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Key Investment Issues. Presented By :. F³E Foundation for Financial Education www.f3eonline.org 240-499-0390 sharon @f3eonline.org. Outline. A Little History…. Risk vs. Reward Baby Boom Tax & Fee considerations Asset Allocation Investment Myths Exit Strategies

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  1. Key Investment Issues Presented By: F³EFoundation for Financial Education www.f3eonline.org 240-499-0390 sharon @f3eonline.org

  2. Outline • A Little History…. • Risk vs. Reward • Baby Boom • Tax & Fee considerations • Asset Allocation • Investment Myths • Exit Strategies • Transitioning to Retirement

  3. A Little History • 100 Years of Data • Average Annual Rate of Return • Real Rate of Return • Asset Classes

  4. Risk VS. Reward • Volatility • Standard deviation • Equity Indexing

  5. Baby Boom • Boomers by the numbers • 7 seconds • 70 + Million • 2/3 of nations wealth

  6. Tax & Fee Considerations • Capital gains tax • Ordinary income • Retirement Accounts vs. non retirement • Compound interest=compound tax=compound inflation • Fees & LOC

  7. Asset Allocation • Stocks, Bonds & Mutual funds • ETF’s and Reits • Cash & Liquidity • A, B, C Shares

  8. Investment Myths • Everyone should invest • Growth needs active money managers • High risk= Greater reward • Taxes are ok if I am making money

  9. Exit Strategies • Estate Plan • Wills & Probate • Selling off assets • Charities and Trusts

  10. Transitioning to Retirement • Shifting from growth to income • Automated investment strategies • Inflation and taxes, the evil twin • Not out living your assets • Distribution laddering

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