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Investment Basics

Are you wondering why you should invest? Or if the timing is right or how much you should invest? A Banterra Wealth Advisor can walk you through this process and there is no obligation to invest if you simply just want to meet to learn more. Below are some helpful resources, though, to assist you with this financial decision.

Why Invest?

Investments such as mutual funds and other investment products are a way to prepare for your retirement and the unexpected. They can assist you in pursuing a better result for your financial investment, some are tax deductible or deferred, and most are managed by experts in the financial field.

Glossary of Terms

With investments, there are almost countless terms used and it can be challenging to understand all of it.
Click here for a glossary of common investment terms to help you with your research.

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