ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY Watch the related WEALTHTRACK episode.
Action Point
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO
SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO Majority of actively-managed bond funds & ETFs have outperformed passive peers over multiple periods Over last 5 years, 63% of actively-managed bond funds outperformed passive funds Watch the related WEALTHTRACK episode.
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH
PAY ATTENTION TO THE CULTURE OF THE FIRMS YOU INVEST WITH Do they act as fiduciaries, putting clients’ interests first? Do they have a clearly stated mission and investment objectives? Are they committed to disciplined investing for the long term, built to last? Are they cost conscious? Are they honest about mistakes and […]
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW
BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW Watch the related WEALTHTRACK episode.
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES
MAKE SURE YOUR STOCK PORTFOLIO IS DIVERSIFIED AMONG DIFFERENT ASSET CLASSES Large-cap stocks dominate U.S. stock index funds Mid-cap & small-cap stocks are under-owned Few of us own mid or small-cap foreign companies, or emerging market stocks Watch the related WEALTHTRACK episode.
MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS
MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS Get educated ahead of time If you are already collecting, review your and your spouse’s benefits Notify Medicare and Social Security if there is a change of circumstances to get benefits updated Watch the related WEALTHTRACK episode.