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.

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