Tag: Action Point

CONSIDER USING A DONOR-ADVISED FUND FOR YOUR CHARITABLE GIVING

June 23, 2017

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 art

Watch the related WEALTHTRACK episode.

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

June 16, 2017

ADOPT SOME OF JOHN ROGERS’ “SLOW AND STEADY WINS THE RACE” PHILOSOPHY

Watch the related WEALTHTRACK episode.

SERIOUSLY CONSIDER STICKING WITH ACTIVE MANAGEMENT IN YOUR BOND PORTFOLIO

May 26, 2017

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

May 12, 2017

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 humble about their successes?

Watch the related WEALTHTRACK episode.

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

May 5, 2017

BE AWARE OF THE RISKS IN THE MOST POPULAR INDEX FUNDS RIGHT NOW

Watch the related WEALTHTRACK episode.

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