ACTION POINT

BALANCE YOUR ASSET MIX ACCORDING TO YOUR AGE

September 14, 2012
Follow the advice of PIMCO’s Bill Gross:
“Own more stocks if you are young, but more bonds if you are in your 60’s or older.”

CONSIDER HIGH QUALITY EUROPEAN STOCKS

September 7, 2012

Morningstar recommends:
Mutual European Z (MEURX)
Find the latest stats here.

  • Run by past WEALTHTRACK guest Philippe Brugere-Trelat since 2004 and has an outstanding track record

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MINIMIZE INVESTMENT FEES

August 10, 2012
  • Seek passive management
  • Look at ETFs and index funds

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ROBERT KESSLER RECOMMENDED READING:

August 3, 2012

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FRANCOIS TRAHAN RECOMMENDED READING:

July 27, 2012

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