ESG (environment, social, governance) investments let you align your portfolio with your values. We carefully screen each asset to ensure it positively impacts the environment and society while making responsible governance choices.

A mutual fund is like a basket that holds a mix of different investments, 比如股票, 债券, 以及其他资产. It’s an easy way to invest in a variety of options all at once.

If you want to invest directly in specific companies through traditional stocks or 债券, 我们会帮你的. We’ll help set up a brokerage account for you and handle all the buying and selling on your behalf.

年金 are a tax-deferred investment often used for retirement. You can open an account with a lump sum or make payments over time. In return, the annuity can provide you with a steady income stream during your retirement.

An individual retirement account or IRA is a special savings account just for your retirement. ira有不同的类型, with Roth ira and traditional ira being the most popular options.

A trust account is set up by one person to benefit someone else and is managed by a trustee according to specific terms. 例如, 父母可能会为他们的孩子创建一个信托, deciding when the child can start accessing the money and how much they can withdraw at a time.

As we age and our health needs change, long-term medical and social services may become necessary. 保险 can help cover the costs of this long-term care, providing peace of mind for the future.

大学储蓄 plans are specifically designed to help you save for higher education costs. They offer a great way to set aside money while also taking advantage of tax benefits and financial aid opportunities.