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.

May 4, 2024

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What is the “Rule of 72” And Why Does It Matter to You? “In wanting to know of any capital, at a given yearly percentage, in how many years it. . .

May 4, 2024

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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .

May 4, 2024

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Two of the benefits of Fixed Indexed Annuities I talk about daily in my practice are 1) their ability to protect retirement accounts from market volatility, and 2) protection from. . .

May 4, 2024

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My broker says he can outperform an annuity, can he? I would like to know how! Quite often when annuity agents present an annuity strategy to potential clients, the client. . .

May 4, 2024

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The Inverted Yield Curve of March 22, 2019, is YOUR FRIENDLY REMINDER to purchase your income guarantee sooner rather than later. Innuendo in today’s title notwithstanding, on Friday, March 22,. . .

The FDIC was created in 1933 to add stability to the failing banking industry. The concept was simple: provide guarantees for funds on deposits in member banks. Stability was necessary. . .
May 4, 2024

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The financial industry is re-training their customer base to accept robo-advisors as actual customer service. What is the cost to consumers?. . .
May 4, 2024

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Your financial planner gets paid even if your account loses value, what a deal! In the past, financial planners, stock brokers and financial advisors used assets under management as a. . .

May 4, 2024

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Should you consider using a financial planning attorney. Often, a simple meeting with an attorney can make all the difference in the world when it comes to an orderly asset. . .

May 4, 2024

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Do you really want or need a “woman-focused” financial advisory group? Many women, especially those in their 60’s and 70’s, grew up with the idea that managing household finances is. . .

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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