Income Planner

The "Other" Side of Investing

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Update-7/02

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“LINKS” to other web sites

There are numerous links associated with this web site so those investors interested in doing their own research or furthering their education can do so. Each month, Income Planner will review the previous month’s core portfolios and track their performance. Investors will know what has been paid out and how the securities in each portfolio are doing.

Most months it is anticipated that investors will see no change in the securities held in each portfolio. If any changes are made in the portfolio, it may be that another security has become more attractive, not that the original security needs or should be sold. It could be that the original security has risen so much in price that its yield is now lower than when first recommended. Consequently, new money would not earn the same yield as previously unless the dividend had been raised along the way.

If the price has gone down, then additional money might be added to that position because its yield has now gone up. The positions selected are buy and hold securities. Only if some unforeseen event occurs would Income Planner advise investors to sell that position and move their money to another security.


Some of the best links for further educating yourself on income funds can be found at the Closed End Fund Association web site at www.cefa.com. Additionally, the ETF Connect web site, www.etfconnect.com, has extensive information on closed end income funds and ETF’s.

Other excellent web sites for further information on a wider range of topics would include Mike Kavanagh's www.moneybulletin.com, Iylse Glink at www.thinkglink.com for real estate, personal finance and consumer advice and  of course, Clark Howard who has an extensive investment section on his web site at www.clarkhoward.com.


If you would like additional information on investing, some of the most popular web sites for financial news and stock picking advice are the following. Just click on the link and it will take you to these individual web sites. Yahoo and Bankrate require that you actually type in their address into your browser.

MSN Money http://moneycentral.msn.com
AOL Money & Finance http://money.aol.com/investing
Dow Jones Online http://dowjones.com
CNN Money http://money.cnn.com
Forbes.com http://www.forbes.com
Reuters http://today.reuters.com/investing
Business Week Online http://www.businessweek.com
Motley Fool http://www.fool.com
CBS Marketwatch http://www.marketwatch.com
Zack's Research http://www.zacks.com
Morningstar http://morningstar.com
Yahoo Finance http://finance.yahoo.com
Bankrate.com http://www.bankrate.com

and many more.

Income Planner is an independent web site which offers model portfolios for investors who want guidance on selecting income investments for their money.  This includes a wide variety of instruments that historically have provided excellent returns while limiting principal fluctuation. 

Income Planner does not sell investments and is not connected in any way to any commercial firms in the investment business.   Unbought and unsold - 100% independent.  It is a concept whose time has come.  Spread the word!!!