What about funds, ETFs, stocks, bonds?

These can arise in implementing your financial plan. Fact is, there are different models and each approach can show advantages over the others. Each also has drawbacks. This website mentions investment “themes” for income, inflation-protection, etc but how you implement specific products is a discussion with your chosen advisor.


2019-03-18T14:41:30-04:00February 27th, 2019|