Cheryl Zinz, Investment Advisor Representative

07/21/2025

Stocks and bonds are often the basis of every portfolio. Lately, there's been more attention paid to alternatives like gold, real estate, or even fine art. Learn about the pros and cons of alternatives here.

Alternative investments is a catch-all term for any assets outside the major markets, and investors are increasingly looking at these other choices.

07/14/2025

What is your risk tolerance? Risk tolerance tells us how much risk - normally defined as volatility - you can stomach in your portfolio. Learn more about risk tolerance here.
https://money.usnews.com/investing/investing-101/articles/how-to-understand-your-true-investing-risk-tolerance

07/07/2025

Do you know how much income your retirement account can provide? Use this calculator to see what you could potentially withdraw, based on your account balance.
https://www.bankrate.com/retirement/retirement-plan-calculator/

07/04/2025

🎉Happy 4th of July! Enjoy the Fireworks! 🎉

06/30/2025

Annuities are one tool to create a predictable income stream in retirement. However, they're not always suitable for every situation. Learn some of the pros and cons of annuity to see if they may be right for you.

Annuities can provide guaranteed income for life, but investors should make sure that they’re aware of all of the fees and expenses they may have to pay.

06/23/2025

Cutting back on unnecessary expenses can save you big bucks in the long run! Instead of splurging on things you don't need, try finding ways to spend less. Your retirement account (and future self) will thank you!

Ways to save money: 1. Automate transfers to savings. 2. Use a high-yield savings account. 3. Pay off high-interest debt first. 4. Cancel unnecessary subscriptions. 5. Get discounts on entertainment.

06/16/2025

Historically, the stock market is prone to periods of underperformance. If you're retired or about to retire, these periods can be unnerving. Learn some tips to potentially protect your portfolio.

market
https://smartasset.com/retirement/how-to-protect-your-401k-from-stock-market-crash

06/15/2025