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Investment Strategies

Investing is just one component of an Investor’s overall financial plan. One of the first steps in creating a wise investment strategy is to organize your finances so that you’ll be able to manage your investments more efficiently, then you should establish a solid financial base, making sure you have an adequate emergency fund, sufficient insurance coverage, and a realistic budget. You should review all the benefits offered through your retirement plans with your current employer.

From there, take these steps to build your investments:

  • Set aside a portion of your income regularly as savings
  • Invest so that—at a minimum—your money keeps pace with inflation over time
  • Diversify your investment types to guard against risk
  • Focus on long-term potential rather than short-term gains
  • Ask questions and become educated before investing
  • Avoid the urge to invest based on how you feel about an investment

When creating an investment strategy, it’s essential to choose investments that are appropriate for your goals. A Wealth Management at Redstone Federal Credit Union Financial Consultant can walk you through the process and help you determine the strategy that’s right for you.


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Disclosures

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC.) Insurance products are offered through LPL or its licensed affiliates. Redstone Federal Credit Union (RFCU) and Wealth Management at Redstone Federal Credit Union (WMRFCU) are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name WMRFCU, and may also be employees of RFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of RFCU or WMRFCU. The WMRFCU site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL and TN.

Redstone Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Redstone Federal Credit Union Guaranteed Not Redstone Federal Credit Union Deposits or Obligations May Lose Value

LPL Financial Form CRS