Investments

Deciding how and what to invest in can be an overwhelming task. There are so many investment options available including stocks, bonds, mutual funds, certificates of deposit, and annuities to name a few. Not only can deciding what to invest in be a challenge, but monitoring these investment choices can be quite time consuming. Some people choose to do this themselves, others prefer to let someone else handle it for them, and then there are some who like to make their own investment decisions, but also rely on the advice of an investment professional. 
 
At Snider, Fuller and Associates, we can accommodate all of these classes of investors. We are willing to work with you on your own comfort level. Some of the investment options available that may benefit you are:
 

 
Call us today to schedule an appointment with one of our representatives and let us show you how we can help you with your investments. 
 
Brokerage Services
 
Some people hear "brokerage services" and think of nothing more than investing in stocks, bonds, and mutual funds. While this is partially true, brokerage accounts provide a way to combine a wide array of investment options, including variable annuities, certificates of deposits (CD's), plus convenient services such as check-writing, credit card privileges, and online access. 
 
Through Multi-Financial Securities Corporation, we can provide you with quality products and services, knowledgable advice, research capabilities and an ongoing commitment to matching your particular goals. 
 
Give us a call today to discuss all of our brokerage services offered through Multi-Financial Securities Corporation.  

 

 


Managed Investment Accounts 
 
When you think of the responsibilities involved in managing your investments yourself, does it seem to be overwhelming to you? If you answered yes, a managed investment account may be perfect for you. 
 
Managed accounts are separately managed investment strategies available to clients with a certain amount of assets and/or money to invest. These accounts have a minimum account balance that is required which varies with each company.
 
The knowledge and expertise of the team managing the investment portfolio is perhaps the most favorable benefit of investing in a managed account. They use their knowledge and experience in the markets to manage your account based on your objectives. Not only can the management team focus on growth and income for you, they also manage for tax efficiency if this is valuable to you.

At Snider, Fuller and Associates, we want to help you asses your financial goals and objectives and recommend a managed account that is right for you.
 
Call today to schedule an appointment with one of our representatives to learn more about all of the managed investment accounts available.

 

Systematic Investing
 
Do you have extra money each month that you would like to invest but think it is too little to purchase anything with? If so, systematic investing might be a possible solution. 
 
Systematic investing allows you to invest a constant dollar amount in the same stock or mutual fund at consistent intervals. By doing this, you can use the market fluctuations to your advantage. At times when the price is low, you get more shares. 
 
While investing systematically does not guarantee you better gains, it can help with dollar cost averaging. With time, the average cost of all of the shares you have purchased at various times may be lower than if you bought it all at once. 
 
We can help you get started with a systematic investment account with almost any stock or mutual fund you choose.
 
Give us a call if systematic investing sounds like a good solution for you.

 

Asset Allocation Strategies 
 
How many times have you heard the phrase, "don't put all your eggs in one basket?" That phrase is the principal behind asset allocation. You shouldn't have all of your investments in one investment class or sector. 

Asset Allocation is the process of determining optimal allocations of funds that suit your investment time horizon and your risk tolerance. It is key to protection should things go wrong in one investment area, as is likely to be the case from time to time.

We want to take the time to help you make careful choices with your asset allocation. We will look at your overall risk tolerance and help you decide what risk level you can take. Then we will look at several investment options including stocks, bonds, and/or mutual funds, to name a few. The ultimate decision on how to invest is yours, we just want to give you some guidelines to follow in making your decision.

Give us a call today if you want an asset allocation analysis reviewed with you.

Asset Allocation Disclosure:  Asset Allocation does not guarantee against loss.  It is a method used to help manage investment risk.