AJSOMFQjfdklasjkl

AJSOMFQjfdklasjkl

AJSOMFQjfdklasjkl

AJSOMFQjfdklasjkl

AJSOMFQjfdklasjkl

Back
Investor Type:Saver
Index:S&P 500® or Russell 2000®
Duration:5 Year
Protection:-30%
Load Profile

Saver: Meet David

David is in his sixties, married, has three adult children and nine grandchildren. He is a partner at a successful law firm, and planning on retiring within the next five to ten years.

David accumulated a significant amount of assets for retirement, though like most investors, his portfolio took a hit in 2008. David was defensive after the crash, and realizes he is still over weighted in fixed income and cash instruments. Even though David has a relatively low risk tolerance, he recognizes the need for growth over the years leading to retirement. However, taking that leap back into equities causes him some concern.

See the Glossary for definitions of the blue text links.

NOT A SAVER? TRY ONE OF THESE OTHER INVESTOR PROFILES: