Introduction to the Universe of Income-Generating Financial Strategies

There are three basic categories of investments: conservative, moderate, and aggressive.

CONSERVATIVE

Certificates of Deposit
Government Bonds
Fixed Annuities
Insured Municipal Bonds

MODERATE

Corporate Bonds
Indexed Annuities
Preferred Stock
REITs

AGGRESSIVE

Common Stocks
Stock Mutual Funds
Commodities
Speculative Real Estate BDCs

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TR=I+G Guide

There are many misconceptions about investing. One is that the terms ‘growth’ and ‘return’ are synonymous. They are not. Total return is a sum of

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In survey after survey, the top financial fears among older Americans are almost always the same. They include things like: Not having saved enough for

Introduction to the Universe of Income-Generating Financial Strategies

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