Investments

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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