THINK LIKE A WOMAN! Schedule a visit with your financial advisor Discuss how portfolio reflects your long-term lifestyle needs and personal values
ACTION POINT
SEE IF YOUR FUNDS MEET THE TOP CRITERIA FOR OUTPERFORMANCE:
See If Your Funds Meet The Top Criteria For Outperformance: Low Costs And Top Talent
THINK GLOBALLY IN YOUR BOND PORTFOLIO
AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS Templeton Global Bond Fund (TPINX) Loomis Sayles Global Bond Fund (LSGLX)
CONSIDER SOME CONTRARIAN INVESTMENTS FOR YOUR PORTFOLIO
WHAT’S REALLY OUT OF FAVOR? Gold: a substitute for cash, universally recognized store of value U.S. Treasury Securities: shorter term treasuries offer haven against market storms. They are liquid and guarantee of principle.
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
WHAT IT TAKES
Read [amazon-product text=”What it Takes” type=”text”]1118517725[/amazon-product]. Know When You Are A Customer Or A Client As a “customer”, up to you to decide to buy a product or not As a “client”, a firm should put your interests first and act as a fiduciary
