Tag: Action Point

READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS

November 9, 2018

READ THE BOOK – RESCUING RETIREMENT: A PLAN TO GUARANTEE RETIREMENT SECURITY FOR ALL AMERICANS

  • The retirement crisis is real
  • Americans not saving enough or investing successfully enough to fund long retirements
  • Guaranteed Retirement Account:
  • – Funded by workers and employers
  • – Largely managed by state public pension funds
  • – Annuitized upon retirement
  • -Supplements social security

Watch the related WEALTHTRACK episode.

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

November 2, 2018

CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO

Short term muni fund attributes:

    • Tax free interest
    • Less sensitive to rising interest rates
    • Flexibility to reinvest as rates rise

Watch the related WEALTHTRACK episode.

HAVE SOME INVESTMENT EXPOSURE IN CHINA

October 26, 2018

HAVE SOME INVESTMENT EXPOSURE IN CHINA

Morningstar Analyst Favorites:

  • Matthews China (MCHFX)
  • Matthews China Dividend (MCDFX)
  • SPDR S&P China ETF (GXC)

Watch the related WEALTHTRACK episode.

CASE FOR GOLD

October 19, 2018

CASE FOR GOLD

      – Unloved
      – Underperformed other assets
      – Relatively cheap
      Off 35% from 2011 high of $1900/ounce
      – Inflation hedge as inflation rises
      – Non-correlated to the stock market

GOLD ETFs

  • iShares Gold Trust (IAU)
  • SPDR Gold Shares (GLD)
  • Watch the related WEALTHTRACK episode.

    STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET

    October 12, 2018

    STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET

    Watch the related WEALTHTRACK episode.

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