Three Model Portfolios Designed to Help You Sleep Well At Night


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Sunday, July 13, 2014

Conservative Retirement Portfolio Results Through 1st Half 2014

We are very proud of our results.



The Retirement Advisor Aggressive Growth and Income Model Portfolio 1, designed for someone approaching retirement who is interested in a portfolio allocation designed to provide income and capital appreciation while avoiding excessive risk.


The Retirement Advisor Moderate Growth and Income Model Portfolio 2 , designed for someone who has retired and seeks to maintain their current standard of living, even with inflation.


The Retirement Advisor Conservative Capital Preservation Model Portfolio 3 , designed for someone in the later stages of retirement who wants to avoid large losses in their portfolio and who does not need a lot of inflation protection.

More Information:


Monday, April 28, 2014

PenFed CD Rates

Current CD rates and terms at Pentagon Federal Credit Union. You can often get higher than advertised CD rates at your local branch if you do your homework. Print out this "Highest CD Rate Survey" and bring it in with you.  Print out some of the advertisement of rates advertised on your bank's competing web sites so you have proof.

==> PenFed CU Money Market Certificates <==  as of 4/28/14
Rates are lower again at PenFed compared to the past

TermDividend RateAPY
6 Month0.300%0.30%
1-Year0.800%0.80%
2-Year0.900%0.90%
3-Year1.000%1.00%
4-Year1.250%1.26%
5-Year1.500%1.51%
7-Year1.500%1.51%

As of today, you can get 0.95% in a Savings Account at CIT Bank for $25,000
March 26, 2014 Rates
TermDividend RateAPY
6 Month0.300%0.30%
1-Year0.800%0.80%
2-Year0.900%0.90%
3-Year1.250%1.26%
4-Year1.500%1.51%
5-Year1.750%1.76%
7-Year1.750%1.76%

February 26, 2014 Rates
TermDividend RateAPY
6 Month0.300%0.30%**
1-Year1.150%1.16%
2-Year1.250%1.26%
3-Year1.500%1.51%
4-Year1.750%1.76%
5-Year2.000%2.02%
7-Year2.250%2.27%


December 9, 2013 Rates
TermDividend RateAPY
6 Month0.300%0.30%
1-Year0.750%0.75%
2-Year1.400%1.41%
3-Year2.000%2.02%
4-Year2.200%2.22%
5-Year3.000%3.04%
7-Year3.000%3.04%
Minimum investment is $1,000.

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The Retirement Advisor Model Portfolios all began with $200,000 on 1/1/2007