A calm investor may realize better long-term returns than an overly concerned one. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away.
[+] Full Article 2016 Holiday Wrap-Up - 12/15/16
A look back at 2016 thus far. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump.
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GCSB Investment Center originated in 2002 to provide investment and retirement products to clients interested in exploring their financial options and meeting their financial goals. Through IBA Securities, a division of Broker Dealer Financial Services Corp, we offer a wide variety of products including individual, retirement and corporate investment accounts. Whether planning for retirement, a child’s upcoming college tuition or to review your current investment strategy, now is a great time to sit down with our Financial Advisor. We will review your portfolio and make recommendations at no cost and with no obligation.
Comprehensive financial planning is also available which takes into consideration your entire financial picture – income, expenses, savings, retirement age, debt, college planning, estate planning, taxes, etc. – as well as your retirement goals like a second home, the ability to travel or possibly early retirement. This plan is reviewed annually and recommendations are made based on your changing financial picture and market conditions.
We know managing your investment portfolio can be overwhelming and frustrating, particularly if you have accounts with multiple companies or advisors. We often work with clients who have left a 401(k) or other retirement-type investment with a previous employer’s retirement plan because they didn’t want to deal with the perceived hassle of transferring the account. These types of transactions also have complex tax rules and can lead to potential adverse tax consequences if handled incorrectly.
GCSB Investment Center can help you consolidate your accounts and manage your portfolio with more intention and a solid strategy tailored to your specific needs. With our expertise, we will help you initiate the rollovers and transfers, assist you with the paperwork and work with you to streamline your reports. The result? You have more time to enjoy doing what you do, while we use our expertise to help manage your hard-earned investment dollars.
We offer a wide range of products and services for most of your investment needs.