OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating […]
ACTION POINT
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS
REMEMBER TO REBALANCE INTO OUT OF FAVOR SECTORS. U.S. growth stocks, mega-caps, in particular, have dominated markets and portfolios for years Their powerful performance means they have outsized positions in indexes and portfolios Out of favor groups like small caps, cyclical stocks, value, and emerging markets have been beaten down and in many […]
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES
OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES THE CASE FOR GOLD Protected investors during every bear market but one over the last 50 years Anytime markets were in a bear market, gold prices were rising World economies are slowing Central banks are stimulating Corporate and government debt at […]
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES
LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES: Market Neutral Funds – Vanguard Market Neutral fund, Morningstar Silver Medalist Cash & Cash Equivalents including U.S. Treasury Bills Gold Non-Correlated to Stock Market Provide Protection when markets get hit Watch the related WEALTHTRACK episode.
KNOW WHAT YOUR SPECIFIC SOCIAL SECURITY BENEFITS ARE
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 […]
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.