Investments

What do we mean by the term investments and what types of investments are available to our clients?
 
“An asset or item that is purchased with the hope that it will generate income or appreciate in the future. In an economic sense, an investment is the purchase of goods that are not consumed today but are used in the future to create wealth.”
-Definition from Investopedia.com
 

Investments:

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • SIMPLE IRA
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • Investment Advisory Services
  • Managed Money Platform
  • Third Party Money Manager Access