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 […]
Action Point
CONSIDER ADDING A SHORT MATURITY MUNICIPAL BOND FUND TO YOUR PORTFOLIO
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
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
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
STICK WITH YOUR INVESTMENT GAME PLAN AND DON’T TRY TO TIME THE MARKET Watch the related WEALTHTRACK episode.
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO
PUT SOME INFLATION BENEFICIARIES IN YOUR PORTFOLIO BUILDING INFLATION PRESSURES: Growing economy Higher interest rates Tight labor force Increasing debt Punitive trade policies PURCHASING POWER PROTECTION Investments that keep up with inflation Companies with a history of rising dividends Dividend Aristocrats are S&P 500 companies with history or raising dividends for 25 consecutive years or […]
