Broker Check


There are many good investments—there are no perfect investments. All investments have an upside and a downside. Investment management should be personalized—the goal should be to find the best investment for you. Your advisor should be able to clearly explain which options are the best fit for your situation. Your advisor should have a large toolbox. Here are some possible investments and services:

  • Common stocks
  • Preferred stocks
  • Convertible stocks
  • Options
  • Treasury bonds
  • Corporate bonds
  • Municipal bonds
  • No-load mutual funds
  • Load-waived mutual funds
  • Index Funds
  • Exchange Traded Funds
  • Fee-based or managed separate accounts
  • Fixed annuities
  • Equity-indexed annuities
  • Variable annuities
  • Life Insurance: Universal Life and Variable Universal Life Insurance

Nice to know:
Asset allocation is the most important decision you can make regarding your rate of return.
Dynamic asset allocation is sometimes offered as an option in an investment program.

For an initial consultation*, click here.

*The initial consultation is at no cost.

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