Investment Resources

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

• How Women Are Different from Men, Financially Speaking (pdf)
• In-Service Withdrawals from 401(k) Plans (pdf)
• Annual Market Review – 2018 (pdf)
• Maintaining Your Financial Records: The Importance of Being Organized (pdf)
• Robo Advisors Have Arrived, But Life Often Calls for a Human Touch (pdf)
• Financial Planning: Helping You See the Big Picture (pdf)

Please note: Newsletters provided by a third-party may not meet the accessibility standards of our website. Please contact us if you have any questions or issues accessing these resources.

To learn more about the wide range of financial services or to arrange a no-obligation consultation at a time that’s convenient for you, contact Tom Kosek, Investment Executive at 860-376-7149.

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.

RESOURCES