Elizabeth Rose Barker - reports & fact sheets

Elizabeth Rose Barker
Vice President - Financial Consultant - Private Client Group

Featured Reports

How the Coming Demographic Shock Could Alter the Investing Landscape provides a thorough discussion of the upcoming demographic changes that we will experience in the coming years.

Dividend Investing in the Post-Bubble Era provides a thorough discussion of dividend investing – its benefits and challenges.

Social Security Fundamentals provides an overview of the basic concepts you need to understand to make well-informed decisions about Social Security.

Guided Portfolio: Dividend Growth Quarterly Report provides an equity strategy for growing income and capital appreciation.

Guided Portfolio: Large Cap Quarterly Report offers a 20 stock portfolio diversified by economic sector.

Guided Portfolio: Large Cap Update 2/26/10

Market Cycle Quilts graphically demonstrates the importance of diversification by ranking the performance of various asset classes.

Quarterly Economic and Market Update is a collection of charts and graphs intended to provide a visual perspective of various developments and trends in the stock and bond markets.

Insights on Inflation provides professional insights and opinions about inflation-related issues.

Dividends Still Matter discusses why the earnings power signalled by dividends offers a lever of predictability and resiliency that investors, now more than ever, demand

Prime Income List is a monthly report of equity-income recommendations designed for conservative equity investors who are seeking current income with relatively low risk and volatility.

Fact Sheets

Annuities

• Variable Annuities

Asset Allocation

• A Historical Perspective on Recoveries

• Investment Objective: Income, Balanced, Growth

• Stocks Outperform Bonds and Inflation

• The Cycle of Market Emotions

• Time in, Not Timing

Converting Wealth to Income

• Converting Wealth to Income

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