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10 Cards in this Set
- Front
- Back
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Preservation of capital Safety or safe haven Principal protection |
Money market/ Money market MF US government debt Investment grade bond |
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Current income Regular income |
Bond (Bond MF) Preferred stock Blue chip stock REIT |
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Monthly income “For living expenses” |
GNMA/ FNMA/ FHLMC and/or CMO bond Money market mutual fund Variable and fixed annuity |
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Capital appreciation Capital growth Growth |
Common stock Stock mutual fund ETF Raw land and new construction DPP |
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Aggressive growth Speculation |
Hedge fund Leveraged ETF Sector mutual fund Speculative DPP program |
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Tax advantaged Tax sheltered High tax bracket High earner Wealthy |
Municipal bond Stock with qualified dividends DPP IRA Variable and fixed annuity |
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Liquidity Need access to money |
Mutual fund Money market Listed stock US Government debt |
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High yield income |
Corporate debt- debenture/ subordinated debenture Blue chip stock Preferred stock |
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Saving for future life event |
Zero coupon bond College savings plan/ ESA IRA Lifecycle mutual fund Savings bond Health savings plan |
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Keep pace with inflation |
Common stock TIPS Stock mutual fund |
