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Life Stages: A guide to investing for retirement

Building Assets

(Ages: 30's to 40's)
Goal: Maintain contributions to your retirement plan
Risk Tolerance: High / Moderate
At this stage, you may be acquiring more responsibilities – homes, growing families, and quite possibly more debt. However, with 20-30 more years of investing at potentially growing compensation levels, you may be able to stay aggressive in pursuit of high returns from primarily stocks since there could be ample time to recover from market declines. It also may be a good time to add some depth to the portfolio with increased emphasis on income producing bonds and money market funds.*

Investing for retirement with Armada is easy. You can order an IRA kit, download a Traditional IRA Application, invest online right now, or call Armada Investor Services at 1-800-622-FUND (3863).

 

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  Types of Accounts
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  PlanWorks Select ®
  Armada's Employer-Sponsored Plans
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*This example is not intended as a recommended retirement portfolio. Please consider it an illustration of the dynamic process of balancing risk with potential reward with a diversified approach to long-term investing. Neither diversification nor asset allocation can guarantee a profit or prevent a loss.


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NOT FDIC INSURED · NO BANK GUARANTEE · MAY LOSE VALUE

You should consider the investment objectives, risks, charges and expenses of the Armada Funds carefully before investing. A prospectus may be downloaded and viewed with this and other information about the Funds or may be obtained by contacting an investment professional or by calling 1-800-622-FUND (3863.) Please read it carefully before you invest or send money.

National City Investment Management Company (IMC) serves as investment adviser to Armada Funds for which it receives an investment advisory fee. Shares of Armada Funds are distributed by Professional Funds Distributor, LLC (PFD), 760 Moore Road, King of Prussia, PA 19406. PFD is not affiliated with IMC and is not a bank.



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