With rare exception, just about any fund (open-end or closed-end), ETP (to include ETF, ETN or ETV), any stock, bond, option, BDC, REIT, MLP, ultra or inverse strategy, UIT or annuity can be integrated into your portfolio design.
Years of market experience and working with clients and their portfolios has created a very simple grid; the 4 levels of investment planning. The grid makes sense, filling the grid with investments is the challenge people face and why they seek our advice.
Obviously we like order and precision with our allocations and plans to keep clients on track with prudent sound principles of financial and investment planning. There are only 4 harbors for your assets; thousands of vendors are out there soliciting, advertising, waiting to be selected into your plan.
Investment planning is broken down into four categories: tax-deductible investing, tax-deferred investing, tax-favored investing, and finally cash and cash equivalents.
Each level has specific goals, objectives, and timing. Generally the progression is establishing liquidity in cash-on-hand, followed by tax-favored, tax deductible, then tax deferred investing.
Click Your Design here or on the home page and see this section come alive and fall into place with your goals and objectives.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.