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 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. . .
October 13, 2021

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Taxes are complicated, and full of regulations and ever changing laws. Depending on your situation, your tax return may be simple, or involve a series of very detailed steps. If. . .
October 11, 2021

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Year end is a good time to consider changes that can help you maximize your next tax year. This article lists areas of focus including record keeping and tax liability. . .
October 11, 2021

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Your credit score is used to evaluate your credit worthiness and determines the amount of the loan (credit) that you receive and the interest rate of that loan. The average. . .
October 11, 2021

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Sleeping well is tough with the volatility of our economy The stock market is volatile. CEOs’ salaries are out of control. The hedge funds are losing money. What options does. . .

October 7, 2021

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A recent article in Investment News reported the planned crackdown on excessive fees charged by the brokerage industry, but how can FINRA regulate their own source of revenue?. . .
October 7, 2021

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Prime Notes are Prime Garbage In a recent notice, the SEC warned of “Prime Bank Notes” being promoted as high yield bank alternatives are not real. These offerings prey upon. . .

October 7, 2021

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If you haven’t read the colossal epic book about WWI, All Quiet on the Western Front, you might want to give it a go. Erich Remarque’s novel about the horrors. . .

October 7, 2021

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I have been asked recently how the current volatility of the stock market will affect the interest in annuities. Of course, the obvious answer to avoid instability is to get. . .

October 7, 2021

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I remember well that statement being made at a financial convention years ago, the speaker followed up his announcement with this: “I just don’t know when!” It seems that the. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable retirement product. 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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