For most readers, anxiety revolves around taxes-income and estate. Can you guess what's in second place? Hands down, it's achieving these three goals: increasing income on invested assets; hanging onto invested capital; and identifying alternatives to investing in the stock market. Each concern contains a common denominator: invested assets, primarily funds in some sort of qualified plan. The struggle is always the same: How to invest the funds. Historically low interest rates, the struggling economy and the uncertainty of Wall Street have created a current investment problem that seems to have no known solution.
展开▼
