ACTION POINT

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.

TAKE ADVANTAGE OF TAX DEDUCTIBLE GIFTS

December 19, 2014
  • Donate appreciated stocks or mutual funds to favorite charity
  • Must have held for at least one year
  • Make bequests during your lifetime
  • Give up to $14,000 per person to as many people as you like without filing a gift-tax return
  • Max out 401(k) plan

Watch the related WEALTHTRACK episode.

BE A PATIENT INVESTOR

December 12, 2014

BE A PATIENT INVESTOR

  • Time is on your side
  • Don’t be afraid to wait for better opportunities and prices

Watch the related WEALTHTRACK episode.

READ JOEL GREENBLATT’S THE LITTLE BOOK THAT STILL BEATS THE MARKET

November 14, 2014

Watch the related WEALTHTRACK episode.

TAKE A LOOK AT MUNICIPAL BONDS

November 7, 2014
  • YIELDS ON HIGH-YIELD MUNICIPAL BONDS WERE SIGNIFICANTLY ABOVE THOSE ON IRAQI GOVERNMENT DEBT
  • PERCEPTION OF RISK IN THE MUNI MARKET DOES NOT REFLECT REALITY
  • FEDERAL INCOME TAXES HIGHER THAN THEY HAVE BEEN SINCE BEFORE REAGAN PRESIDENCY
  • YIELD LEVELS ON TAX FREE MUNIS VERY ATTRACTIVE, ESPECIALLY COMPARED TO OTHER TYPES OF BONDS

Watch the related WEALTHTRACK episode.

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