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 16% Real Estate Equities 2% Fixed Income 50% Real EstateInternational Equity U.S. [...]

October 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 27% International Equities 11% Real Estate Equities 2% Fixed Income 60% Real EstateInternational Equity U.S. [...]

October 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 60% Money Market 10% [...]

October 25th, 2016|