Hello: I have been remiss adding updates as of late, due to the fact that almost our entire group of clients has continued to weather the storm. This is an affirmation that eventually the rich get richer while the rest get older. There has always been a need for income among those retired. Growth of assets can lead to higher incomes if done.
A list of tools I will be happy to review with you (client or not) at this time, on our confidential contact page; or simply call or come in includes but is not limited to the following. The list includes-- I-shares (Index Equities), Preferred-stocks and indexes thereof and trusts (many with a maximum tax-rate of 15%), closed-ended and open-ended mutual funds, Individual portfolios in many areas appropriately set up by objective: Variable-annuities (why-when-where), options and defensive approaches in an aggressive situation or for hedging risk. These are tools used by us on an open playing field. The markets may or not continue to climb.

I hear ghosts of many of my mentors saying to plan for the worse and pray for the best; don't fight the tape (momentum), how many people are still fearful of enter/reentering the market who now lament, new highs and new higher lows are good, the market is always ahead of the economy (probably because those with the most, buy cheap from the fearful at lows and get richer). We are taking their lead and investing without emotion; but we must know the tools and their proper use. Stay the appropriate route. The markets will dictate gains or losses, not your neighbor. Call or E-mail with questions or to discuss any investment issues you may have. Watch the news, but follow the numbers (S&P, Dow ETC. as well as sentiment amongst investors---be or stay in the tools near the beginning and add to income with a portion of gains when they appear; protect your gains as time moves on--the future will play out as it has before, greed eventually trumps fear and then it may be the time to protect your financial backside. Advice is based on needs, goals, and reality.