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.

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. . .

June 15, 2022

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“The key to having great diversification in your portfolio lies in finding assets that are not closely correlated.  Could gold and other precious metals be one such non-correlated investment.”   Eric. . .

May 9, 2022

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Treasury inflation-protected securities (TIPS) are a security issued by the U.S. Treasury.. . .
April 1, 2022

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“Direct indexing isn’t exactly a new financial strategy. However, it has become increasingly popular lately due to declining trading costs.”- Gary Stewart. Any investment choices you make need to align. . .

March 9, 2022

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“Digital money is already here, and it’s prolific. According to the Harvard Business Review, over 97% of money currently in circulation results from online transactions.” Eric Coons You’ve probably noticed. . .

February 27, 2022

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Thinking about investing in bonds? You need to learn about the bond callable feature first.. . .
February 3, 2022

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I often wonder to myself, “why more people are not securing their retirement with a guaranteed income?” All of the aspects for a happy retirement are there – guaranteed income,. . .

January 16, 2022

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By Robert Penna Throughout history, residents of smaller communities have relied on local tribunes, gazettes, chronicles, heralds, and posts for credible and pertinent news and information. Sadly, in the past 15. . .

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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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