Tag: Action Point

February 23, 2019
NORLEY: PLANNED PHILANTHROPY

  • Make charitable giving part of your financial plan
  • Americans give away hundreds of billions a year
  • Need to plan for it financially

USNIK: VALUABLE ADVICE

  • CEOs and philanthropists should create a sounding board of millennials
  • Get their views on issues that matter to you
  • Millennials are the employees, customers and investors of the future

Watch the related WEALTHTRACK episode.

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

February 16, 2019

TAKE ADVANTAGE OF THE HIGHER INTEREST RATES AVAILABLE IN CASH

CASH COUNTS

  • Best performing asset class 2018
  • 3 month T bills +1.9%
  • Cash can provide a positive return
  • Competitive rates available

RAISE YOUR OWN RATES

  • Higher rates available than savings accounts at commercial banks and most brokerage firm cash accounts

YIELD BOOSTERS

  • Savings accounts at online banks offer +2% yields, Federally insured up to $250,000
  • Short term U.S. Treasury yields are +2%<

Watch the related WEALTHTRACK episode.

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

February 8, 2019

NO MATTER HOW TEMPTING, AVOID MARKET TIMING

MISSING OUT

  • If out of U.S. stock market for 25 best days between 1970 and 2015 returns reduced from +1,910% to +371%
  • If out of UK stock market for just 2 quarters since 1900 cumulative real returns reduced by + 50%
  • If out of U.S. market for just 2 quarters since 1900 returns reduced by + 66%

Watch the related WEALTHTRACK episode.

THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO

January 25, 2019

THINK ABOUT YOUR VALUES AND HOW YOU CAN APPLY THEM IN SOME OF YOUR PORTFOLIO

  • Many Socially Responsible Choices:
  • -Industries to invest in or not to invest in
  • -Companies involved in activities you believe in
  • -Companies with best management practices
  • -Companies having an impact on underserved communities or countries

Watch the related WEALTHTRACK episode.

KEEP SOME BONDS IN YOUR PORTFOLIO

December 14, 2018

KEEP SOME BONDS IN YOUR PORTFOLIO

Watch the related WEALTHTRACK episode.

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