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					Unconventional Wisdom

          Kristin Weil
          Melissa Sinclair
          Chuck Nadeau
          Kyle Nelepovitz
          Cori Shellabarger
Clear Strategy

   Have goals

   Follow your portfolio
Research in Diversifying Your Portfolio

   Personal
   Diversification
   Equity Orientation
   No asset should have
    less than 5% investment
   No asset should have
    more than 30%
    investment
Continued…….

   Domestic Equity
   Foreign Developed Equity
   Emerging Market Equity
   Real Estate
   US Treasury Bonds
Personalize Your Safety Net

                Diversification
                One Year of Savings
                Home Equity line of Credit
                Education
First Time Investment

   IRA’s & 401k
   Stocks & Bonds
   Mutual Funds
   Real Estate
Measure Investment Gains & Losses

   ROR
   Interview Recommendations

				
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