Tag: Action Point

CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH

April 20, 2018

CHOOSE AN INVESTMENT STRATEGY THAT MAKES SENSE FOR YOU AND ONE THAT YOU CAN ALSO STICK WITH

  • Figure out investment approach you can stick with through good markets and bad
  • Choose managers who will stay with that approach consistently
  • Find passive strategies that will enable you to stay invested at comfortable levels

Watch the related WEALTHTRACK episode.

PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES

April 13, 2018

PUT NO MORE THAN 1 OR 2% OF YOUR PORTFOLIO IN CRYPTOCURRENCIES

  • Extremely speculative
  • In its infancy
  • Constantly evolving
  • Not regulated
  • Highly susceptible to booms and busts typical of every new technology

Watch the related WEALTHTRACK episode.

START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO

March 30, 2018

START TO BUILD SOME MORE DEFENSIVE POSITIONS IN YOUR PORTFOLIO

GIROUX’S DEFENSIVE ADDITIONS

    • To equity positions:

    • Utilities
    • Other less economically sensitive stocks

To fixed income positions:

  • Longer term Treasury bonds

Watch the related WEALTHTRACK episode.

BUILD UP YOUR SAVINGS

March 24, 2018

BUILD UP YOUR SAVINGS

  • Americans carrying record amounts of debt
  • The lowest savings rate in 12 years
  • Little room for error
  • Retirees need a cushion to see them through bear markets
  • Withdrawing principal during market declines can seriously hurt financial security

Watch the related WEALTHTRACK episode.

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

February 23, 2018

CONSIDER INVESTING IN A SMALL CAP INTERNATIONAL FUND

  • Regional diversification: many do business within their home countries
  • A history of outperforming large-cap competitors
  • Not widely followed, giving active managers a better shot at outperformance

Watch the related WEALTHTRACK episode.

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