Investments

Your Trusted Investment Planner

No matter what stage you’re at in life – recent college graduate, newly married, or a working professional, investments are a critical tool in building your financial future. Investments are an effective strategy to generate passive income and can also supplement your main source of income. If you’re interested in building your wealth and expanding your total net worth, contact Wanda Bastert to explore what investment options may be best for you.

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Mutual Funds

Are you exploring investment strategies for both near and long-term needs? Mutual funds are ideal for individuals who are looking for a hands-off approach, where the individual works with professional managers to manage their portfolio. The professional manager would then invest in several funds in one single transaction, rather than purchase individual stocks and bonds. This is perfect for individuals who want to grow their wealth but would prefer working with a professional to make the best investment decisions on their behalf. Interested in investing in mutual funds? Contact Wanda Bastert today.

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Variable Annuities

Variable annuities are a tax-deferred retirement vehicle that allows you to choose from a selection of investments, then pays you a level of income in retirement that is determined by the performance of the investments you choose. Unlike counterpart fixed annuities, variable annuities fluctuate based on what the market is experiencing. Although variable annuities are more unpredictable, they offer a higher return on investment. Want to learn more about variable annuities? Contact Wanda Bastert today.

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IRA’s

Whether you’re a recent college graduate or are simply looking to take control of your future, setting up an IRA is a smart investment. Individuals have the choice of three types of IRA’s: Traditional IRA, Roth IRA, and Rollover IRA. Each type of IRA has its own pros and cons, but it’s up to the individual to determine which plan best suits their needs. For example, a Roth IRA is when you contribute with money you’ve already paid taxes on, meaning your money may grow tax-free, whereas a Traditional IRA is tax-deductible. Need help navigating IRA’s? Contact Wanda Bastert to learn more about IRA’s.

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