Tag: Action Point

OWN SOME GOLD AS A HEDGE AGAINST MARKET, ECONOMIC AND CURRENCY DECLINES

September 21, 2019
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 record levels

Watch the related WEALTHTRACK episode.

LOOK INTO SOME BASIC HEDGING STRATEGIES TO CUSHION YOU FROM MARKET DECLINES

September 13, 2019
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

August 9, 2019
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 survivor benefits
  • – Might be eligible even if divorced
  • – Go to ssa.gov for information on your individual circumstances
  • – Read Mary Beth Franklin’s annually updated ebook Maximizing Social Security Retirement Benefits

Watch the related WEALTHTRACK episode.

PUT A PORTION OF YOUR PORTFOLIO WITH INDEPENDENT THINKERS WHO CAN ACT ON THEIR ANALYSIS

August 4, 2019
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

July 5, 2019
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 available:

  • – Mutual fund’s Statement of Additional Information in prospectus
  • – SEC’s electronic data gathering, analysis, and retrieval database (EDGAR)

Watch the related WEALTHTRACK episode.

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