Investment Tools
Risk vs Safety
We feel there are basically 7 common financial tools into which you can place your money:
Although each of these tools may be appropriate for an investor, it is crucial that you know which of these tools is appropriate for you. Stocks, mutual funds, variable annuities, and bonds are investment tools. All investment tools share one common thread - they all have the potential for gain and also the potential for loss. Bank CDs, fixed annuities, and fixed indexed annuities are savings tools. Savings tools provide limitations to your growth in order to reduce the risk of losing your principal.
There are several factors that determine which of the 7 tools are appropriate for you: age, income needs, risk tolerance, and personal goals. We offer FREE financialconsultations to help you determine the level of risk tolerance that is appropriate for you. At Thomas Financial Corp, we specialize in retirement investments. Our goal is to help you achieve your financial independence.
To learn more about your investment options, please contact our office at (866) 975-3838.
- Stocks
- Mutual funds
- Variable annuities
- Bonds
- Bank CD’s
- Fixed annuities, and
- Fixed index annuities (FIA's)
Although each of these tools may be appropriate for an investor, it is crucial that you know which of these tools is appropriate for you. Stocks, mutual funds, variable annuities, and bonds are investment tools. All investment tools share one common thread - they all have the potential for gain and also the potential for loss. Bank CDs, fixed annuities, and fixed indexed annuities are savings tools. Savings tools provide limitations to your growth in order to reduce the risk of losing your principal.
There are several factors that determine which of the 7 tools are appropriate for you: age, income needs, risk tolerance, and personal goals. We offer FREE financialconsultations to help you determine the level of risk tolerance that is appropriate for you. At Thomas Financial Corp, we specialize in retirement investments. Our goal is to help you achieve your financial independence.
To learn more about your investment options, please contact our office at (866) 975-3838.
