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FTJ FundChoice, LLC Asset Allocation Detailed Report Greg Barber Maria Barber September 12, 2003 3029 Dixie Highway, Suite 203 Edgewood, KY 41017 [phone] Table of Contents Introduction to Asset Allocation............................................................................................................ 3 Client Profile................................................ 4 Background Information......................4 Education Planning ..............................................................................................................................4 Current Earnings..................................5 Retirement Planning............................5 Cash Flow............................................................................................................5 Taxes...................................................6 Social Security.....6 Annuities..............6 Planned Savings..................................................................................................................................6 Current Portfolio........ 8 Risk Profile .................................................................................................................................................. 9 Risk Tolerance Questionnaire.............9 Risk Profile Analysis..........................10 Optimize Portfolio ........................................................................................................... ...

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• Publié par: Phyan
• Nombre de lectures: 26
• Langue: English

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FTJ FundChoice, LLC

Asset Allocation Detailed Report

Greg Barber Maria Barber September 12, 2003

      3029 Dixie Highway, Suite 203 Ed ewood, KY 41017 [phone]

Table of Contents Introduction to Asset Allocation............................................................................................................ 3   Client Profile................................................................................................................................................4   Background Information......................................................................................................................4   Education Planning..............................................................................................................................4   Current Earnings..................................................................................................................................5   Retirement Planning............................................................................................................................5   Cash Flow............................................................................................................................................5   Taxes...................................................................................................................................................6   Social Security.....................................................................................................................................6   Annuities..............................................................................................................................................6   Planned Savings..................................................................................................................................6   Current Portfolio ........................................................................................................................................ 8   Risk Profile..................................................................................................................................................9   Risk Tolerance Questionnaire.............................................................................................................9   Risk Profile Analysis..........................................................................................................................10   Optimize Portfolio....................................................................................................................................11   Capital Market Assumptions..............................................................................................................11   Constraints.........................................................................................................................................11   Efficient Frontier Graph.....................................................................................................................12   Tax Implementation: Proposed Portfolio...........................................................................................13   Current and Proposed Portfolios.......................................................................................................14   Historical Analysis..............................................................................................................................15   Return Percentiles (Post-Tax)...........................................................................................................17   Wealth Percentiles (Post-Tax)...........................................................................................................18   Portfolio Comparison Table...............................................................................................................19   Sensitivity Analysis.................................................................................................................................20   Wealth Projection Graph: Current Portfolio (Post-Tax, Future Value) .............................................20   Wealth Projection Graph: Proposed Portfolio (Post-Tax, Future Value) ..........................................21   Wealth Projection Table: Current Portfolio (Post-Tax, Future Value) ..............................................22   Wealth Projection Table: Proposed Portfolio (Post-Tax, Future Value) ...........................................24   Glossary.....................................................................................................................................................26    

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