Tag: Action Point

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

February 12, 2016

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

MUNI ADVANTAGE

  • Tax exempt from federal taxes
  • Some are exempt from state and local taxes
  • Pockets of municipal bond opportunity offering secure and attractive yields and returns
  • Can be a minefield financially and politically

Watch the related WEALTHTRACK episode.

USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE

January 29, 2016

USE THE MARKET’S VOLATILITY TO YOUR ADVANTAGE

  • REVIEW MOST NERVE RACKING POSITIONS
  • DECIDE TO TRIM OR SELL?
  • CONSIDER MAKING IRA CONTRIBUTIONS NOW WHILE ASSETS ARE CHEAPER
  • CONSIDER A SMALL STAKE IN A HIGH QUALITY, HIGH-YIELD BOND FUND

Watch the related WEALTHTRACK episode.

PAY ATTENTION TO PRICE IN YOUR INVESTMENTS

January 22, 2016

PAY ATTENTION TO PRICE IN YOUR INVESTMENTS

Watch the related WEALTHTRACK episode.

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

January 15, 2016

CONSIDER AN ACTIVELY MANAGED FUND THAT WILL GIVE YOU BROAD PORTFOLIO DIVERSIFICATION

  • BlackRock Global Allocation Fund vs. FTSE World Index (Since 2/89 Inception)
  • Equity-like returns: Upside Capture: 70%
  • Less than market risk: Downside Capture: 43%

Watch the related WEALTHTRACK episode.

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS

January 8, 2016

REVIEW YOUR RISK TOLERANCE FOR THE U.S. STOCK PORTION OF YOUR PORTFOLIOS

Watch the related WEALTHTRACK episode.

Back to Top