Investor Toolkit

Just click the links below to access the elements of the Pawleys Investor Toolkit:

Please feel free to e-mail your questions to kschwartz@PawleysAdvisors.com!  All inquiries and client information is kept strictly confidential.

Pawleys LifeCycle Wave Graphic

Personal P&L Budget Worksheet

Personal Balance Statement Worksheet

Pawleys Investor Compass

Pawleys Investor Perception-Thinking Matrix

South Carolina Counties – for Tax-Free Municipal Bond Investors

How to Ladder South Carolina Bonds

Strategic versus Tactical Allocation

Pawleys Model Portfolios

Pawleys All-Equity Model Portfolios

Callan Periodic Table of Investment Returns 2015

Brinson-Beebower Drivers of Portfolio Returns

Dalbar Study – Dangers of Following the Crowd

© 2010-2017 Pawleys Investment Advisors, LLC.  All rights reserved.

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