READ ELON MUSK: TELSA, SPACE X, AND THE QUEST FOR A FANTASTIC FUTURE Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future Watch the related WEALTHTRACK episode.
Action Point
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO
OWN SOME BONDS TO DIVERSIFY YOUR PORTFOLIO Investment grade corporate bonds and Treasury bonds have been non-correlated assets Provide a counterweight to stock prices Watch the related WEALTHTRACK episode.
READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON”
READ “THE EVERYTHING STORE: JEFF BEZOS AND THE AGE OF AMAZON” The Everything Store: Jeff Bezos and the Age of Amazon Watch the related WEALTHTRACK episode.
READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET
READ THE LATEST EDITION OF A RANDOM WALK DOWN WALL STREET A Random Walk down Wall Street: The Time-tested Strategy for Successful Investing Watch the related WEALTHTRACK episode.
THINK LIKE A VALUE INVESTOR
THINK LIKE A VALUE INVESTOR Seek out what is unpopular Frequently best opportunity WORST PERFORMING S&P SECTOR (Year-to-date through 6/22/17) Energy -15% Oil & Gas Drilling – 38.3% Watch the related WEALTHTRACK episode.
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING
CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING Donor-Advised Fund Advantages Take immediate tax deduction Take time identifying where and when the money is given Simplify record keeping Make it easier to give in small and frequent amounts Vet charitable organizations Appraise and liquidate hard to give assets including real estate and […]