Concept | Applicable 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 |
Concept | Applicable 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 |
Concept | Applicable 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 |
Concept | Applicable 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 |
Concept | Applicable 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 |
These hypothetical illustrations are general in nature and provided for educational and informational purposes only. They should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact results. FTDI cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.
All financial decisions and investments involve risk, including possible loss of principal.