ACTION POINT

DON’T BE AFRAID TO INVEST IN YOURSELF

September 13, 2013

You are the best investment you can make!

DON’T ABANDON YOUR ENTIRE PORTFOLIO OF U.S. TREASURIES OR BONDS!

September 6, 2013

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

August 23, 2013

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

August 15, 2013
David Darst recommends:
Peter Langerman recommends:

CALCULATE HOW MUCH MONEY YOU NEED TO RETIRE COMFORTABLY

July 26, 2013

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

RETIREMENT CALCULATORS

T. Rowe Price
Fidelity

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