What Is a Custodial IRA?
Most parents worry about their children as they grow up; however, you'd think that would stop once they reach adulthood. Parents always look to set their children up for a ...
Risk Management
Proactively address potential risks.
Risk management involves identifying, assessing, and mitigating various financial risks, including market volatility, credit risk, and inflation. Wealth advisors employ diversified investment portfolios, asset allocation, and hedging techniques to manage exposure and stabilize returns. We also consider risk tolerance, time horizons, and financial goals to tailor strategies that align with each client’s unique profile. By proactively addressing potential risks, we can help safeguard investments and enhance financial resilience, ensuring long-term stability and achieving strategic objectives in an ever-changing market landscape.
Articles of Interest
Gig Worker Retirement Strategies
Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. In fact, in 2017, the Bureau of Labor ...
Getting Your Retirement Back on Track
The one-two punch dealt by the Great Recession of 2007-2009, followed by economic damage from the COVID-19 pandemic may have ...
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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. Salem Five Bank and Salem Five Wealth Advisors are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Salem Five Wealth Advisors, and may also be employees of Salem Five Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Salem Five Bank or Salem Five Wealth Advisors. Securities and insurance offered through LPL or its affiliates are:
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