Unconventional Wisdom Kristin Weil Melissa Sinclair Chuck Nadeau Kyle Nelepovitz Cori Shellabarger

Clear Strategy Have goals Follow your portfolio

Research in Diversifying Your Portfolio Personal Diversification Equity Orientation No asset should have less than 5% investment No asset should have more than 30% investment

Continued……. Domestic Equity Foreign Developed Equity Emerging Market Equity Real Estate US Treasury Bonds

Personalize Your Safety Net Diversification One Year of Savings Home Equity line of Credit Education

First Time Investment IRA’s & 401k Stocks & Bonds Mutual Funds Real Estate

Measure Investment Gains & Losses ROR Interview Recommendations