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Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

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Investment Options for Positive Returns

With the stock market continuing to be unfavorable, people are looking for other places to put their money. In this video, Rob Auclair discusses five investment types that may give more positive returns. He also answers a viewer’s question, “How do you sell a house in a trust?”

Topics Discussed:

  • I Bonds
  • CDs
  • Fixed Annuities
  • Indexed Equity Annuities
  • Equities

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

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378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

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