Investments
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. Some common types of investments are:
- Stocks
- Bonds
- Mutual Funds
- Exchange Traded Funds (ETF's)
- Certificates of Deposit (CD's)
- Options
- Annuities
- Derivatives
- Commodities
- Retirement Plans
- IRA, ROTH IRA, 401(k)
Alternative Investments
What Are Real Estate Investment Trusts?
- Potential benefits of investing in non-traded REITs, including the potential for a consistent income stream and stability of principal, as well as potential capital appreciation and tax advantages
- Understanding the benefits and drawbacks of investing in an illiquid, non-traded investment
- How non-traded REITs potentially provide diversification benefits to traditional stock and bond portfolios
- How to evaluate if you are a suitable investor for non-traded REITs
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