Helping You Plan Your Financial Future
RISK MANAGEMENT INVESTING
Welcome to www.MarkPurcel.com
This site will not only introduce you to my philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently so be sure visit often.
“My mission is to give my clients
financial confidence. I provide
a disciplined investment
philosophy to help maximize growth
and preserve capital.”
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.