TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

May 20, 2016

TAKE SMALL STEPS TO INCREASE YOUR INVESTMENT RETURNS

Biggest Financial Wealth Robbers:

  • Losses
  • Inflation
  • Taxes
  • Expenses

Wealth Builders:

  • Own Stocks – the one asset class that has historically beaten inflation
    • Own companies with track records of dividend increases
  • Review fees: Are you getting your money’s worth from financial advisors and money managers?
  • Pay attention to tax consequences
    • Maximize contributions to tax-deferred accounts
    • Put highest taxed investments in tax deferred accounts
    • Consider municipal bonds
    • Avoid high-turnover funds

Watch the related WEALTHTRACK episode.


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