PowerPoint
Slides - Senior Financial Issues
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| The six mistakes |
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| Mutual Fund Expenses |
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| Percentage of funds
that beat S&P 500 |
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| Market Performance & Volatility
- 1 year |
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| Market Performance &Volatility
- 5 years |
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| Market Performance &Volatility
- 10 years |
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| Market Performance &Volatility
- 15 years |
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| Stock Market Emotions |
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| Using Fixed Annuity to reduce tax on Social Security Income |
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| History of 6 month CD rates (you cannot depend on short term instruments) |
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| Bonds vs Bond Funds |
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| Required NASD disclosure bonds vs bond funds - 1 |
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| Required NASD disclosure bonds vs bond funds - 2 |
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