Portfolios Don’t Always Fit into a Formula

Is using a formula the best way to build your investment portfolio? iness is achieved with 4 cultivated traits.

View in browser here. (888) 2-HANSON   In his latest Kiplinger's article, an investor asks Scott if a home, retirement accounts and CD combo are the right mix.     When should you begin taking Social Security? Well, it depends . . . Caller wonders if the 8 percent Social Security deferment growth is worth the tax penalty for withdrawing from her 457 plan. Pat and Scott review her options.   Don't forget to tune into Hanson McClain's Money Matters Radio every weekend. For ways to listen, go to www.moneymatters.com. Hanson McClain Advisors | (888) 2-HANSON | www.moneymatters.com Corporate Office | 8775 Folsom Blvd.Suite 100 | Sacramento, CA 95826 Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission. Update your email preferences to choose the types of emails you receive. Unsubscribe from all future emails *Scott Hanson (2011, 2012, 2013, 2014 & 2015) and Pat McClain (2012, 2013, 2014 & 2015). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.