Future Topics

 

 
"The individual investor may diversify into many types of real estate investment opportunities. These are a few types of investments we will be reviewing in future articles. Please feel free to contact us with any questions you might have relative to your own investment diversification options."
 

Types of Equity Investment Options: (Financial Advisor: Darrick Walker Wachovia Securities*)

  • Money Market - Liquid cash accounts
  • Bonds - Fixed income
  • Stocks - (Value, Growth, Income, plus Covered Calls & Options)
  • Mutual funds (with various focuses)
  • Hedge funds
  • Commodities, Currencies, Metals, etc.

Types of Real Property Investment Options: (Gary Smith)

  • Land
  • Single family
  • MultiFamily
  • RE Loans
  • Commercial
  • Industrial
  • Retail

We will be reviewing various Investment Options from the above list and others in future Monthly Newsletters. If you have any specific questions we could answer for you now please contact us directly as indicated on the last page of this web site.

As always please feel free to pass this link along to any one you feel may benefit from this monthly publication. If you would prefer to be taken off this distribution please respond as well. Your personal Email distribution listing will not be shared out side my immediate team of advisors without your request.

*Darrick Walker is my son-in-law and has recently moved down with his family to Newport Beach from the Bay Area. He coordinates and manages the financial affairs of about 100 families in Northern California and Southern California. His emphasis is on 401 (k) rollover and pension distributions and income options for these distributions. He splits time between the Wachovia Securities in Newport Beach and Walnut Creek California. Please contact me and let me know if you also wish to be included on Darricks email list for Xerox stock updates, rollover planning, and otherasset management info etc.

 

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Also in this issue:

Federal Pension Law (1)

Personal Finance Planning (2)

Investment Feature of the month (3)

Future Topics (4)

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