Nurturing Your Investments This Spring

As May paints the world with vibrant colors, it’s the perfect time to tend to our investment gardens. Here’s your May update to help your financial seeds flourish:

Planting Season: Just as gardeners carefully select their seeds, consider planting the seeds of diversification in your investment portfolio. Spread your investments across various asset classes, industries, and regions to cultivate a resilient garden of growth.

Nurturing Growth: Like tender seedlings, investments require nurturing to thrive. Keep a watchful eye on market trends and news, and be prepared to adjust your strategy accordingly. Regularly water your portfolio with contributions and rebalancing* to ensure healthy growth.

*Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs which does not assure a profit or protect against a loss.



May Day Momentum: May Day marks a celebration of growth and unity. Harness this momentum in your investment journey by setting clear goals and staying committed to your financial aspirations. With dedication and perseverance, you can achieve remarkable results.

Blooming Opportunities: Just as flowers bloom in May, so too do investment opportunities. Keep an eye out for emerging trends and sectors showing signs of growth. Whether it’s renewable energy, e-commerce, or biotech, seize the opportunities that align with your investment goals.

Weeding Out Risks: Just as gardeners remove weeds to protect their plants, be proactive in managing risks in your investment garden. Conduct thorough research, diversify your holdings, and stay vigilant against potential threats to your financial well-being.

Seasonal Harvest: As we approach the halfway mark of the year, it’s time to assess your investment harvest. Review your portfolio performance, celebrate your successes, and learn from any setbacks. Use this insight to refine your strategy and set the stage for a bountiful harvest ahead.

Community Growth: May is a time of community gatherings and shared experiences. Connect with fellow investors, exchange ideas, and seek guidance from experienced gardeners in your financial community. Together, we can cultivate stronger, more resilient investment landscapes.

May your investment garden be filled with abundance and prosperity this month. Happy planting and may your financial seeds bloom beautifully!

Upcoming Events

The Three Transitions to Retirement

6:00 PM EST on 05.29.2024 at ZOOM

You can attend this seminar at no cost and no obligation. This seminar will take place at 6:00 PM EST on 05/29/2024 at ZOOM. Travis Stanley from TruStage™ Annuities will answer your retirement questions and help you:

  • More confidently address the financial, lifestyle, and emotional transitions to retirement.
  • Guard against risks and manage the inevitable ones.
  • Gauge when you’re ready for retirement.
register now

Planning For Lifetime Income in Your Retirement – In-Person Seminar

12:30-1:20 PM EST on 05.31.2024 at Griffiss Financial Center, Learning Center Room 128

Partnering with a skilled financial advisor to plan for financial stability. Will cover the following items:

  • Ensuring a steady income throughout retirement.
  • Managing savings, investments, and potential risks.
  • Devise strategies to seek to maximize income.
  • Strategies to protect against unforeseen events.
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Rollover Planning

6:00 PM EST on 06.11.2024 at ZOOM

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

  • Four major options for retirement plan balances when changing jobs
  • Pros and cons of each option
  • How a rollover works
  • And more
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There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferring investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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