Many Baby Boomers have protected their health and expect to enjoy a long retirement with worry-free living.  What many may not realize, however, is that their nest egg can also grow in value over time.

• The Rising Paycheck strategy is a balanced portfolio of blue-chip quality stocks paired with a fixed income.  It is designed to generate interest and dividends of 4% to 5% percent annually.  The dividend increases from the the equities produce income growth that exceeds inflation.
• At Barnes Capital LLC, we call this our Rising Paycheck Strategy.  It is designed to grow the principal and provide increasing income for worry-free living.  The Rising Paycheck Strategy meets the needs of retirees who want a strategy that protects principal while generating consistent income that increases over time.
• The  strategy essentially replaces the “steady paycheck” that you may have been used to in your working life.  This conservative style of portfolio works very well for anybody seeking to receive a stabile income that rises over time.

The Rising Paycheck portfolio survived and thrived through the disastrous Bear Market of 2000 – 2002 and the Bear Market of 2008,   Clients could sleep well, as their portfolio continued to send them a rising paycheck each month from the dividends and interest that their stocks and bonds produced.

Call Daniel at (925) 284 – 3503 to learn more about Barnes Capital’s Rising Paycheck Strategy.