Retirement
ROBERT ARNOTT ACTION POINT
Be Open To New Investment Ideas But Don’t Bet The Farm On Them
-Fundamental Indexation – Weights stocks based on key fundamentals, not price.
-Fundamentals can include revenues, earnings, cash flow, book value, dividends, etc.
CLEMENTS & ZWEIG ACTION POINT
Treat Your Social Security As A Bond Holding
For instance $21,000 of Social Security income a year is equal to holding a $700,000 portfolio of 10 Year Treasury bonds yielding 3 percent.
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