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Bank Accounts Major Auto Insurance Protection (Emergency Fund) Medical Homeowners/ Life

Increasing Potential Appreciation in value Risk of loss of capital. Increasing Loss of Purchasing Power Safety of Principal. Art Gems Collectibles Commodities Oil & Gas Income Real Estate (Lmtd Part.) Equipment Leasing (Lmtd Part.). Mid-Small Cap Mid-Small Cap Funds

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Bank Accounts Major Auto Insurance Protection (Emergency Fund) Medical Homeowners/ Life

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  1. Increasing Potential Appreciation in value Risk of loss of capital Increasing Loss of Purchasing Power Safety of Principal Art Gems Collectibles Commodities Oil & Gas Income Real Estate (Lmtd Part.) Equipment Leasing (Lmtd Part.) Mid-Small Cap Mid-Small Cap Funds Stocks Retirement Plans Large Cap Funds Blue Chip Stocks Residence IRA’s 401(k)’s REIT 403(b)’s Bonds Bond Funds Bank Accounts Major Auto Insurance Protection (Emergency Fund) Medical Homeowners/ Life 3-6 month expenses Coverage Tenant Long Term Care liquidity = quick access Insurance Disability to cash Bank Accounts Major Auto Insurance Protection Medical Homeowners/ (Emergency Fund) Coverage Tenant Life 3-6 month expenses Insurance Long Term Care liquidity = quick accessDisability to cash

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