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Home Depot Model Portfolios


Due to the lack of market-based (passive or index) investment selections in the plan, we have discontinued model portfolios in favor of recommending the investor who does not want to manage their assets in the self-directed brokerage window consider an appropriate LifePath portfolio.

It is critical with Target Date mutual funds (those funds with dates listed in their names with the idea that you should choose one near your anticipated retirement) that you select your fund not based on the date, but based on the appropriateness of the investment mix and how that mix interacts with your overall portfolio.

We strongly recommend use of the Self-Directed Brokerage window for most savers, and especially if your balance exceeds $50,000.

The above model portfolios do not represent an investment recommendation, nor do they represent portfolios Clear Financial Advisors may recommend for clients. Individuals should consult a qualified financial advisor for an assessment of their need and ability to take various investment risks, in consideration of their personal goals, assets, income flows, and preference for various types of investment risk. The growth model portfolios above represent a starting point for considering an investment portfolio built for long-term (7-10+ years) objectives. They do not suggest that an investment in your employer plan is appropriate, or that any of the portfolios here are the best place for you to invest.

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CLEAR.INVESTMENTS

is a service of

Clear Financial Advisors, LLC

39111 Six Mile Road

Livonia, MI 48152

 

Past performance is not indicative of future results. Differences in account size, timing of transactions and market conditions prevailing at the time of investment may lead to different results, and clients may lose money. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Clear Financial Advisors uses independent firms such as Betterment, TIAA, and TD Ameritrade, Inc. to custody client assets. Betterment, TIAA, TD Ameritrade, Clear Financial Advisors and the other entities named are separate and unaffiliated firms. Betterment, TIAA, and TD Ameritrade do not endorse or recommend any financial advisor and the use of the Betterment, TIAA or TD Ameritrade logos does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

 

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