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Investments

An investment is something that you put money into with the expectation of earning a profit. For example, you might buy shares of ownership in a company. If the company does well, the value of the stock will go up, and you can sell it for more than you paid.

Learn more about investing from our financial advisors below.

June 29, 2021

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What is a cost segregation study, and how can it benefit real estate investors? Recent tax changes in the Tax Cuts and Jobs Act of 2017 have boosted the appeal. . .

June 29, 2021

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Be careful not to invest in an annuity just because it is a recognized brand. There are many things you should consider when picking the correct annuity for you.. . .
June 23, 2021

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CD Investors make use of a variety of strategies to maximize their liquidity and also investment returns. Find out more about these strategies: diversification, laddering, and the barbell strategy. Are. . .
June 10, 2021

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“For years, pre-retirees have been told to follow a “120 minus your age” investing formula. But, do dramatic shifts in the economic landscape make that advice obsolete?” Eric Coons A. . .

“You cannot avoid paying taxes on an inherited annuity, but there are several things you can do to defer the pain.” While inheriting an annuity from a loved one can. . .

“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .

June 1, 2021

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Animals can help us understand how the market dictates movement, up or down. “I have a million dollars in the stock market because if I lose a million dollars, I. . .

Many retirees today purchase cash dividend stocks as another source of income during their retirement.  While there are several positive attributes of cash dividends, they all carry a risk….and uncontrollable. . .

May 7, 2021

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Should a long term investor who started in 1985 have stayed in real estate or the stock market? What should an investor today be doing? People who sold their real. . .
May 7, 2021

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A lot of credit reporting bureaus or agencies gathers information on the subject of the debtor's credit history or files from reliable private and public sources. They also collect data. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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