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Investments

Investments are the acceptance of risk in exchange for opportunity of growth. There are many different market tools and programs available to individuals, but as individuals we each look at risk differently. In the world of finance, risks are assessed and often balanced using different strategies. 

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  • Mutual Funds - Diversification tool used to reduce the high risk of individual stocks, it can be a collection of stocks and bonds. 

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  • Education Savings Accounts - Federally tax favored savings account for education of a child.

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  • Non-Qualified Accounts - Accounts used for portfolio growth. Not specifically qualified for retirement but investments in general, so they aren’t penalized the same way if you take money out for something other than retirement. Can hold traditional investment tools such as mutual funds, ETFs, stocks, and bonds.

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*The use of asset allocation or diversification does not assure a profit or guarantee against a loss.

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