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Investment & Custom Designed Portfolios

2 Different Ways to Work with Us When Talking Investments

Investment Products

Investment Products

Investing can intimidate a lot of people due to the many options and it can be hard to figure out which investments are right for you. Utilizing a Financial Advisor will help guide you to figure out which investments will help you reach your goals.  Here are some common questions we are asked:

Do You Work with Stocks & Bonds?

Are Mutual Funds the Right Choice For Me?

How Does An Annuity Work?

What Are the Best Retirement Options?

Investment Planning

Investment Planning

Independent, objective research and guidance to assist you with designing the investment strategy that's right for you.  As your Advisor, we work with you to offer insight, foresight, and perspective when investment planning.  These are some areas you will review:

Making Sense of Complex Economic Landscape

Custom Creative Solutions

Keeping You On Track to Financial Well-Being

Market Trends and Performance

Education and Resources

Alternative Investments (one example)

Alternative Investments (one example)

What Are Real Estate Investment Trusts (REITs)? 

A real estate investment trust (REIT) is a company that owns, operates, or finances income-generating real estate.  Modeled after mutual funds, REITs pool the capital of numerous investors.

This makes it possible for individual investors to earn dividends from real estate investments—without having to buy, manage, or finance any properties themselves. 

Source: Investopedia

Disclosure:  REITs are subject to various risks such as illiquidity and property devaluations based on adverse economic and real estate market conditions and may not be suitable for all investors. A prospectus accompanies a REIT and discloses all risks, fees and expenses and should be read carefully before investing. This is not a solicitation or offering which can only be made in conjunction with a copy of the prospectus. * Additional information regarding risks found below. A diversified portfolio does not assure a profit or protect against loss in a declining market.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Real Estate Investment Trust Risks*

*Investing in real estate and real estate investment trusts (REITs) may not be suitable for all investors and involves special risks, such as limited liquidity and demand for real property; changes in supply and demand for real property; change in law; tenant turnover or defaults; loss of investment; competition; casualty losses; use of leverage; real estate values may fluctuate based on economic, environmental and other factors.  There is no assurance that the investment objectives of any real estate program will be obtained.