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The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need.

Published byCarol Cameron Modified over 9 years ago

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Presentation on theme: "The Right Approach to Investing. The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need."— Presentation transcript:

1 The Right Approach to Investing

2 The Right Approach for You Let’s determine Who you are What you currently have What your objectives are What you need How to meet your needs

3 A Question of Funds What are my investment objectives? How stable is my investment? How much income might this investment provide? What growth potential does the investment offer?

4 A Fund for Everyone Money Market Funds Short-Term Bond Funds Intermediate-term Bond Funds Long-term Bond Funds Growth Funds Growth and Income Funds Global Growth Funds

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