KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE They are valuable Your individual circumstances matter Some Benefits Expiring: – If you were born on or before January 1, 1954, you can claim spousal benefits if you are married or an eligible divorced spouse – If you are a widow or widower you are entitled to […]
ACTION POINT
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS
PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS Watch the related WEALTHTRACK episode.
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS
LOOK FOR FIRMS WHERE MANAGERS INVEST CONSIDERABLE SUMS ALONGSIDE SHAREHOLDERS How much money portfolio managers have invested in their own funds is a key criteria used to judge funds Significant “skin in the game” is seen as important indicator of management commitment & responsibility SEC requires disclosure of managers’ investments in funds they manage Information […]
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH Certified Financial Planner (CFP) Chartered Financial Analyst (CFA) Certified Investment Management Associate (CIMA) Does the advisor: Understand & agree with your objectives? Pay attention to your comfort levels? Have a realistic & workable plan to achieve your goals? Have the same values […]
NEVER RISK GETTING CAUGHT SHORT OF CASH
NEVER RISK GETTING CAUGHT SHORT OF CASH Cash is king when you need it Have a stash on hand to meet emergencies & opportunities Watch the related WEALTHTRACK episode.
TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION
TAKE A DUO OF BUFFETT BIOGRAPHIES ON VACATION Buffett: The Making of an American Capitalist The Snowball: Warren Buffett and the Business of Life Watch the related WEALTHTRACK episode.
