Finance Forward
Tips, Tricks, and Insider Peeks into the Finance Industry January, 2009
Thank You For Visiting!

These are scary times for many people. But that is precisiely why there is opportunity for those willing to seize it. Our Financial Advisor has some words of wisdom for you. Please read on. 
 
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Equity Returns From Fixed Income Investments 
Do you settle for portfolios with more risk than you need?
Why are we always told to ride out market corrections? Consider the 28-year track record of BTS Asset Management: not a single down year while producing 13% annualized return. They have built their track record, not through an overly diversified buy and hold strategy, but instead using a tactical "right bond at the right time" approach. 
 
 
Have questions? Give our Financial Advisor a call:
 
Jeff Robinson, CFP, CRC
Registered Principal
Rosen Investment Advisors
4646 E. Van Buren - Suite 190
Phoenix, AZ 85008
602-222-5757
 
Registered Representative of and securities and Investment Advisory Services offered through Financial Network Investment Corporation, member SIPC. Rosen Investment Advisors and Financial Network are not affiliated. 
 
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Investing in a Volatile Market 
Timely Advice From Fidelity  
We referenced this article a few month ago, but it is worth repeating. In volatile markets, it’s common to feel uneasy about your investments. But, market volatility is completely normal and is to be expected. In fact, current market conditions may actually work to your advantage.
 
 
BudgetLife.com, on the Internet since 1996, provides consumer services for mortgages, insurance, and annuities. As independent agents, we have access to hundreds of lenders and life insurance companies. So consumers will always receive the absolute best deal available for their financial needs.
 
Best wishes for 2009, from our family to yours!
 
The Burts
BudgetLife Financial Services
(800) 505-9412
In This Issue
Equity Returns
From Bonds
Investing in a
Volatile Market
$500,000 Life Insurance in Minutes
Quick Links
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