Meet Richard Lehmann, author, Forbes columnist and the #1 quoted source on bonds, preferreds and convertible. When you subscribe to his newsletter, the Forbes/Lehmann Income Securities Investor, he will show you how to invest for income while taking less risk.

• In 2009, Richard’s medium risk portfolio returned 56.3% and his high risk portfolio returned 53.6% while the S&P 500 returned only 23.5%. Even his low risk portfolio returned 20.7%.


• Over the last 10 years, the ISI Model Portfolio's have consistently outperformed the stock market. A $1 invested in our Medium Risk Portfolio would be worth $2.30 at year-end 2009. A $1 invested in the S&P 500 over the same period would be worth only $0.88. Also in the same period, the NASDAQ declined –42% and the Dow Jones Industrial Average –15%.


• The newsletter offers four model portfolios to get started; a low risk, medium risk, high risk and multi-driver portfolio.

What is evident from this superior performance is that income investing is not only a lower risk approach, it is also a higher return strategy. This is good news for the millions of boomers preparing for retirement, but still needing to grow their nest eggs.

For today’s uncertain times, Richard has developed an investment strategy which recognizes that few investment certainties remain. His book, Income Investing Today develops a strategy for dealing with the market conditions we are likely to face in the coming years. This strategy is used and continually adjusted in his monthly newsletter to reflect the fast changing market conditions.