May 1, 2018

Riding Out Changes In The Market

Volatility in the market is an issue that every investor fears. Many investors have emotional ties to their portfolios and the financial goals they represent. Whether its purpose is to fund a retirement, RV, or a plane ticket to spend time with grandchildren, investment portfolios are often chock full of emotional underpinnings. Market volatility can create a visceral reaction when it seems those goals might be threatened.

The market is a rather crazy place at present. Now, more than ever, it’s time to rely on professional financial guidance. It is the financial advisor’s duty to evaluate your risk tolerance and develop both a process and plan going forward that speaks to your hopes and dreams.

The advisors of Lake Michigan Investment Services (LMIS) draw on the resources and expertise of LPL Financial. They are committed to helping you accomplish your unique financial goals and objectives.

Analysis of needs and goals
Asset allocation strategies
Manager selection
Retirement income
Investment strategies
Ongoing education
Tax management
Long-term capital appreciation
Wealth structuring
Trust services***
Education savings programs
Wealth transfers
Social responsibility goals
Monitoring and maintenance of investments

Contact a LMIS financial consultant today to schedule a free, no-obligation financial review.

***LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. Securities offered through LPL Financial. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured. No Credit Union Guarantee. May Lose Value. 

Lake Michigan Credit Union and Lake Michigan Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

No comments:

Post a Comment

Connect With Us

LMCU Facebook Page LMCU Twitter Page LMCU Instagram Page LMCU YouTube Page