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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)
Back to Newsletter
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