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by USTommy
Mon Jul 15, 2013 4:19 pm
Forum: Investing - Help with Personal Investments
Topic: Portfolio review and questions
Replies: 1
Views: 239

Portfolio review and questions

Debt: Mortgage 2.89% 15years remaining Tax Filing Status: Married Filing Jointly, Tax Rate: 28% Federal, 6% State State of Residence: New York Age: 63 Desired Asset allocation: 40% stocks / 60% bonds Desired International allocation: 0% of stocks Current total portfolio: Low 6 figures Current portfo...

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