1. A Fresh Look atYour Retirement Plan by Gregor McDonald, CFP ® Vision Financial Planning 2. A Fresh Look atYour Retirement Plan Recent market events compel us to review…
1. Intro. to InvestingDiversification09/05/13 2. • Diversification• “Most Hated Stock-Market Rally in Years Goes On”• What do we think 3. Studies show that somewherebetween…
Slide 1Presenter’s Name TITLE PLACEHOLDER Firm Slide 2 Three things to know about asset allocation Different assets play different roles Markets are unpredictable The mix…