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perhaps some individual bonds for stability and income,” Chadwell said.
“Whether we are investing for Kenton, their IRAs, or their personal portfolio, mutual funds would generally be my first choice for investment given the amounts of money in our example.
“Where appropriate I would like to see the use of multiple funds, both domestic and global in scope, to insure proper diversification. As a rule I recommend funds in larger, well-established fund families,” Chadwell said. “One advantage of this is the flexibility to move easily between funds should your situation change or market circumstances to dictate. It is also important that the funds demonstrate a good long term track record with an entrenched management. „. „
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