Choosing Investments
|
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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Denver, Colorado, U.S.A.
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