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.

February 20, 2019

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A Real Estate Investment Trust, or REIT, is a real estate company that offers common shares to the company, thus giving those on the “outside” the opportunity to invest in. . .
February 18, 2019

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Do You Think You’re an “A” List, Whale, Big Fish, Top-Tier Client to Your Advisor with the Amount of Funds You Have with Them Now? Over the years, I have. . .

February 16, 2019

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There are numerous options for which plan to select. Listed below are the basics of life insurance and how the benefits of these choices can help provide protection.There are two. . .
February 14, 2019

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Annuities » The Stock Market, The Magnificient Twenty and VolatilityThe theme of the fixed/indexed annuity message is safety and security. There is plenty of research and studies to back. . .
February 7, 2019

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Potential growth for the educated investor   Most small and mid-sized business owners spend more time worrying about bringing in investments and additional funding than thinking about what to do. . .

February 6, 2019

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Nothing is free when it comes to mutual  funds   Not long ago, a new potential client said to me, “My mutual fund investments are FREE, there is no fee.”. . .

February 4, 2019

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Recent update: https://www.cnbc.com/2019/01/28/woodbridge-group-ordered-to-pay-1-billion-in-penalties-for-ponzi-scheme-targeting-retail-investors.html In the old movie, The Road to Morocco, Bing Crosby and Bob Hope show their pure comedic brilliance.  One of the best parts of the movie is when. . .

January 31, 2019

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Gold!  Owning it can create confidence as long as you know the Pros and Cons Throughout history, gold has easily been the most alluring of possessions. For almost ten millenniums,. . .

January 28, 2019

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These common mistakes can have a devastating effect on the beneficiary of the life insurance and can cause unnecessary and undue harm. Approaching the purchase of the life insurance policy. . .
January 23, 2019

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Does an Exchange Traded Fund make sense for your portfolio An exchange-traded fund (ETF) is an investment fund traded on the stock exchange, just as stocks are traded on the. . .

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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