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Your Wealth Question – Income Builder Funds

 

Q: I’m 60 years young and my Smith Barney advisor has the major of my meagre funds in Thornburg Investment Income Builder Fund. What are your thoughts on expenses and stability of this fund?

 

The Income Builder is a good fund that falls in-line with our income beliefs.

 

All CIA client portfolios are custom designed to meet your risk tolerance, income needs, time horizons and overall objectives. Portfolios are typically managed with a blend of both Income and Growth oriented investments:

 

When you retire you need a steady cash flow to meet your daily needs and live out your dreams. At CIA, we are continually researching unique and innovative strategies that allow us to provide regular and consistent income options to clients while always focusing on capital preservation.

 

You should absolutely make sure that this is just part of your total asset allocation and that you are covered with other assets that are less volatile than this.  The majority of this fund would be classified as equities or more aggressive than a conservative portfolio.  You need to take into account both your need for yield/return and your level of risk that you are comfortable with when determining your proper mix for your portfolio.

The CIA Way (How we can help)

 

Many portfolio investment firms tout their size and vast warehouse of financial products as the reasons to invest with them. Not CIA. Our focus on INCOME INVESTING gives our clients the ability to SWAN.

 

SWAN

 

At CIA, our number one priority is to help you Sleep Well At Night (SWAN). We do that by earning your confidence and trust every day—and by helping you work toward your long-term financial goals and objectives.

 

We call this the SWAN approach. You may call it something else—a grandchild goes to college, a retirement is secured, a new business takes shape.

If you are still unsure and would like to talk this over with one of our advisors, please contact us for a free consultation today.


 

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