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.

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. . .
April 21, 2021

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“Annuities can be useful tools for pre-retirees and retirees who seek a steady stream of guaranteed income when they no longer work. However, there are pitfalls of which potential annuity. . .

April 20, 2021

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“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What is blockchain? How does this all affect my own money and retirement?”  Steve Kerby. . .

April 7, 2021

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“Medicare planning is a complicated and confusing process. Be sure you understand all of this benefit’s nuances and can separate fact from fiction.”  Brad Rhodes Medicare is an essential element. . .

April 3, 2021

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Make sure you do not forget these tax deductions. There are the standard tax reductions every taxpayer knows about, but there are three others few realize that they can deduct. . .

You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For. . .

March 24, 2021

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“But my spouse is more of a “numbers” person” It is a lousy reason to surrender your role in your financial future.” Brad Rhodes Financial giant UBS Global Wealth Management. . .

“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Successful financial advisors understand. . .

View The Best Annuity Rates Available Now

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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