Wealth Action Plan For Customers

Source: ING, September 2010 Last year marked the 50th anniversary of the U.S. Congress approving the creation of real estate investment trusts (REITs). Since then, the tax-efficient REIT structure has been introduced in over 20 countries, and there are nearly a dozen more considering the vehicle. Growth in this asset class has opened up cross-border [...]

Diversified Index Portfolio (60/40) is a mix of 35% Russell 3000 Index, 17% MSCI EAFE, 3% MSCI EM, 40% BarCap Agg, and 5% FTSE NAREIT Index; Diversified portfolio moving to cash is the Diversified Index Portfolio (60/40) until September 30, 2008 and then 100% cash (Citigroup 3-month T-bill Index) through June 30, 2011. Indexes are [...]