Susie can help you with your real estate investment needs.
Remember that the stock market fluctuates a great deal. It
goes up and down. But real estate is nearly always a sound
investment and maintains its value. Every good, solid investment
plan involves real estate holdings of some way, shape or form.
Let Susie work with you to find just the perfect addition
to your portfolio.
A smart investor
knows that diversification of investments is the smartest,
safest and most proven approach to take.
In times of market
volatility, this becomes crucial. Having a liquidity mixture
in your portfolio is also a smart idea. The exact mix of your
portfolio depends on several factors including age, tax bracket,
risk tolerance, liquidity needs, and investment goals. In
general, here is a good idea of a well-diversified portfolio:
*Cash Reserves
for short-term needs -- checking accounts, money-market accounts,
savings accounts and shorter-term CDs.
*Longer-term, taxable
investments that are relatively liquid, such as:
- Stocks -- common
or preferred
- Bonds -- U.S.
Government, corporate
- Mutual Funds
-- bond funds, growth funds, balanced funds, international
funds
*Tax-advantaged
investments, such as:
- Annuities --
fixed and variable
- Qualified Plans
-- 401(k), 403(b), IRAs, SEPs, SARSEPs
- Municipal bond
funds
Susie can help
you with your real estate investment needs. Remember that
the stock market fluctuates a great deal. It goes up and down.
But real estate is nearly always a sound investment and maintains
its value. Every good, solid investment plan involves real
estate holdings of some way, shape or form. Let Susie work
with you to find just the perfect addition to your portfolio.
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