Unconventional Wisdom

Kristin WeilMelissa Sinclair Chuck NadeauKyle NelepovitzCori Shellabarger

Clear Strategy

Have goals

Follow your portfolio

Research in Diversifying Your Portfolio

Personal Diversification Equity Orientation No asset should have

less than 5% investment No asset should have

more than 30% investment

Continued…….

Domestic Equity Foreign Developed Equity Emerging Market Equity Real Estate US Treasury Bonds

Personalize Your Safety Net

Diversification One Year of Savings Home Equity line of Credit Education

First Time Investment

IRA’s & 401k Stocks & Bonds Mutual Funds Real Estate

Measure Investment Gains & Losses

ROR Interview Recommendations