NEVER FORGET THAT MARKETS ARE RISKY Bucket of liquid, short-term assets: – Cash in savings account – Cash equivalents such as short-term Treasury bills Savings bucket will see you through bear markets without depleting principal retirement account Watch the related WEALTHTRACK episode.
Risk
OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO
OWN SOME INFLATION FIGHTERS IN YOUR PORTFOLIO TIPS – Treasury Inflation-Protected Securities Kiplinger’s suggest: Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) – One of cheapest fund in category – Focuses on TIPS maturing in less than 5 years VTIP data by YCharts Watch the related WEALTHTRACK episode.
DE-RISK YOUR BOND PORTFOLIO
DE-RISK YOUR BOND PORTFOLIO 2016 High Performers: U.S. High Yield Bonds +17.1% Emerging Market Debt+10.2% Economy improving Fed prepared to raise rates again Political uncertainty building Watch the related WEALTHTRACK episode.
DE-RISK YOUR PORTFOLIO
DE-RISK YOUR PORTFOLIO 8 years into a Bull market Many indexes trading near record levels Time to take some money out of the market Watch the related WEALTHTRACK episode.
MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR
MAKE SURE YOU ARE DIVERSIFIED AND OWN SOMETHING THAT’S UNPOPULAR Watch the related WEALTHTRACK episode.
UNDERSTAND YOUR RISK TOLERANCE
UNDERSTAND YOUR RISK TOLERANCE Watch the related WEALTHTRACK episode.
