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Investments> Newsletters

Our newsletters provide a wealth of information for our clients and neighbors.

2017
October – Maintaining Your Financial Records: The Importance of Being Organized (pdf)
August – Robo Advisors Have Arrived, But Life Often Calls for a Human Touch (pdf)
April – Financial Planning: Helping You See the Big Picture (pdf)
Will You Outlive Your Money (pdf)

2016
October – Protect Yourself Against Identity Theft (pdf)
July – Risk Management and Your Retirement Savings Plan (pdf)
April – Handling Market Volatility (pdf)

2015
October – Holding Equities for the Long Term: Time Versus Timing (pdf)
July – Don't Let Your Retirement Savings Goal Get You Down (pdf)
April – Balancing Your Investment Choices with Asset Allocation (pdf)
Basic Retirement Planning Guide (pdf)
2015 Key Numbers (pdf)

 

Important Information
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  Infinex and the bank are not affiliated.  Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.

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