Choosing Investments That Meet Your Objectives
The following tables lists examples of investments that are suitable for specific financial objectives.
Investment Objective
|
Suitable Investments
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Security of Principal
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Money Market Funds
High Grade Corporate Bonds
High Grade Zero Coupon Bonds
GNMA Securities
Government Bonds
Unit Trusts
|
Monthly Income
|
Money Market Funds
Unit Trusts
GNMA Securities
Income-Oriented Mutual Funds
|
Liquidity
|
Money Market Funds
Unit Trusts
Common Stocks
Bonds
Mutual Funds
|
Long-Term Appreication
|
Common Stocks
Real Estate Ltd. Partnerships
Growth-Oriented Common Stocks
Mutual Funds
|
Predictable Return
|
Zero Coupon Bonds
Corporate Bonds
Municipal Bonds
Government Bonds
Preferred Stocks
Unit Trusts
|
Tax-Free Income
|
Municipal Bonds
Certain Unit Trusts
Mutual Funds
|
Sheltering Taxable Income Hedge Against Inflation
|
Tax Shelters in Oil & Gas Real Estate
Common Stocks
Real Estate Ltd Partnerships
Gold-Oriented Mutual Funds
Other Mutual Funds
|
Hedge Against Stock Market Volatility
|
Covered Options
|
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