Investment Guidelines

A "Rule of Thumb" methodology for choosing the risk factors in your investments. These "Rules" are not to be followed in every case nor are they to be followed if your risk tolerance differs from the "Average" levels. As an example, I have a high risk tolerance, my investments tend to be more closely related to the aggressive growth category. This personal investment guideline even allows me, at middle age, to keep over 60% in the aggressive growth category. Another investor may have a low risk tolerance, thus avoiding aggressive growth and sometimes even growth investments!

	Income	Stability	Growth	Aggressive Growth
Young Families	0	15	40	45
Middle Age	30	10	50	10
Planning for Retirement	40	20	30	10
Retirees	40	40	20	0

Copyright © 2001© 1992, 1994, 2000,2003 THIS MATERIAL IS COPYRIGHTED. 
ASK NOT, USE NOT UNLESS YOU WANT TO BREAK
THE EIGHTH COMMANDMENT OF OUR LORD! 
ASK, IN WRITING, AND IT SHALL BE GIVEN UNTO YOU
FOR YOUR NON-COMMERCIAL USE.
ALL RIGHTS RESERVED