HAVE A PLAN TO SAVE REGULARLY Top 10% of savers in every income group consistently held 10-20 times retirement wealth of bottom 10% of savers Watch the related WEALTHTRACK episode.
Action Point
PAY ATTENTION TO POLICY, NOT POLITICS
PAY ATTENTION TO POLICY, NOT POLITICS Political drama doesn’t determine: financial plan portfolio direction business climate Policy can determine: Interest rates Taxes Rules and regulations Watch the related WEALTHTRACK episode.
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM
PAY ATTENTION TO A MUTUAL FUND’S CULTURE AND INVESTMENT TEAM Continuity is important in a firm’s: Leadership Investment philosophy Goals Discipline Watch the related WEALTHTRACK episode.
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO
THINK LIKE A CONTRARIAN: CONSIDER ADDING ENERGY EXPOSURE TO YOUR PORTFOLIO PETRIE’S SUGGESTED ENERGY FOCUS: MIDSTREAM COMPANIES MOVE OIL & GAS FROM WELLS TO END USERS PROVIDE INFRASTRUCTURE LIKE PIPELINES, REFINERIES, STORAGE GENERATE HIGH LEVELS OF CASH FLOW PAY DIVIDENDS ON STOCKS, OR INCOME THROUGH MASTER LIMITED PARTNERSHIPS PETRIE’S SUGGESTED ENERGY FOCUS: MEGA OIL AND […]
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE
FIGURE OUT HOW YOU WANT TO BE INVESTED IN CHINA AND TO WHAT DEGREE CHINA INVESTMENT CHOICES: INVEST INDIRECTLY THROUGH COMPANIES DOING BUSINESS THERE INVEST IN GLOBAL INDEX FUND (MUTUAL FUND OR ETF) BASED ON AN INDEX THAT INCLUDES CHINA EXAMPLES OF MAJOR INDICES THAT INCLUDE CHINA: MSCI ALL COUNTRY WORLD INDEX = 3.6% CHINA […]
OWN SOME DIVIDEND GROWTH COMPANIES
OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating by Morningstar […]
