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.

Trust: Use the Ronald Reagan Approach

October 26, 2021

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Many financial advisor sales pitches begin verbally and as the broker or agent explains the benefits of their product, it can begin to sound way too good. Here are a. . .

US Treasury Floating Notes

October 25, 2021

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The recent government decision to issue “floating rate notes” (FRN) could have a dramatic and dangerous effect on our economy and our industry. The government’s plan is to issue FRN. . .

Money Management Mistakes To Avoid

October 25, 2021

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Financial planning can be a challenge, which is why it is always a good idea to enlist the expertise of a skilled personal financial planner, who can help you maximize. . .

Different Types Of Bank Certificates Of Deposit

October 21, 2021

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An overview of the various types of CD's (Certificates of Deposit) - the major types including Traditional, Brokered, and Market Linked CD's are explored, along with variations such as Bump-Up,. . .

Bond Funds or Individual Bonds: Which is Best for You?

October 21, 2021

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There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason for choosing which method actually depends on your personal situation and what you. . .

How to Understand Insurance Company Financial Ratings

October 21, 2021

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Insurance companies use private rating companies to determine their financial strength. The rating agencies evaluate the insurance companies as to financial strength to meet their current and future contractual obligations.. . .

Corporate Bonds, How Safe are They and What Happens if a Company Defaults.

October 21, 2021

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Bonds are backed by the financial strength of the bond issuer. If the bond issuer is not able or chooses not want to pay, a bond can be in default.. . .

Term Life Insurance: Advantages and Disadvantages

October 21, 2021

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Term life insurance is often Less expensive than other types of insurance, especially when the insurance is purchased while the policyholder is younger in age. Because of its affordability, it. . .

7 Shortcuts For Major Money Hassles

October 20, 2021

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Hassle-free means less stress One: Ace Your Retirement By the time you’re 65, you’ll need to have socked away about $25 for every dollar you expect to withdraw annually. That. . .

The Best Time for Tax Planning

October 20, 2021

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Tax planning involves far more than scrambling in April to defer income and boost deductions. If you want to minimize what you pay in capital gains tax, reduce your year-end. . .

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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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