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that could significantly impact your financial future. One of the
critical decisions you'll make relates to Social Security, which
plays an important role in your broader retirement income plan.
Social Security offers many benefits, such as:
. Lifetime retirement income
. Payments indexed for inflation
. Certain spousal and survivor benefits
. Preferential tax treatment
With benefits like these, it's easy to see why Social Security is
such an important component of your overall portfolio.
of publicly traded real estate, equity and debt. This paper will provide an overview of several examples of alternative investments.
Advisors can use this information to determine which, if any, of these investment
solutions might be appropriate for their clients' specific investment goals, given
their existing portfolio of holdings and their unique tolerance for risk.
developing and retaining the next generation of talent.
in-depth study on India than our usual country reports. While
India has more listed companies than any other country,4 we
presume many of our readers may be less familiar with this
market than, say, that of the U.S., Germany, or even China.
Investors' attitudes toward India tend to alternate between
extremes of worship and despair. We think a calmer middle
ground is warranted for this market (and many others).
As of December 31, 2013, India is the ﬁ fth largest country
allocation of the Royce International Smaller-Companies
Fund (RIS). Let's discover why we are somewhat more bullish
Many of the large-cap technology companies of today are extremely well known with robust global franchises, better financial health, strong levels of profitability and attractive valuation levels.
portfolios it manages-Artisan Global Opportunities Fund, Artisan Mid Cap Fund and Artisan Small Cap Fund.
Currently, the team has identified a number of compelling secular trends that it believes are catalysts for profit acceleration and that will drive growth for some time to come.
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