Investor Stories

A FAMILY AFFAIR

What would you do with $10,000?

A Family Affair: Blake and Michelle received a surprise wedding gift and followed the financial advice of their advisor to invest this gift in the Franklin Mutual Global Discovery Fund, which seeks capital appreciation by investing in undervalued mid- and large-cap equity securities, with a significant portion of its assets in foreign securities and, to a lesser extent, distressed securities and merger arbitrage. Over the next 20 years — while building their life together and growing their family — they committed to making $100 monthly contributions, increasing that amount by $25 each year. They also made several withdrawals to pay for life’s many expenses.

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THE UNEXPECTED INVESTOR

What would you do with $50,000?

An Unexpected Investor: After receiving an inheritance of $50,000 each, two brothers, Dave and Paul, took different investment paths. Like his grandfather had done, Dave invested in the Franklin Income Fund, which seeks to maximize income, while maintaining prospects for capital appreciation, by investing in a diversified portfolio of stocks and bonds. Over the next 45 years, Dave never made any additional contributions to his investment but he did make withdrawals to pay for life’s many expenses.

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A RETIREMENT JOURNEY

What would you do with $500,000?

A Retirement Journey: When Lydia decided to retire, she had a $500,000 IRA Rollover and followed the advice of her financial advisor to invest in the Franklin Templeton Lifestyle-Ready Strategy, which has a relatively high level of risk in seeking to support potentially rising discretionary income needs. The strategy is comprised of a 30% allocation each to the Franklin Rising Dividends Fund, Franklin Mutual Global Discovery Fund and Franklin Total Return Fund and a 10% allocation to the Templeton Global Bond Fund. Over the next 18 years Lydia withdrew $25,000 annually to cover her discretionary expenses and made additional withdrawals to travel and support the legacy she wanted to leave behind.

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Helping Clients Plan

ADVANTAGE HYPOTHETICALS

Customize a strategy for your clients by building a hypothetical presentation that aligns with their needs. This customized, client-ready document presents your recommendation in a straightforward and compelling way. You will be able to compare portfolios or compare individual investments using Franklin Templeton and other funds.

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