Join Crews Bank & Trust's Kerry Hunter, Wealth Strategist, for estate-planning and investment seminars designed to address important issues to help you secure your family's financial future. This seminar will be presented with Crews Bank & Trust Portfolio Manager, Chris Eckstrom, MBA.
Are your “safe” assets actually the riskiest? Did they lose value more than expected when the market pulled back? Avoiding high yield (junk) bonds, Step-up notes, indexed annuities, and leveraged assets can allow your portfolio to hold its value in bull and bear markets. Learn how portfolio managers analyze and screen fixed income assets. If you have mutual funds, exchange traded funds or individual bonds, this presentation will help in many ways.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
