Skip to content

Event Archives

Understanding Your Investment Options

March 4, 2021
11:00 am - 11:59 pm
Add to Google Calendar

Another week of 2021 has passed and March is already right around the corner.
In my latest video podcast, "Understanding Your Investment Options," I discuss the variety of investment options you have to choose from. There are many different options and each has potential benefits and disadvantages that should be considered carefully when deciding how to deploy your hard-earned dollars and the probability of the results you might expect.
I talk about bank savings and checking, CD’s, stocks and bonds, mutual funds, ETFs, and annuities, and insurance. We will also look at the ways that each of these investment options can be taxed and how you should consider both the investment itself and the taxation of the option you choose.
“Stay Tuned” - As always, lots of information coming your way…

Please follow the description below.

Coastal Financial Planning Group
78 Ashley Point Drive
Charleston, South Carolina 29407
Map Location
Rick Durkee
(843) 735-5065