You are probably aware of the steady stock market recovery since 2008 and the respectable growth in your mutual funds and variable annuities again. But with that recovery, many of our clients are worried that another stock market drop may be coming again that could threaten their retirement plans.
Many investors have sought shelter in CD’s and Money Market accounts. Unfortunately, these accounts have suffered near record low returns, and have not even kept pace with inflation.*
There are new products in the industry that allow you to participate in the upside potential while potentially reducing the downside risk. I would like to meet with you to review your current portfolio and discuss risk reduction as a part of your overall investment strategy.
Please call program coordinator, Katie Barker, at 812-323-9200 ext. 7568 to schedule an appointment. We look forward to meeting with you soon.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.
*Campbell, Dakin. “Banks Want Higher Interest Rates.” Businessweek. Bloomberg, 14 November 2013. Web. 13 May 2015.