Doug W. Aumont, CFP® explains what RMD is and how BANDER Investments helps you with this IRS requirement. Always consult your tax advisor to verify your RMD and other tax related inquiries (view all videos here)
Did you know that investors are twice as concerned about avoiding losses than they are about achieving potential gains? That is one of the reasons investors tend to sabotage their own investing; selling when they get scared during market lows and buying when the market "feels" safe again during market peaks. This is why BANDER Investments uses Riskalyze. It starts with a risk number; a quantitative way to pinpoint how much risk you want, how much risk you need to take to reach your goals and how much risk is actually in your portfolio. The results are powerful. Contact us today to take our risk tolerance survey to determine what your risk number is.
A consultation with a financial professional can help point you in the right direction and help you to know what steps are necessary to reach your financial objectives. We have a formalized process for making financial decisions and investments. We will share with you our tools and strategies for making better financial decisions. You can receive a complimentary consultation today by calling and referencing our website. (855) 226-3374
BANDER Investments, LLC is an independent, locally owned, full-service investment firm. We advise clients throughout the western United States and provide comprehensive financial services with an individualized focus on small business owners, retirees, and professionals.
Through a broad array of investments, services, and technology, our financial consultants have the flexibility to choose the right tools that will work for you in today’s ever-changing financial climate. We are committed to helping you achieve your financial goals and objectives. We want to build relationships that last with our valued clients.
Call today to find out more about our limited time offer of complimentary services! (855) 226-3374
One of the most common questions from clients is when they should start their Social Security benefit? If they should file a restricted benefit, delay or file a spousal benefit? The differences of when you file for Social Security can be astounding. Contact our office today for a complimentary Social Security analysis. We will help you to determine the strategy that best fits your needs. This will help you as you make decisions about retirement and better plan for your future.