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.

October 26, 2022

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Cost of living adjustments (COLAs) are meant to help ensure that Social Security benefits keep up with inflation. However, several factors can affect how well COLAs actually achieve this goal.. . .

October 20, 2022

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Annuities have long had a place in money management and estate planning. During the Middle Ages, feudal barons and kings issued annuities to cover the high costs of near-constant warfare. . .

September 20, 2022

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“In today’s insane economic environment, it’s easy to be lured into risking your savings by chasing after returns. If you’re close to retirement, keep calm and focus on your long-term. . .

September 14, 2022

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Learn how to identify and recognize phishing scams Simply ask for it. That’s the easiest way for an identity thief to steal your personal information. People fall victim to phishing. . .

September 12, 2022

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“The best time to start planning your retirement is probably the day you get your first paycheck.” Jeff Kennedy If you’re like most people, planning retirement when you believe you. . .

September 8, 2022

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Inflation poses a severe threat to all Americans and can cause profound damage to your retirement savings. As of June, the inflation rate in the US was a whopping 9.1%,. . .

August 24, 2022

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As the cost of living continues to rise, people are increasingly looking for ways to reduce their taxable income. According to a recent survey, nearly 60% of Americans say they. . .

August 11, 2022

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When you look into your crystal ball, where do you want to be in 10 years? Do you plan to be retired? Still working at a job you love or. . .
August 4, 2022

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A cognitive bias refers to how our experiences and preferences distort our judgments and decisions. For example, when deciding whether to buy a new car, we might focus on the. . .

June 22, 2022

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I am continually mystified about how some professionals look at allocating retirement funds.  In 1994, a system was created that became the industry standard regarding how to blend bond and. . .

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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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