The INCOME Portion

These are non-correlated assets. In other words, their value is not tied to the larger fluctuations in the traditional stock market. In this portion of your portfolio, we will use a diversification among asset classes, for example, index funds or ETFs with the objective of producing a steady income. 

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you potentially save thousands in taxes and fees, tips for speeding up retirement preparations, and critical mistakes to avoid.

Ask Us About This Topic

Thank you!