Knowledge you need for the journey you want

Let us walk you through the process and strategy right for you

Knowledge you need for the journey you want

Let us walk you through the process and strategy right for you

Investment Strategies

Investing is just one component of an Investor’s overall financial plan. One of the first steps in creating a wise investment strategy is to organize your finances so that you’ll be able to manage your investments more efficiently, then you should establish a solid financial base, making sure you have an adequate emergency fund, sufficient insurance coverage, and a realistic budget. You should review all the benefits offered through your retirement plans with your current employer.

From there, take these steps to build your investments:
  • Set aside a portion of your income regularly as savings
  • Invest so that—at a minimum—your money keeps pace with inflation over time
  • Diversify your investment types to guard against risk
  • Focus on long-term potential rather than short-term gains
  • Ask questions and become educated before investing
  • Avoid the urge to invest based on how you feel about an investment

When creating an investment strategy, it’s essential to choose investments that are appropriate for your goals. A Redstone Brokerage Services Financial Consultant can walk you through the process and help you determine the strategy that’s right for you.

Do you have questions about investing? We can help. Contact Redstone Brokerage Services to begin shaping your investment strategy.

Securities and advisory services offered through LPL Financial, a registered investment advisor member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Redstone Federal Credit Union® deposits and are not NCUA insured. These products are not obligations of Redstone Federal Credit Union and are not endorsed, recommended, or guaranteed by Redstone Federal Credit Union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed, and loss of principal is possible.

The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial Registered Representatives associated with residents of Alabama and Tennessee. Please note that not all of the investments and services mentioned are available in every state.

RFCU and Redstone Brokerage Services are not registered broker/dealers. LPL Financial is a separate entity from and not affiliated with RFCU or Redstone Brokerage Services. RFCU does not warrant, guarantee, or insure any product or service offered by LPL or Redstone Brokerage Services. Redstone Brokerage Services and RFCU do not provide tax advice. Please consult your tax advisor for your specific questions.

Must be RFCU member to obtain investment products. Must be eligible for membership and open a share savings account in order to join. A $5.00 minimum balance is required to open and mus be maintained in share savings account at all times. Fees and other restrictions may apply. RFCU and Redstone Brokerage Services are affiliated but separate entities.