data by YCharts

Watch the related WEALTHTRACK episode.

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