ACTION POINT
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
RETIREMENT CALCULATORS
LOOK FOR THE POSITIVE TRENDS
• Great Investors search for what is working now and will work in the future
• Classic example: Winters’ focus on companies catering to the aspirational consumers in emerging markets
Connect
Connect with us on the following social media platforms.