Tag: Action Point

READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM

July 20, 2018


READ CONSCIOUS CAPITALISM: LIBERATING THE HEROIC SPIRIT OF CAPITALISM
Conscious Capitalism: Liberating the Heroic Spirit of Business

KNOW THYSELF AS AN INVESTOR

July 13, 2018

KNOW THYSELF AS AN INVESTOR

  • Love investing? Do it yourself
  • Want active management? Turn it over to professional investors through mutual funds or investment advisors
  • Investing causes high anxiety? Go with a passive index fund. “No decision needed” strategy at a low cost

Watch the related WEALTHTRACK episode.https://wealthtrack.com/wp-admin/media-upload.php?post_id=18870&type=image&TB_iframe=1

CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT

June 22, 2018

CHOOSE AN INVESTMENT APPROACH SUITABLE FOR YOU AND STICK WITH IT

Watch the related WEALTHTRACK episode.

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

May 11, 2018

CONSIDER OWNING INTERNATIONAL SMALL CAP STOCKS

  • Big & diverse universe
  • Operate in countries representing 75% of world GDP
  • Under-owned asset class
  • Multi-year period of underperforming its historical average
  • Much less expensive than American counterparts
  • Track record of beating Small Cap U.S. stocks with less volatility
  • Source of income
  • 83% pay dividends vs. 43% U.S. Small Caps pay dividends

Watch the related WEALTHTRACK episode.

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

May 4, 2018

SEEK THE ADVICE AND ANALYSIS OF INDEPENDENT THINKERS

  • Best strategists and money managers are not afraid to take contrarian positions
  • Sometimes really stick their necks out if research shows the market is wrong
  • Work for firm that encourages independent thinking and expects challenges to conventional wisdom

Watch the related WEALTHTRACK episode.

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