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The document describes a "Smart Income" portfolio approach for lower risk wealth management that generates high current income from steady monthly and quarterly payments across a diversified set of income sources, offering liquidity, stability, and protection against inflation and deflation through active management that can make adjustments based on changing market conditions.
The document describes a "Smart Income" portfolio approach for lower risk wealth management that generates high current income from steady monthly and quarterly payments across a diversified set of income sources, offering liquidity, stability, and protection against inflation and deflation through active management that can make adjustments based on changing market conditions.
Copyright:
Attribution Non-Commercial (BY-NC)
Formatos disponibles
Descargue como PDF, TXT o lea en línea desde Scribd
The document describes a "Smart Income" portfolio approach for lower risk wealth management that generates high current income from steady monthly and quarterly payments across a diversified set of income sources, offering liquidity, stability, and protection against inflation and deflation through active management that can make adjustments based on changing market conditions.
Copyright:
Attribution Non-Commercial (BY-NC)
Formatos disponibles
Descargue como PDF, TXT o lea en línea desde Scribd
A PRUDENT SOLUTION FOR LOWER RISK WEALTH MANAGEMENT
WHAT THE ‘SMART INCOME’ APPROACH MEANS FOR YOUR
PORTFOLIO:
1. Your portfolio generates high current income
2. Your portfolio income comes in steady and regular monthly and quarterly payments 3. Your portfolio has a broadly diversified sources of income 4. You can reinvest any part of or all of your portfolio income at any time 5. You have 100% liquidity in your portfolio
HOW YOU MAY BENEFIT FROM THE ‘SMART INCOME’ APPROACH:
1. You benefit by achieving greater overall stability than many other
traditional approaches 2. You benefit by having built-in inflation protection 3. You benefit by having built in deflation protection 4. You benefit from active management that can make adjustments to changing market conditions
We Express No Opinion As To Subsection (F) of OCGA 51-13-1, Which Provides For Periodic Payment of Future Damages Awards of $350,000 or More in Medical Malpractice Actions