“On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities.” This week’s article provides a questionnaire that helps to determine your risk profile. You may find this useful in deciding how much of your money you would like to put into a product where the principal is protected from market downturns. Call us when you’ve had a chance to take a look, we’d be happy to discuss what your profile suggests might be good options for you. We’re always here to help.
We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We’re here to help.
You can’t quarantine your retirement. We’re here to help.
*DISCLAIMER: This news page is for informational purposes only and does not constitute a complete description of our services or performance. This New page is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this News page should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESS OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. All logos and trademarks are the property of the respective trademark owners. Use of third-party trademarks shall not be construed as affiliation, endorsement, or joint venture. ® and TM denote registered trademarks in the United States and other countries. This commentary was created by a third party for the Agent’s use.
Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Insurance Products are offered through Choules Financial. Utah #617468, Idaho # 670283, Wyoming #455824 & Nevada #3341817. By Contacting Devin Choules or Choules Financial, you may be provided with information regarding the purchase of insurance products.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Devin Choules/Choules Financial you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
Choules Financial UT Ins Lic# 617468
Devin Choules UT Ins Lic# 321327
Devin Choules ID Ins Lic# 670283
Devin Choules NV Ins Lic# 3341817
Devin Choules WY Ins Lic# 455824
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1031 S. Bluff Street
St. George, UT 84770
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680 S Cache St #100, Box 7414
Jackson WY 83001
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95 W. 100 S. Suite 100
Logan, UT 84321
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950 Bannock St. Suite 1137
Boise ID 83702