AMONG MORNINGSTAR’S FAVORITE WORLD BOND FUNDS Templeton Global Bond Fund (TPINX) Loomis Sayles Global Bond Fund (LSGLX)
Action Point
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
DON’T UNDERESTIMATE THE POWER OF DIVIDENDS
WHAT IT TAKES
Read [amazon-product text=”What it Takes” type=”text”]1118517725[/amazon-product]. Know When You Are A Customer Or A Client As a “customer”, up to you to decide to buy a product or not As a “client”, a firm should put your interests first and act as a fiduciary
MAKE SURE YOU AND YOUR INVESTMENTS MATCH, IN SUBSTANCE, STYLE AND PERSONALITY
Over the years we have covered the distressing difference between how mutual funds’ perform and the poorer results investors in those same funds get. We call it the underperformance gap. It’s not just fees, trading costs and taxes that explain the difference: a huge factor is investor behavior. The moral to this story is: if […]
FAMILIARIZE YOURSELF WITH IMMEDIATE ANNUITIES
Payouts are still much higher than what you can get on long term U.S. treasuries. Mary Beth Franklin recommends pre-retirees check out deferred income annuities: you pay a lump sum to the insurance company and you determine the date future payments begin.
MAKE SURE YOU OWN SOME STOCKS
As far as inflation beating returns, preserving your purchasing power, U.S. stocks beat U.S. government bonds hands down.