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Investment Management & Financial Planning

 

Wealth Building Strategies Newsletter April 2008

 Dear Karla, 

Get A Round-Trip Investment With
International REITs

If you are an investor who owns U.S. REITS, you are only seeing part of the total picture. In fact, a shift toward an international REIT portfolio may be more suitable, Expanding an investment portfolio to include internationala real estate could open the door to potential return opportunities while further dampening portfolio risk. As is said in real estate, it is all about "location, location, location". Click here to read full article.


Stockbrokers, Fee-Only Advisors, Fee-Based
Advisors - What's the Difference?

 

The financial services industry is a very crowded space.
With so many to choose from, how do you distinguish what
type of financial advisor you are working with? How do you
know who you can trust with your money? Many financial
advisors are nothing more than glorified salespeople with a
clever title. The investments they sell have a direct correlation with the compensation they receive. Given those dynamics, what are the odds that you will receive objective advice? Don't be fooled. The following guide will help you make more informed decisions on how advisors are compensated.
 Click here to read the full article.


A New Way to Manage Retirement Funds

Uncle Sam wants laggard 401(k) account holders to beef up their savings by channeling contributions into diversified default investments.

Read Cathy's quote on BusinessWeek's "A New Way to Manage Retirement Funds" Click here to read the full article. 

Question of the Month - What's the difference between recession and depression?

What's the difference between a recession and a depression?

A recession is defined as 6 months or two consecutive quarters of GDP decline.

A depression is defined as 18 months or six quarters of GDP decline. 

Send us your comments or general questions to info@cathypareto.com

     In This Issue

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Cathy Pareto, MBA, CFP®, AIF  

Cathy Pareto And Associates
2332 Galiano Street,
2nd Floor
Coral Gables, FL 33133

Tel: 305-728-7234

Financial Planning and Investment Management services for:

Visit Our Blog
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Cathy Pareto & Associates, Inc.- Investment Management and Financial Planning
Tel: (305) 728-7234 
info@cathypareto.com  
http://www.cathypareto.com/  




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Coral Gables, FL 33134

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