Ages 13-14

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 15.5% Real Estate Equities 2.5% Fixed Income 50% Real EstateInternational Equity [...]

2018-08-22T08:45:17+00:00October 25th, 2016|

Age-Based Moderate 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 26% International Equities 11.5% Real Estate Equities 2.5% Fixed Income 60% Real EstateInternational Equity [...]

2018-08-22T08:53:51+00:00October 25th, 2016|

Age-Based Conservative Ages 13-14

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 19% International Equities 9% Real Estate Equities 2% Fixed Income 65% Money Market 5% [...]

2018-08-22T08:59:47+00:00October 25th, 2016|