article thumbnail

Discovering Financial Growth: Making Smart Investments with Union Bank

Ublocal

We’re delighted to bring our Northern Vermont and New Hampshire communities a simple, yet powerful way to grow your money. By consistently contributing to your investment portfolio and allowing it to grow over time, you can create a financial cushion that ensures comfort and security in your retirement. Call us at 800-753-4343.

article thumbnail

Ensuring a Sustainable Legacy: The Role of Wealth Management in Estate Planning

Ublocal

Wealth management is an integral part of successful estate planning, helping you locate and catalog your assets while maintaining and growing your wealth—so you can secure your legacy and provide for your family’s future. Certificates of Deposit : CDs can be useful investment tools, especially for individuals approaching retirement.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Guide to Building an Investment Portfolio for VT & NH Investors

Ublocal

When you invest in a mutual fund, you are investing in an assortment of different securities such as stocks and bonds. Union Bank’s long history in the community is the reason our Vermont and New Hampshire clients put their trust in us. This diversification is what makes mutual funds a less risky option than buying individual stocks.

article thumbnail

Unraveling the Mysteries of Complex Investment Terms – A Guide for Real People

Ublocal

Investing is more than just crunching numbers; it’s a way to reach your financial goals, secure your future, and make your hard-earned money work for you. Security A security is a fancy name for any investment like stocks, bonds, or mutual funds. It’s like owning a small part of a big property.

Taxes 98