Option #2 – Custom Portfolios
Part of the service we offer at Today & Tomorrow Financial Planning Inc. involves managing custom portfolios tailored and developed to meet your investment goals while taking into consideration your toleration for market fluctuations. Through years of experience and much trial on error Ron Rousseaux has developed a simple yet highly effective guideline for choosing investments. We call this our “10 & 10” rule:
1. The investment must have been in existence for at least 10 years.1
2. The investment must have a historical average return of better than 10% per year over the last 10 years.1
1 However, we do understand that with ever changing markets, sometimes we have to venture outside of that rule to ensure we are selecting the RIGHT fund for our clients.
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