Choosing Investments
That Meet Your Objectives

The following tables lists examples of investments that are suitable for specific financial objectives. To learn more, click on "Choosing Investments" in the left navigation bar.

Investment Objective
Suitable Investments

Security of Principal






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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