FOR BETTER RESULTS, ADAPT TARGET-DATE FUNDS TO INVESTOR REALITY

http://www.advisor.ca/retirement/retirement-news/for-better-results-adapt-target-date-funds-to-investor-reality-235529

If the Target Date is customized for you, if it knows about you, there is a 75% chance of achieving the target. If it doesn’t know about you, it’s an anonymous packaged product, then there is only a 45% chance of you achieving your target. All the assumptions and associated metrics are in the attached article, feel free to enjoy.

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TWP Overview

Trusted Wealth Professionals are fully licensed complete service wealth professionals, who can offer ALL the investment products, services and styles to their clients. Including practicing the investment style Buy and Rule ® for individual investors, families, and business owners.

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Rules Based Investing

Rules-Based Investing (RBI) is an investment technique that preserves capital. Practicing RBI, an investor gains during Up markets, and minimizes downside risk during Down markets. RBI, also known as Buy and Rule ®, is Pension Style investing, perfect for Individual Pension Plans (IPPs).

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CIC Course

The Canadian Investors’ Course (CIC) educates investors on portfolio construction and the various instruments within a portfolio; ie. stocks, bonds, ETFs, etc … Investors are also educated about the various licensed professionals in Canada and how they earn their fees.

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Target Date Funds: Personalized GREAT Anonymous MEH

FOR BETTER RESULTS, ADAPT TARGET-DATE FUNDS TO INVESTOR REALITY