ACTION POINT
DON’T BE AFRAID TO INVEST IN YOURSELF
You are the best investment you can make!
DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!
Review your bond positions – make sure they meet your income and diversification goals
Bonds provide: – Diversification – Income – Stability over time U.S. Treasuries provide: – Liquidity – Guaranteed income – Guaranteed return of principal at maturity – A non-correlated asset
CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO
CONSIDER ADDING SOME INTERNATIONAL REAL ESTATE TO YOUR PORTFOLIO
– Offers value, appreciation, and diversification opportunities
– Best In Class Global Real Estate Funds
– Value-oriented: Third Avenue Real Estate Value Fund (TVRVX)
– Growth- oriented: Baron Real Estate Fund (BREFX)
TWO RECOMMENDATIONS FOR END OF SUMMER READING
| David Darst recommends: | |
| Peter Langerman recommends: |
CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY
CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY
- Review assumptions using new approaches
- Maximize your social security benefits
- Consider impact of insurance products:
- immediate annuities
- longevity insurance
- long term care insurance
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