Investing Conservatively in Retirement (ePub)
Make Your Money Work for You (For the Middle Class)
(Sprache: Englisch)
The strategy described in this book makes your money work for you despite what the stock market is doing. A big advantage for this strategy is that people do not have to lose sleep due to the ups and downs of the market. The primary objective is to generate...
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Produktinformationen zu „Investing Conservatively in Retirement (ePub)“
The strategy described in this book makes your money work for you despite what the stock market is doing. A big advantage for this strategy is that people do not have to lose sleep due to the ups and downs of the market. The primary objective is to generate a steady and increasing stream of income for and through retirement. The secondary objective is to grow the investments so there is an increasing sum of money for lifes unexpected events and your heirs.
The sample portfolio constructed with this strategy showed that a $500k investment from 12/03 to 12/13 distributed $260K while the portfolio value increased from $500K to $845K. Therefore, over ten years, a $500k portfolio generated a total value of $260K + $845K = $1.105M. Not bad for what is essentially a passive, low-risk portfolio!
The sample portfolio constructed with this strategy showed that a $500k investment from 12/03 to 12/13 distributed $260K while the portfolio value increased from $500K to $845K. Therefore, over ten years, a $500k portfolio generated a total value of $260K + $845K = $1.105M. Not bad for what is essentially a passive, low-risk portfolio!
Autoren-Porträt von Frank DiPasquale
The author is an accomplished certified financial planner and has been in practice for several years. He has helped a vast number of people with their investments and financial planning. People nearing retirement and in retirement have been the focus of his practice. The author has been a leader in the chemical industry for many years and had many personal life experiences, good and bad. It is this leadership, education, and life experience that gives him a well-rounded perspective of the world and how to succeed.
Bibliographische Angaben
- Autor: Frank DiPasquale
- 2014, 1 Seiten, Englisch
- Verlag: AUTHORHOUSE
- ISBN-10: 1496935268
- ISBN-13: 9781496935267
- Erscheinungsdatum: 23.08.2014
Abhängig von Bildschirmgröße und eingestellter Schriftgröße kann die Seitenzahl auf Ihrem Lesegerät variieren.
eBook Informationen
- Dateiformat: ePub
- Größe: 0.57 MB
- Mit Kopierschutz
Sprache:
Englisch
Kopierschutz
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