ACTION POINT

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

LOOK FOR THE POSITIVE TRENDS

July 19, 2013

• 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

 

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