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.

January 16, 2019

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Closed-end mutual funds Have existed longer than open-end mutual funds, but are still much less common than open-end funds. Closed-end funds share certain similarities with open-end funds but have some. . .

January 16, 2019

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TIPS, are they for you?   Treasury inflation-protected securities, or TIPS, are one answer to the inflation risk problem that all bond investors face. All investors, particularly long-term investors, can. . .

November 19, 2018

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Balance your investments to maintain stability Building a well balanced and diversified portfolio is a solid approach and plan for the conservative investor. There is an old saying about investing:. . .

October 4, 2018

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Obtaining financing for your new business will undoubtedly be one of the most frustrating things you will ever have to do. While all you see is unlimited potential for your. . .

November 7, 2023

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From the President of Crown Haven Wealth Advisors, Casey Marx Hello Mr/Mrs. John or Jane Q risk advisor, I’m speaking to you- Because: Your clients are talking to me. They. . .

August 28, 2018

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As with most Americans, I have been stunned by the continued cost of health insurance premiums as well as the decline in covered benefits. Recently, I was due for an. . .

August 14, 2018

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As we age, the need for a life insurance policy can change. Numerous opportunities may exist for you to make changes to your current life insurance policy to establish a. . .

August 10, 2018

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Distribution fees in mutual funds are designed to cover ongoing marketing and support cost for services provided to owners of mutual funds. Distribution fees are paid to the sales organizations. . .

August 10, 2018

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An easy example of which to choose is based on a very hard-to-answer question. How long do I need the protection? One fundamental thing to understand is that life insurance. . .

April 25, 2018

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There are advisors today who make a big deal about the fees the “other guys” charge. Apparently, they want you to believe that they don’t get paid to help you. . .

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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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