Tag: Action Point

CONSIDER ADDING SOME TIPS TO YOUR PORTFOLIO

December 16, 2016

Consider adding some TIPS, or treasury inflation protected securities to your portfolio.

Watch the related WEALTHTRACK episode.

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

December 9, 2016

ACT LIKE A CONTRARIAN AND SYSTEMATICALLY REBALANCE YOUR PORTFOLIO

  • Periodically adjust back to pre-determined allocations
  • Trim big winners
  • Add to substantial laggards

Watch the related WEALTHTRACK episode.

READ: THE SECOND MACHINE AGE

November 18, 2016

READ THE SECOND MACHINE AGE: WORK, PROGRESS AND PROSPERITY IN A TIME OF BRILLIANT TECHNOLOGIES

Watch the related WEALTHTRACK episode.

STAY THE COURSE WITH YOUR FINANCIAL PLAN

November 11, 2016

STAY THE COURSE WITH YOUR FINANCIAL PLAN

Watch the related WEALTHTRACK episode.

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

November 3, 2016

CONSIDER AN EQUALLY WEIGHTED INDEX ETF

  • Equal dollar weight to all stocks in S&P 500
  • Primary advantage over market-cap weighting is underweighting of potentially expensive mega-cap stocks and overweighting of smaller cap stocks

Watch the related WEALTHTRACK episode.

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