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The Right Approach to Investing

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Post on 30-Dec-2015

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Page 1: The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need

The Right Approach to Investing

Page 2: The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need

The Right Approach for You

• Let’s determine• Who you are• What you currently have• What your objectives are• What you need• How to meet your needs

Page 3: The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need

A Question of Funds

• What are my investment objectives?• How stable is my investment?• How much income might this investment provide?• What growth potential does the investment offer?

Page 4: The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need

A Fund for Everyone

• Money Market Funds• Short-Term Bond Funds• Intermediate-term Bond Funds• Long-term Bond Funds• Growth Funds• Growth and Income Funds• Global Growth Funds