Investment Products
If you read through a few of the popular investment periodicals, you might get dizzy trying to understand all of the investment choices available. There are countless investment products and resources to consider. Reliable information is what you need--tools to identify your investment goals, and resources to help you make appropriate investment decisions.
It's not as simple as deciding that mutual funds will be your investment product of choice. Mutual funds* number in the thousands and, depending on which funds you choose, can be extremely risky or very conservative. By learning about the different types of mutual funds and their investment objectives, you can make better choices about whether any particular fund is right for you. There are varying degrees of risk associated with different investment instruments. You need to consider your investment objectives, time horizon, risk tolerance, tax considerations and liquidity for your specific financial situation and goals.
A securities broker can introduce you to the world of stocks, bonds, and securities markets, and beneficial investment opportunities may be available through your employer or insurance agent as well. Knowledge is the key. Take time to educate yourself about investment products and the options available to you. As a well-informed investor, you will be in a better position to develop an investment strategy that suits your needs.
Whether you are a recent college graduate who is just starting out in a career, a person who has been in the workforce for decades or someone currently enjoying retirement, it is important to assess the savings and investment opportunities that are available to you.
Whatever your current situation is, establishing short-term and long-term financial goals is a significant step toward meeting your future commitments and personal dreams. Reevaluating those goals as your circumstances change is equally important. As the levels of your responsibilities and family obligations change, so may your risk tolerance for investment.
Let us help. Our experienced financial services professionals can help you identify your short-term and long-term financial goals, determine whether or not your current savings and investments will enable you to meet your goals, and guide you in your savings and investment strategies.
*Before purchasing shares in a mutual fund, investors should carefully consider the investment objectives, risks, charges, and expenses of the mutual fund and its investment options. For this and other information, obtain the prospectus for the mutual fund and its investment options from your Registered Representative. Please read the prospectus carefully before investing or sending money.