Let us show you how easy it can be to get started investing
for tomorrow. Call 877.962.9032 to speak with a STIS advisor.
You don’t need a degree in economics or in-depth knowledge of financial markets to invest. In fact, it’s the people who make the simplest plans and stick with them who often turn out to be the most successful investors. All you really need is a specific goal or two – like retirement or a new home – along with the discipline to invest even just a small amount each month towards that goal. This guide is designed to make the process of investing a little less intimidating – offering information, insights and resources to help you make more informed decisions.
There’s no such thing as a one-size-fits-all approach to investing. We all have different goals and time horizons, behaviors, biases and fears. So for those just getting started with investing, it’s important to understand these factors before you begin. To help you, we’ve divided this guide into four sections; each requiring only a few minutes to review:
In each section, we offer calculators, worksheets and clear action steps that will help you focus on the investment concepts that matter most, and get you on the road to investment success.
So much about investing is personal, that there are no universal answers to even the most common questions such as:
That’s why talking with an advisor can be so important. Call 877.962.9032 and get connected with a SunTrust Investment Service advisor (STIS) who can answer these and any other questions about investing.
Calculating annual required minimum distributions (RMDs) can be complex and mistakes can be exceedingly costly, so it’s important to consider an optimal withdrawal strategy.
As you transition to retirement, five additional risks emerge (in addition to market risk). Each of these, if not adequately planned for and managed, could result in outliving your savings.
Faced with the potential to live 30+ years in retirement, the traditional approach to retirement income may no longer make sense.
By using automated billing and payment systems, companies can drastically reduce their exposure to fraud-prone paper transactions.
Transitioning a business is one of the most important decisions you will make. Don’t leave planning to the last-minute. Learn how you can take control of the transition process.
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