Mitigating Your Taxes in Retirement – Diversification 2.0
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Scuba Diving in Catalina Island, CA 1986 John Rappaport and me
Green Moray Eel
Diversification 2.0 vs Traditional Planning
Large Cap Stocks – Standard & Poor’s 500® US Corp Bonds – iBoxx $ Liquid Investment Grade Index Mid Cap Stocks – Standard & Poor’s MidCap 400 US Gov’t Bonds – ICE U.S. 3-7 Year Treasury Bond Index Small Cap Stocks – Standard & Poor’s SmallCap 600 US Real Estate – Dow Jones U.S. Real Estate Index Foreign Stocks – MSCI EAFE Index Natural Resources – S&P North American Natural Resources Sector Index Emerging Market Stocks – MSCI Emerging Markets
Source: Bloomberg. This material has been obtained from sources generally considered reliable. No guarantee can be made as to its accuracy. Not intended to represent the performance of any particular investment. Indices are unmanaged and one cannot invest directly in an index. Past performance is not a guarantee of future results. Returns in excess of 1 year are annualized.
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