Specializing in retirement planning and personalized investment management.

Model Allocations for: Hamilton Medical

We have built four asset allocations with the investment options available in your plan*. Feel free to use the allocations as given, or modify them to your preference.  For instance, in order to do a 60% stock allocation, you would split the difference between the 70 and 50 allocations.

 
  Investment  Asset Class 90% Stocks 70% Stocks 50% Stocks 30% Stocks
Stocks  Vanguard 500 Index US Large Blend 20% 16% 12% 8%
  Vanguard Dividend Growth US Large Blend  6% 5% 4% 3%
  Vanguard Equity Income US Large Value 22% 17% 12% 7%
  Vanguard Mid-Cap Index US Mid Blend 9% 7% 5% 3%
  Columbia Mid Cap Value US Mid Value 9% 7% 5% 3%
  Vanguard Total International Stock Market International Core Equity 24% 18% 12% 6%
    Total Stocks: 90% 70% 50% 30%
Bonds Vanguard Retire Savings Trust Investment Grade Bonds 5% 14% 23% 32%
  Vanguard Intermediate-Term Bond Index Investment Grade Bonds 5% 14%  23% 32%
  Loomis Sayles Bond High Yield Bonds
2% 4% 6%
    Total Bonds: 10% 30% 50% 70%

*Investment options as of: Fall of 2016

If your investment options have changed since this date, please email us a list of your new options. We will contact you when we've reviewed them and made any necessary changes to our allocations.

var submitcount28908 = 0;function checkWholeForm28908(theForm){var why = "";if (theForm.FirstName) why += isEmpty(theForm.FirstName.value, "First Name"); if (theForm.LastName) why += isEmpty(theForm.LastName.value, "Last Name"); if (theForm.Email) why += checkEmail(theForm.Email.value); if (theForm.CaptchaV2) why += captchaIsInvalid(theForm, "Enter Word Verification in box below", "Please enter the correct Word Verification as seen in the image"); if(why != ""){alert(why);return false;}if(submitcount28908 == 0){submitcount28908++;theForm.submit();return false;}else{alert("Form submission is in progress.");return false;}} // -->