A SunTrust Investment Services (STIS) advisor can help you
build a portfolio that aligns your needs, wants and wishes.
While you don’t need to become an investment guru, knowing which investment types you own, and how each one impacts your portfolio will help you feel more confident about reaching your goals.
|Investment type||What is it?||How might it help my portfolio?|
|Stocks||Ownership shares in publicly traded companies||
|Bonds or Fixed Income||Debt securities (IOUs) of corporations, municipalities or the U.S. government||
|Mutual Funds||Investments that pool your money with other investors to buy tens or hundreds of stocks, bonds or other securities for better diversification||
|Exchange-Traded Funds||Baskets of securities you can buy and sell on a stock exchange. They function like mutual funds, but can be traded like stocks||
|Global Investing||Stocks and bonds from companies and governments in developed and emerging economies outside the U.S.||
|Annuities||Contract between you and an insurance company where you receive a stream of income for a certain number of years in exchange for a lump sum payment||
Call 877.962.9032 to speak with a SunTrust Investment Services (STIS) advisor.
* All guarantees are subject to the claims paying ability of the issuing insurance company.
Investing involves risks, including fluctuating returns and potential loss of principal.
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.
Investment and Insurance Products:
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