A Vast Amount of Investment Options

08 Sep 2015

The universe of investment options is vast. Selections include mutual funds, individual stocks, exchange-traded funds, managed futures, commodities, precious metals, and investments that are geographically focused like, global, international, emerging-market, or U.S. domestic. Some investments are equity oriented while some are fixed income oriented, or a combination of both.

It is important to be working with a professional who has access to all options and who can tailor the recommendations to what is in your best interest. Just as there are many ways to accumulate for the future, there are many ways to distribute for your retirement. Again, in making such decisions, we must keep in mind the registration of the account versus the investment vehicle that underlies it.

The mix of investment options that you select should support your unique situation, values, and goals. Not sure where to start? Contact us for a complimentary, no obligation consultation.


Brad Berger
Brad Berger

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