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
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)
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.