Customizable Hypotheticals

  • ConceptApplicable Funds
    A Global Strategy of Stocks and Bonds
    Shows the growth of an investment using global equity and fixed income funds.
    Templeton Global Bond
    Franklin Mutual Global Discovery
    62 Years of Performance from Templeton Growth Fund
    Illustrates the growth of an investment using the longest-running global fund in the United States.
    Templeton Growth
  • ConceptApplicable Funds
    Moving Back into Equity
    Demonstrates the strategy of transferring income into an equity investment over time.
    Templeton Global Bond
    Templeton Foreign
    Benefiting from Multi-Manager Expertise
    Showcases diversification from independent management groups that adhere to different investment approaches.
    Franklin Income
    Franklin Mutual Shares
    Templeton Growth
    Potential for Growth
    Using growth, value, global and income categories, illustrates the potential benefits of a diversified portfolio.
    Franklin Growth Opportunities
    Franklin Income
    Franklin Rising Dividends
    Templeton Growth
    Franklin Mutual Shares
    Anchor Your Portfolio with a Solid Core Equity Strategy
    Shows diversification into both growth and value style investments across a range of market capitalizations.
    Franklin Growth Opportunities
    Templeton Growth
    Franklin Mutual Shares
  • ConceptApplicable Funds
    Invest in Both Bonds and Equity Securities
    Illustrates rebalancing in a portfolio of income-generating securities and deep-value stocks.
    Franklin U.S. Government Securities
    Franklin Mutual Shares
    Power of Habit: How Small Investments Can Add Up Over Time
    Shows how dollar cost averaging can work with just $150 dollars a month or $5 a day.
    Franklin Income
    Franklin Mutual Shares
    Templeton Growth
  • ConceptApplicable Funds
    Income for What's Next: Steady-Need Strategy
    This strategy has a relatively conservative level of risk as in seeking to support an annual withdrawal strategy to address reliable income needs. It uses a portfolio of five funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually.
    Franklin Total Return
    Templeton Global Bond
    Franklin Adjustable U.S. Government
    Franklin Income
    Franklin Rising Dividends
    Income for What's Next: Inflation-Smart Strategy
    This strategy has a relatively moderate level of risk in seeking to support an annual withdrawal strategy to address anticipated, inflation-sensitive income needs. It uses a portfolio of five funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually.
    Franklin Rising Dividends
    Franklin Adjustable U.S. Government Securities
    Franklin Income
    Franklin Mutual Global Discovery
    Templeton Global Bond
    Income for What's Next: Lifestyle-Ready Strategy
    This strategy has a relatively higher level of risk in seeking to support potentially rising discretionary income needs. It uses a portfolio of four funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually.
    Franklin Rising Dividends
    Franklin Mutual Global Discovery
    Franklin Total Return
    Templeton Global Bond
    Income for What's Next: Tax-Smart Strategy
    This strategy seeks to make it easy to draw down on savings to replace income that may also save on taxes. It uses a portfolio of four funds that is diversified across multiple asset classes. Assumes an initial investment of $500,000 and a $20,000 first year withdrawal amount (5% of initial investment) which is increased by 3% annually.
    Franklin Federal Tax Free Income
    Franklin Federal Intermediate-Term Tax Free Income
    Franklin Rising Dividends
    Franklin Mutual Global Discovery
  • ConceptApplicable Funds
    A Strategy for Tax-Free Income
    Shows how to generate tax-free income using a $20,000 initial investment.

    Franklin High Yield Tax-Free Income
    Franklin Federal Tax-Free Income