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Shareholder letter Summer 2018

Retirement Investing - What You Need to Know

Investment decisions have a major impact on the quality of life in our retirement years. They can determine whether we’ll spend our retirement feeling confident and secure about our plans or anxious about outliving our money.

This guide is designed to help you think through some of the important decisions you’ll need to make along the way. You’ll find out what risks to pay attention to; how your allocation to stocks and bonds can affect your chances of success; and smart ways to generate income so you can live the life you want.

What you need to know about risk

You’ve probably thought about how much risk you’re comfortable taking, but when was the last time you considered how much risk you need to take to reach your goals? Click here to learn about this important (and often overlooked) risk.

Tips for investing your retirement account

Your stock and bond allocations can determine how much you can withdraw from your retirement accounts without running out of money.

Click here to find out the chances of success for five different portfolio allocations ranging from 100% bonds to 100% stocks.

Myths about generating income

Do you think dividends are the best source of income in retirement? What about bond funds?

Click here to get the facts about generating income and see a real-world example of how a total-return approach has helped investors generate growth and income.

The FundX Upgrader Funds are designed to help you simplify your retirement investing. The funds make it easy for you to own a full portfolio of stock and bond funds in one fund purchase. And if you need income, you can set up an automatic withdrawal plan to help you cover your expenses.

If you need help deciding which FundX funds might be right for you, give us a call at 1-800-763-8639 and ask to speak with an advisor.

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About us

About FundX

FundX Investment Group pioneered using noload mutual funds to manage client accounts in 1969. Today, the firm uses its evidence-based investment process to manage equity, sustainable and fixed income portfolios of funds for individuals, institutions and mutual funds.


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