Wednesday, November 12, 2014

Retirement Savings Planning & Investment Strategies

Saving for retirement requires the discipline to set aside at least 10% of your gross income on a monthly basis.  If this sounds challenging, now try to invest your money wisely.

How do you invest your money wisely??? 


This is not an easy question to answer.  If you talk to 50 investment advisors, they will offer different strategies - from the ultra-conservative to the ultra-aggressive.  Most fall somewhere in between.  But even the middle of the road advice I have found to be inaccurate, as far as maximizing reward to risk is concerned.  

The optimal investment strategy should try to maximize average annual investment returns while assuming the least amount of risk possible.  Period.  Amen.

In this Powerpoint presentation, I offer a solution for the average investor who doesn't want to have to bother with trading or tweaking the portfolio week in and out.  Equally important, I show you long-term investment results of the major investment asset classes: stocks, bonds, real estate and commodities.

I hope you apply these key concepts which will help you save for your retirement and meet your financial goals.