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.

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. . .

“Changing expectations of inflation may have your advisor recommending TIPS. But you should know they don’t work like conventional bonds and may carry more risk.”  Lyle Boss What exactly are. . .

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. . .

January 15, 2022

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“You didn’t get a deduction for that bedroom set when you bought it. But if you sell it at a garage sale, you might wind up with a tax bill. . .

January 9, 2022

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For centuries gold has been an asset that many have used as their basis for wealth. Ownership of gold also means you own a direct relationship to volatility. No other. . .

December 31, 2021

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Why should you care about the “time value of money?” One of the fundamental financial concepts, the time value of money (TVM), says that the current value of a sum. . .

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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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