CIS Model Portfolio for Income
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Economic Outlook:
The driving force behind our economic outlook is the deteriorating fiscal condition of the Federal, State and Local governments. In order to bail out the economy in 2008/2009, and keep it going into the future, the Federal government has put the US on a dangerous path. According to the Congressional Budget Office, Federal Budget Deficits are expected to total almost $3 trillion in the next 2 years.

Deficits are expected to stay high for the next ten years, still over $1 trillion per year in 2020. With the passage of the Healthcare Reform, an estimated $1 trillion more will be added to the deficits over the next several years, making the average Federal Budget Deficit over $1 trillion per year for the next 10 years.

Frightening as this sounds, now is not the time to bury your head or run in fear. Now is the time to make plans and set yourself up to benefit from what the government is doing instead of being a victim.

With these deficits will likely come much higher interest rates, rising inflation and a declining US Dollar. None of these are the friend of the income investor.

QUINT-ESSENTIAL STRATEGY

PORTFOLIO ALLOCATION CHOICE'S

PORTFOLIO CONSTRUCTION

MODEL FOR INCOME

ECONOMIC CYCLES

INVESTMENT PRINCIPLES

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