Bonds

Equity Investments

Finvest Worldwide offers both Listed and NASDAQ/OTC stocks for purchase in your account at Finvest Worldwide. You may purchase individual securities or mutual fund of equities in your account.

Equity Risk Management

The building blocks of these strategies are over-the-counter equity options and private contractual arrangements.

Mutual Funds

Whether your goal is a comfortable retirement, education, travel, a new home or simply to accumulate money for a rainy day, there are mutual funds that can help you achieve your objective. Mutual funds offer four distinct advantages:

Professional management. When you invest in a mutual fund you are hiring full-time professional managers to buy, sell and monitor your investments. Most mutual funds also employ research analysts who follow companies closely and interview corporate executives, suppliers and customers of companies in order to identify the best possible investments.

Money Market

We All Know the Fundamental Rule of Money Management: Keep Your Cash Working

When money sits idle, it loses its earning power through inflation. Your cash is always working for you.

A Money Market Account incorporates all the financial services you need to develop and maintain a successful financial plan. By offering many of the convenient features of banking this personal cash management program lets you take a comprehensive approach to managing your investments, your retirement savings and even your everyday household expenses.

IRAs

Individual Retirement Accounts (IRAs) are special tax-advantaged savings accounts created to encourage Americans to save money toward retirement and for other important financial needs. Traditional IRAs allow for tax-deferred account growth. Roth IRAs can offer tax-free savings opportunities. Rollover IRAs can be established with funds from a former employer’s retirement plan or funds from another IRA. Education Savings Accounts allow parents, grandparents, relatives, and friends the opportunity to make an investment in a child’s future.

Self-Directed Traditional IRA

The expanded features of the Traditional IRA include substantially increased income limits for spouses and upfront tax deductions. Investors who are within five years of retirement may find the Traditional IRA the best choice.

Roth IRA

The Roth IRA, funded with after-tax contributions, offers tax-free accumulation plus tax-free withdrawals in retirement. Most investors with more than five years to retirement often find this their best choice.

Roth IRA Conversion

Our custom software analysis will help your broker provide sound advice on whether to convert your traditional IRA into a Roth Conversion IRA. Special conversion rules are applicable to Roth conversions that are done in 2010.

Education IRA

Education IRAs can be established by any adult and offer tax-free earnings and withdrawals for qualified higher education expenses such as tuition, room and board, books and supplies.