Saturday, January 3, 2015

Being smart with $$ - Happy new year


January 1, 2015

Wishing your portfolio a happy new year. It had a pretty good 2014. A simple portfolio of 60% US stocks, 10% international stocks, 5% REITs and 25% bonds returned 7.5% last year. Hopefully you did that well. If anyone wants to guarantee me that return indefinitely, I will gladly accept it. 
- Larry Pike, CFA
-
www.clientpriority.com

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