Tag: Action Point

IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS

September 14, 2018

IGNORE POLITICS AND FOCUS ON THE INVESTMENT FUNDAMENTALS

  • EARNINGS MATTER
  • INTEREST RATES
  • INFLATION

Watch the related WEALTHTRACK episode.

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

August 3, 2018

DE-RISK AT LEAST A PORTION OF YOUR PORTFOLIO

  • Review your portfolio
  • Faster growing but lesser quality stocks are usually more vulnerable in a market correction
  • Bond issues graded less than investment grade can be as volatile as stocks
  • De-risking can hurt performance in bull markets but can cushion losses in bear markets

Watch the related WEALTHTRACK episode.

KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES

July 27, 2018

KEEP AN OPEN MIND ABOUT POTENTIAL INVESTMENT OPPORTUNITIES

  • Technology, innovation & vision can transform industries that can change our lives
  • Looking out for potential game changers can be financially beneficial

Watch the related WEALTHTRACK episode.

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

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