Age-Based Aggressive Ages 11-12

Portfolio Overview The Portfolio seeks growth of capital and low to moderate current income. The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors. U.S. Equities 36% International Equities 19% Real Estate Equities 5% Fixed Income 40% Real EstateInternational Equity [...]

2021-03-16T09:53:56-05:00October 25th, 2016|

Age-Based Aggressive Ages 19+

Portfolio Overview The Portfolio seeks growth of current income and low to moderate growth of capital. The Portfolio invests in a targeted mix of stock bond, and money market mutual funds that represent various asset classes and sectors. U.S. Equities 14% International Equities 4% Real Estate Equities 2% Fixed Income 71% Money Market 9% [...]

2021-03-16T09:54:49-05:00October 25th, 2016|

Age-Based Aggressive Ages 13-14

Portfolio Overview The Portfolio seeks growth of capital and low to moderate current income. The Portfolio invests in a targeted mix of stock and bond mutual funds that represent various asset classes and sectors. U.S. Equities 32% International Equities 15% Real Estate Equities 3% Fixed Income 50% Real EstateInternational Equity [...]

2021-03-16T09:54:05-05:00October 25th, 2016|
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