Individual portfolios typically consist of one or more of these equity strategies. Fixed income strategies can also be used when appropriate.
Quality Equity Dividend
CFP® | CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.
There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. The examples above are for illustrative purposes and are not to be considered a recommendation. Individual results will vary.
REITs involve risks such as refinancing, economic conditions in the real estate industry, changes in property values and dependency on real estate management.