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.
ROBERT ARNOTT ACTION POINT
ROBERT ARNOTT: A BETTER MOUSETRAP?
Is there such a thing as a better mouse trap? This week’s Financial Thought Leader guest has created an alternative to traditional index funds. Instead of being based on market capitalization or stock price, his Fundamental Index® approach measures fundamentals such as sales, profits, and dividends to determine the weight securities have in his indexes. Research Affiliates Chairman and CEO Robert Arnott explains why fundamentals can make a big difference.
TAX TIPS THAT MAY $AVE YOU MONEY
When you go to your financial adviser, how much time do you spend talking about taxes? Probably not enough. Incomes taxes, capital gains taxes, estate taxes . . . you know what they are. For these financial advisers, each of whom specializes in women clients, talking about taxes is a priority. You should hear what they’ve got to say.
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.
CLEMENTS & ZWEIG: Greatest Financial Challenges
CLEMENTS & ZWEIG: GREATEST FINANCIAL CHALLENGES
The Wall Street Journal’s two top personal finance journalists, Jonathan Clements and Jason Zweig, both now at The Wall Street Journal tackle the three greatest financial challenges facing Americans.