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Investment Strategies that you should know!
With the financial markets showing signs of strain and banks collapsing, we thought
it would be a good time to compile a list of some of the best investment options for you. We’ve tried to focus
on safer, less risky options that offer stable returns, as well as including a few that offer higher returns but
are a little more volatile.
This ensures a healthy mix of growth and safety.
Here are a few recommended investments from the pros:
• High-yield Savings Accounts
• Short-Term Certificates of Deposit
• Series I Bonds
• Short-Term Corporate Bond Funds
• Dividend Stock Funds
1. If you’re risk averse, then park your cash in high-yield savings accounts and short-term certificates of deposit to avoid the risk of losing your money.
2. Series I Bonds are now an attractive option for risk-averse investors looking for a vehicle to protect their investments against inflation. You also have the added benefit of reduced risk of default.
3. Short-Term Corporate Bond Funds are another excellent option. If you’re a retiree looking for cash flow and want to reduce your overall portfolio risk, then this investment will offer a decent return.
4. Finally, Dividend Stock Funds provide a cash pay-out. They’re a great selection for almost any kind of stock investor, especially if you’re looking for regular income.
High-yield Savings Accounts
Short-Term Certificates of Deposit
Series I bonds
Short-Term Corporate Bond Funds
Dividend Stock Funds
Investments for Business Owners
• Short-term Bond Funds / Low-Risk / Medium Reward
• Corporate Bond Funds / Low-Risk / Medium Reward
• Large-Cap Mutual Funds / Medium Risk / High Reward
• Small-Cap Mutual Funds / High-Risk / Very High Reward
• REITs / High-Risk / High Reward
Investments for Individuals
• Savings Account / Low-Risk / Low Reward
• Short-Term CDs / Low-Risk / Low Reward
• Series I Bonds / Low-Risk / Medium Reward
• Short-Term Bond Funds / Low-Risk / Medium Reward
• Dividend Stock Funds / Medium Risk / Medium Reward
• Mid-Term Bond Funds / Medium Risk / High Reward
• Large-Cap Mutual Funds / Medium Risk / High Reward
• Small-Cap Mutual Funds / High-Risk / Very High Reward
• Municipal Bond Funds / High-Risk / High Reward
Reward
Mutual Funds
REITs
Municipal Bond Funds
Risk
If you need help, Contact Us to schedule a free consultation today.
For more personalized advice, let us help you navigate the complexities of tax season and help keep your business finances in order.
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Today!
