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Retirement Planning Question – Growth Income

 

Q: We are in our mid 60’s and have $100,000 to invest for both growth and income with a very limited amount of risk. Any suggestions?

A: It is really tough to give specific advice with the limited information provided. If you are looking for an investment that pairs both stocks and bonds together I can give you a couple of ideas. If you want to manage the money yourself I suggested opening a Vanguard or Charles Schwab account. There are no fees to have an account and you will have plenty of no load mutual funds to chose from as well as stocks and ETF’s that trade for $8.95. Look into VWINX ( 65% bonds- 35% stocks) and VWELX (60% stocks and 40% bonds). Both of these are low cost Vanguard mutual funds.

Also, if you are interested in hiring a manager I attached a copy of the latest performance of the WELA 50-50 portfolio. This is a portfolio that manages 50% stocks and 50% bonds. If you have any other questions about either investment feel free to reach back out to me.

Wela 50-50 Portfolio

 


 

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