|
Choosing Investments
Step 1: Implement the asset allocation plan
to determine what percentage should be allocated to stocks, bonds, cash,
small cap and international mutual funds.
Step 2: Analyze existing holdings and make
adjustments.
Step 3: Invest in selected equities from
our approved list at attractive valuation.
Step 4: Make bond allocations.
Step 5: Dollar cost average into mutual
funds.
Copyright © 2003, Pacwest Financial Management, Inc. All Rights Reserved.
DBA Arizona PacWest Financial Management Inc.,
Registered Financial Advisor
Designed by Kinexus
Design.
|
