Managed Options Portfolio

Index Portfolios

Return Enhancement Strategies

Single Stock Concentrated Position Strategies

Municipal and Government Bond Portfolio Laddering

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Capital Income Building

In light of the latest tax law changes, one of the “old stand by’s” is all of a sudden becoming popular again ­ stocks with dividends.

We can recommend the portfolio that will be right for you from amongst several mutual fund portfolios in this category that seek out large, established, “qualified dividend’ paying companies, with proven records at increasing dividends. These portfolios seek to provide both current income and capital appreciation. These portfolios also invest in preferred stocks, convertibles, bonds, and cash.

 

 
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